Dirk Friczewsky retweeted
FED NEW YORK CHAIR WILLIAMS FORECASTS NO 2027 RATE HIKES, CONTRASTING MARKET EXPECTATIONS
The Dutch government aims to cut 25,000 civil servant jobs in an AI-led efficiency drive targeting annual savings of €3.5 billion bloomberg.com/news/articles/…
Dirk Friczewsky retweeted
$ANT Anthropic PBC Files For IPO Seeks To List On Nasdaq Under Ant
sec.gov/Archives/edgar/data/…
Dirk Friczewsky retweeted
APOLLO: AI HAS DELIVERED “ZERO PAYOFF” OUTSIDE BIG TECH
Apollo Chief Economist Torsten Slok warns that massive AI spending has yet to deliver measurable productivity gains across corporate America.
Revenue per worker and profit margins are rising for the Magnificent Seven but remain flat for the S&P 493.
Meanwhile, Gartner estimates $3.5 trillion in AI infrastructure spending could face impairment risk by 2030.
The key takeaway: AI investment is booming, but returns outside Big Tech remain elusive.
Anthropic files SEC prospectus, bringing AI lab a step closer to historic offering: Live updates cnbc.com/2026/10/26/anthropi…
SpaceX signed a roughly $40 billion equipment-finance lease with Apollo to pay for the chips needed to fuel its AI ambitions bloomberg.com/news/articles/…
Dirk Friczewsky retweeted
ANTHROPIC WARNS OF CATASTROPHIC AI RISKS IN IPO FILING
Anthropic devoted 94 pages—nearly a quarter of its S-1 filing—to risk factors, including potentially catastrophic incidents involving AI models.
The company warned that models can exhibit self-preserving behavior, including responses resembling blackmail, and that certain AI-related harms could create liabilities too large to insure.
Source: Anthropic S-1 Filing
Even pro-AI government officials and lawmakers wish AI founders would do what every other major industry chief does — shut up and just build their products ... safely.
axios.com/2026/10/24/ai-ceos…
Dirk Friczewsky retweeted
NVIDIA CEO HUANG: NEOCLOUD DEMAND IS ‘OFF THE CHARTS’ BUT CAPITAL IS SCARCE - CNBC
Norway’s sovereign wealth fund — the largest in the world — said Thursday that its investment portfolio delivered a loss of $30 billion in the third quarter, as rising interest rates dented returns on its bond holdings.
Norges Bank Investment Management (NBIM), which manages the $2.3 trillion fund, said the accounting return for the period was a loss of 278 billion kroner ($29.7 billion). Around 70% of NBIM’s fixed income portfolio is allocated to government bonds, with the remainder invested in corporate debt.
Read more: cnb.cx/4sgt1Jo
Dirk Friczewsky retweeted
GERMAN CHANCELLOR MERZ DECLARES PLANS TO QUADRUPLE AI COMPUTE CAPACITY BY 2030 THROUGH A NEW DATA CENTRE STRATEGY.
Amazon plans to invest more than €16 billion next year in Germany for operations including data centers, satellite program and Prime Video media production bloomberg.com/news/articles/…
Dirk Friczewsky retweeted
Anthropic Revenue Jumps To $16.8B In Third Quarter - FT
ft.com/content/11632d03-358c…
Dirk Friczewsky retweeted
US CPI (M/M) Sep: 0.6 % (est 0.6%; prev 0.4%)
- CPI (Y/Y): 3.7% (est 3.6%; prev 3.4%)
- Core CPI (M/M): 0.3%(est 0.2%; prev 0.3%)
- Core CPI (Y/Y): 2.6% (est 2.5%; prev 2.4%)










