Artificial Intelligence as an Investment Theme
The investment case for AI and its long record of hype cycles and winters. The business and technology of AI are covered in a separate entry; this one is about allocating capital to it.
8 books · 2 people behind it
Start here
- Chip WarChris Miller, 2022
- Genius MakersCade Metz, 2021
- The Coming WaveMustafa Suleyman, Michael Bhaskar, 2023
The people behind it 2
Each person holds a book in this entry or names it in their own tags.
Academics 1
Journalists 1
Books 8
T1 Chip War
Chris Miller · 2022 · The picks-and-shovels layer; why the compute supply chain is the choke point.
Kai-Fu Lee · 2018 · The US-China framing that drives much of the allocation argument.
Ajay Agrawal, Joshua Gans, Avi Goldfarb · 2018 · AI as a fall in the cost of prediction; the economist's version of the thesis.
Cade Metz · 2021 · How deep learning went from academic backwater to the centre of capital markets.
Mustafa Suleyman, Michael Bhaskar · 2023 · An insider's case for the scale of the build-out, and for containment.
Pamela McCorduck · 1979 · The first hype cycle recorded as it happened.
Daniel Crevier · 1993 · Written after the second AI winter; the corrective to every cycle of enthusiasm.
Tyler Cowen · 2013 · Cowen on labour polarisation as machines take the middle