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GeoMacro Strategy Insight

The Wolf That Cried “Wolf!” – Don’t Fall For AI Alarmism

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The world has descended into a full blown Doomer panic since the 27-year-old Anthropic engineer quit over the threat that AI would cause human extinction. Now-famous Jacob Coxon posted that “The people building AI earnestly believe that it could kill us all by the end of the decade. This is not a marketing stunt.”

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A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.

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