Daily Alpha · Substack
· Post-Market Alpha · by Buzzberg Research
One full public article framed AI as inflationary demand now and deflationary productivity later; two previews exposed no auditable thesis.
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Themes on this desk
Two-machine Fed lens
The public article separates near-term infrastructure inflation from later productivity disinflation.
Substack - Asymmetrical Bets
Public Substack framed AI as inflationary now and deflationary later
A contributed public Substack article argued that AI creates near-term inflationary demand through infrastructure while its productivity payoff could be deflationary later.
The timing mismatch helps explain why strong AI investment can coexist with a hawkish Fed.
Watch Watch power costs, credit spreads, capex guidance, and measurable productivity gains.
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