📈 Monday data: Who won the trade war?
What eight years of tariffs actually did

Azeem Azhar : IA et économie exponentielle
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Good morning from London.

Hi, I sent this to members of our AI Investment Brief a couple of hours ago.

GLP-1s: the science, the savings and the societal stakes.

An essential weekly reading on AI.
AI changes how we work, but can it also change where?

The future of science may be provable, profitable and incomprehensible

Everyone’s got a lawyer now

AI consciousness, electrification’s hidden progress, and the coming agentic bank run++

A short set of readings on some of the biggest questions.

On the leaked details of Anthropic’s IPO prospectus

AI makes content cheap. Who pays to make it trustworthy?

AGI and new moral subjects; ChatGPT drives a car; energy and AI need each other++

On originality, intellectual bravery and why disagreeing with LLMs is a good sign

Meta’s Muse shows that users want a digital butler, but there may be a conflict of interests

Companies are backing their AI claims with more numbers.

Whoops!

Plus: Fruit fly mines bitcoin, easy energy & AI-generated TV

We can see the dangers. But we can also see a practical solution.

An email I sent to the team
