$100,000 H-1B Visas: What Does it Mean for AI? charlessizemore.com/p/100000-h-1b-…

Before You Pop the Champagne Corks Over That GDP Report... charlessizemore.com/p/before-you-p…

On Bloomberg this morning, in reference to AI capital spending: “The numbers that are being thrown around are so extreme that it’s really, really hard to understand them.”David Einhorn substack.com/@charlessizemo…

Get a Job, Hippy charlessizemore.com/p/get-a-job-hi…

Gold’s lack of utility is what makes it valuable as a portfolio diversifier: substack.com/@charlessizemo…

The Inflation the Fed Can't Control charlessizemore.com/p/the-inflatio…

Is AI Really Killing Jobs? charlessizemore.com/p/is-ai-really…

ChatGPT Just Declared War on Google charlessizemore.com/p/chatgpt-just…

Shades of 1999 open.substack.com/pub/charlessiz…

Was Oracle the Canary in the Coalmine for AI? charlessizemore.com/p/was-oracle-t…

Model 401k Allocation charlessizemore.com/p/model-401k-a…

What if AI Ends Up Being a Nothingburger? charlessizemore.com/p/what-if-ai-e…

Gold $10,000? charlessizemore.com/p/gold-10000?r…

Sometimes They Really Do Ring a Bell charlessizemore.com/p/sometimes-th…

The Achilles Heel of the AI Boom charlessizemore.com/p/the-achilles…

Sure, seems responsible...

""Oracle’s stock jumped by 25% after being promised $60 billion a year from OpenAI, an amount of money OpenAI doesn’t earn yet, to provide cloud computing facilities that Oracle hasn’t built yet, and which will require 4.5 GW of power (the equivalent of 2.25 Hoover Dams or four

Happy Guy Fawkes Day charlessizemore.com/p/happy-guy-fa…

Is the Air Starting to Seep Out of the AI Bubble? charlessizemore.com/p/is-the-air-s…

Warren Buffett's Last Letter to Investors (Maybe) charlessizemore.com/p/warren-buffe…