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Joe is waking up to the POST-CONSUMER MARKET thesis still "inflation"… baby steps
Joe is waking up to the POST-CONSUMER MARKET thesisstill "inflation"… baby stepsJoe Weisenthal: In the newsletter, I wrote about one worrying, plausible path.One in which the AI buildout continues to be seen as a quasi- nuclear arms race against China, and policymakers feel compelled to impose austerity on the non-AI e