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August 4, 2025, 1:45 AM
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memeorandum
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| Noah Smith / Noahpinion: |
A look at why the AI data center building boom could spark a financial crisis akin to 2008, including the rising use of debt financing via private credit funds — This time let's think about a financial crisis before it happens. — The U.S. economic data for the last few months is looking decidedly meh.
More: Blood in the Machine, The Economist, and Wall Street Journal
Bluesky: @andrewfacini.com, @stellarwork.com, @kosso.co.uk, @4til7, @nicholasgrossman, @edfinnerty, @mel.bzky.team, @lastnametbd, @cfaller96, @akfullerton, @edzitron.com, @jessefelder, and @globalecoguy. Mastodon: @remixtures@tldr.nettime.org
X: @noahpinion, @da_stockman, @sdamico, @zoomyzoomm, @zoomyzoomm, @emollick, @ej_sanmartin, @daniellefong, @noahpinion, and @noahpinion. Forums: r/neoliberal
| Paul Kedrosky: |
As a percentage of US GDP, AI datacenter capex is already larger than peak telecom spending during the dot-com era and is approaching the railroad spending boom — AI capex is so big that it's affecting economic statistics, boosting the economy, and beginning to approach the railroad boom
More: Wall Street Journal, A Wealth of Common Sense, and Cautious Optimism
X: @mims, @partners_road, @bopanc, @bearlyai, @clairlemon, @josephpolitano, @dkthomp, @birdyword, @lhamtil, and @mims
Forums: Hacker News and r/Economics
| Mark Gurman / Bloomberg: |
Sources: Apple formed an Answers, Knowledge, and Information team to work on ChatGPT-like search experiences; iPhone 17 Pro may have been seen in live testing — Apple has a new “Answers” team developing a stripped-down rival to ChatGPT to help users access world knowledge.
More: TechCrunch, Financial Express, Livemint, Moneycontrol, MacRumors, The Indian Express, PYMNTS.com, The Mac Observer, KnowTechie, PhoneArena, Neowin, Benzinga, iPhone in Canada, Digital Trends, Appuals, iThinkDifferent, Mashable, Engadget, AppleInsider, Philip Elmer‑DeWitt, Cult of Mac, and 9to5Mac
Threads: @atcalexj. X: @markgurman, @samsolid57, @rustybrick, @firstadopter, @markgurman, and @maxwinebach. Forums: r/apple
| Lu Wang / Bloomberg: |
A study finds that AI trading bots can collude and fix prices in simulated markets without explicit instruction, posing challenges to regulators — It's a regulator's nightmare: Hedge funds unleash AI bots on stock and bond exchanges — but they don't just compete, they collude.
More: Fortune, Bloomberg, NBER, Tom's Hardware, The Post Millennial, and Mashable
| Angel Au-Yeung / Wall Street Journal: |
Young Americans are increasingly turning to BNPL loans from Affirm and others, as getting approved for credit cards becomes harder in today's economic climate — Young Americans are turning to easy, high-interest loan products; research shows some are spending more
Bluesky: @hypervisible
| Renee Dudley / ProPublica: |
Microsoft relied on China-based engineers to maintain SharePoint “OnPrem”, which was recently exploited by Chinese hackers to breach US government systems — Microsoft announced that Chinese state-sponsored hackers had exploited vulnerabilities in its popular SharePoint software … | George Osborne / Financial Times: |
Former UK Chancellor and Coinbase Advisory Council member George Osborne says the UK missed the first crypto wave and risks missing the stablecoin-driven second — If we were the world's only financial centre we could take our time to evaluate stablecoins — but we are not
More: American Banker
| Wen-Yee Lee / Reuters: |
Taiwan's chip sector is cultivating overseas talent with summer camps and university courses to address a shortage of skilled professionals and production staff — Dressed in a white protective suit and face mask, Nicolas Chueh listened intently as a guide introduced a series of silver machines used … | Janelle Bradley / PitchBook: |
EQT and CPP Investments agree to acquire Neogov, a provider of HR and compliance software for US public sector agencies, for $3B from Warburg Pincus and Carlyle — EQT and CPP Investments, which manages the Canada Pension Plan, have acquired Neogov in a $3 billion transaction, Neogov confirmed.| Pranav Mukul / The Economic Times: |
Indian quick commerce companies like Swiggy, Zepto and Flipkart are slowing down dark store expansion to rein in cash burn after an aggressive year of growth — Quick commerce firms are hitting pause on expansion of dark stores to keep cash burn in check. Industry executives said companies … | Haley Zimmerman / Wall Street Journal: |
An interview with Strava CEO Michael Martin on Athlete Intelligence, the premium AI “coach” introduced in 2024 that has alienated experienced users, and more — Over 150 million people use the fitness app. Michael Martin is hoping its new ‘Athlete Intelligence’ will convince more of them to pay for it.
Bluesky: @sidneysk, @jimmytwohands, and @hazardfromharvard
| Jessica Roy / The Information: |
A look at newsletter platform Beehiiv, which has hit $30M in ARR and fees starting at $43/month for 1,000 subscribers, unlike Substack, which takes a 10% cut — Last August, when CNN's Oliver Darcy decided he wanted to leave the network and launch Status, an email newsletter focused on the media industry …
More: On my Om and Daring Fireball
Bluesky: @dannygroner. Mastodon: @jeffjarvis@mastodon.social. X: @joannastern, @denk_tweets, and @kendallbaker
| Bloomberg: |
Asian financial hubs are updating stablecoin regulations and companies like Ant Group plan to become issuers, driven by US' embrace of dollar-pegged stablecoins — Asian markets are hurriedly updating their stablecoin rules as President Donald Trump's embrace of US dollar-pegged cryptocurrencies instills …
More: Motley Fool and Bitcoinist.com
| Clément Delangue / VentureBeat: |
Hugging Face CEO Clément Delangue says open-source AI is vital for US innovation and the US risks losing the AI race to China if it falls behind in open source — When President Trump released the U.S. AI Action Plan last week, many were surprised to see “encourage open-source and open-weight AI …
More: Analytics India Magazine. Bluesky: @kcnickerson and @jaime-taco. Mastodon: @brianstorms@mastodon.social
Threads: @robosubnick and @yannlecun
X: @sundeep, @bgurley, and @clementdelangue
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Lenny's Podcast:
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