Macro Musings with David Beckworth Joey Politano on the AI Investment Boom and Trends in Economic Growth
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Dec 16, 2024 Joey Politano, an economist and commentator renowned for his Substack newsletter, joins to explore the AI investment boom and economic growth. He delves into the generational differences in economic views and how the experiences of Millennials and Gen Z shape their perspectives. The conversation shifts to AI's pivotal role in enhancing scientific research and energy demands, particularly highlighting the resurgence of nuclear energy as crucial for powering AI technologies. Politano also discusses how these trends could signify a departure from secular stagnation.
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Broadening Horizons
- Joey Politano transitioned from writing about macroeconomics to broader topics like industrial policy and industry trends.
- This shift allowed him to explore diverse subjects and share his insights with a wider audience.
Platform Dynamics
- Network effects make it difficult to displace established platforms like X (Twitter).
- Meaningful interactions and insightful replies are crucial for a platform's value.
Shifting Social Media Landscape
- X (Twitter) has become more of a broadcast platform, hindering in-depth discussions.
- Blue Sky offers a more interactive experience, fostering deeper conversations.