Economist and professor at the University of Chicago Booth School of Business. His research focuses on behavioral economics, finance, and decision-making under uncertainty.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
As AI models get smarter, the opportunity cost of compute increases, driving up H100 rental prices even as technology improves and total compute supply grows — a reversal of Moore's Law dynamics where compute value halves every 18 months.
Developing countries need exposure to the AI hardware supply chain — specifically HBM maker SK Hynix — not just broad indices, to capture AGI wealth gains.