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Erik Brynjolfsson
Профессор, Стэнфордский университет
Винрейт
66.7%
доходность
+8.5%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
14 фев
$305.72
+10.3%
Brynjolfsson is betting that productivity will be significantly higher than CBO predictions due to AI. He references the "Digitalist Papers" and the massive investment by tech giants to build out capabilities. The "San Francisco consensus" (mentioned by Eric Schmidt in the papers) suggests that the Hyperscalers are the gatekeepers of this productivity boom. They own the models and the infrastructure required to capture the economic value of the 3.5% GDP growth Rattner predicts. LONG the owners of the AI infrastructure. Regulatory breakup or failure to monetize AI capex.
Brynjolfsson is betting that productivity will be significantly higher than CBO predictions due to AI. He references the "Digitalist Papers" and the massive investment by tech giants to build out capabilities. The "San Francisco consensus" (mentioned by Eric Schmidt in the papers) suggests that the Hyperscalers are the gatekeepers of this productivity boom. They own the models and the infrastructure required to capture the economic value of the 3.5% GDP growth Rattner predicts. LONG the owners of the AI infrastructure. Regulatory breakup or failure to monetize AI capex.
Гиперскейлеры
Лонг
14 фев
$639.77
-9.8%
Brynjolfsson is betting that productivity will be significantly higher than CBO predictions due to AI. He references the "Digitalist Papers" and the massive investment by tech giants to build out capabilities. The "San Francisco consensus" (mentioned by Eric Schmidt in the papers) suggests that the Hyperscalers are the gatekeepers of this productivity boom. They own the models and the infrastructure required to capture the economic value of the 3.5% GDP growth Rattner predicts. LONG the owners of the AI infrastructure. Regulatory breakup or failure to monetize AI capex.
Brynjolfsson is betting that productivity will be significantly higher than CBO predictions due to AI. He references the "Digitalist Papers" and the massive investment by tech giants to build out capabilities. The "San Francisco consensus" (mentioned by Eric Schmidt in the papers) suggests that the Hyperscalers are the gatekeepers of this productivity boom. They own the models and the infrastructure required to capture the economic value of the 3.5% GDP growth Rattner predicts. LONG the owners of the AI infrastructure. Regulatory breakup or failure to monetize AI capex.
Гиперскейлеры
Лонг
14 фев
$401.32
+24.9%
Brynjolfsson is betting that productivity will be significantly higher than CBO predictions due to AI. He references the "Digitalist Papers" and the massive investment by tech giants to build out capabilities. The "San Francisco consensus" (mentioned by Eric Schmidt in the papers) suggests that the Hyperscalers are the gatekeepers of this productivity boom. They own the models and the infrastructure required to capture the economic value of the 3.5% GDP growth Rattner predicts. LONG the owners of the AI infrastructure. Regulatory breakup or failure to monetize AI capex.
Brynjolfsson is betting that productivity will be significantly higher than CBO predictions due to AI. He references the "Digitalist Papers" and the massive investment by tech giants to build out capabilities. The "San Francisco consensus" (mentioned by Eric Schmidt in the papers) suggests that the Hyperscalers are the gatekeepers of this productivity boom. They own the models and the infrastructure required to capture the economic value of the 3.5% GDP growth Rattner predicts. LONG the owners of the AI infrastructure. Regulatory breakup or failure to monetize AI capex.
Гиперскейлеры
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У Erik Brynjolfsson на Buzzberg отслеживается 3 торговых идей по 3 тикерам с февраля 2026. Чаще всего покрывает: META, MSFT, GOOGL.
