Erik Brynjolfsson 2.8 3 ideas
Professor, Stanford University
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By sector
Stock
3 ideas
-0.8%
Top tickers (by frequency)
META
1 ideas
0% W
-1.9%
MSFT
1 ideas
0% W
-0.3%
GOOGL
1 ideas
0% W
-0.1%
Best and worst calls
Best calls
GOOGL LONG
-0.1%
Brynjolfsson is betting that productivity will be significantly higher than CBO predictions due to AI. He references the...
Feb 14
MSFT LONG
-0.3%
Brynjolfsson is betting that productivity will be significantly higher than CBO predictions due to AI. He references the...
Feb 14
META LONG
-1.9%
Brynjolfsson is betting that productivity will be significantly higher than CBO predictions due to AI. He references the...
Feb 14
Worst calls
META LONG
-1.9%
Brynjolfsson is betting that productivity will be significantly higher than CBO predictions due to AI. He references the...
Feb 14
MSFT LONG
-0.3%
Brynjolfsson is betting that productivity will be significantly higher than CBO predictions due to AI. He references the...
Feb 14
GOOGL LONG
-0.1%
Brynjolfsson is betting that productivity will be significantly higher than CBO predictions due to AI. He references the...
Feb 14
YouTube
Wall Street Week | Rattner on Manufacturing, US Public Buses, Milan’s Boom, AI & The Future of Work
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.
Professor, Stanford University