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StarDust's avatar

Great article! I recall watching one of your YouTube videos about the importance of unlearning.

It’s been 55 years since Trofflers.

Thank you for your weekly global macro recaps!

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Jonathan Cope's avatar

A great piece.

Thank you for it.

AI will likely amplify learning and education disparities that exist today. Much as owners of assets have enjoyed greater wealth creation than savers. Intellectual engagement and life-long learning will be rewarded by AI. Leisure maximization, enabled by AI, will be punished by it. People globally will have the opportunity to self-improve to a degree never before possible. Not all will embrace the opportunity. The resulting outcome may well further exacerbate the spread between haves and have nots. It’ll be an interesting time. Darwin would have been intrigued by our future, I expect.

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MJ617's avatar

Great piece, Jordi, as always.

In an upcoming article or in your weekly video with Pomp, can you please address the Chanos trade of buying Bitcoin and shorting MSTR? And will this mean that MSTR's days of trading at a premium to its Bitcoin NAV are essentially over forever?

Unless Saylor comes out with an announcement that he will be using his BTC stockpile to create a financial services company -- and therefore the market can value MSTR on something other than BTC assets -- it would seem that MSTR's best days are behind it. Would love to know your thoughts. Thank you.

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PBchuck's avatar

This article should be required reading for any company engaging with outside AI Consultants. LinkedIn member profiles are constantly adding terms like 'AI Expert'. Rather than being intimidated by someone with these 'credentials' this article can assist one with being in a 'state' of intelligent inquiry. What is this Ai experts approach to providing assistance? Great perspective.

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Lance Tracey's avatar

Thanks. Very instructive. Not knowing is a superpower. Life is about questions.

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Alexander von den Steinen's avatar

Excellent - thank you very much, important message that while people might sense that disruption is coming, getting over their internal barriers to understanding it is far from given.

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Iwana Johannsen's avatar

I love this article, this is so spot on! I agree that unlearning is one of the most important skills today. 2024 was my year of 'unlearning life' and it's been one of the most important steps I've taken!

https://open.substack.com/pub/iwanajohannsen/p/unlearning-life?r=1zm4ks&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false

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derek's avatar

Excellent work sir. Thank you.

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7 star jungle's avatar

Took me a couple of goes at this one Jordi as I had to download the Josh Waitzkin book and start reading it! Brilliant thinking as always. You’re really pushing the envelope mate. Peace

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Miles's avatar

Well said

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Michael L's avatar

Excellent. I need to start taking note of this!!

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