Hacker News with Generative AI: Investment

Prejudice and China (gavekal.com)
At an investment conference in Kuala Lumpur recently, I caught up with an old friend and Gavekal client. Over coffee between sessions, we talked about one of the most visible changes of the last few years in Asia: the Chinese cars that have so quickly appeared on roads across the continent.
Wall Street Investors Enter Single Family Rentals (arpitrage.substack.com)
As housing affordability becomes a key political issue, the one rare area of apparent consensus is that large-scale institutional investors are to blame.
Tech giants set to pay through the nose for nuclear power thats still years away (theregister.com)
Nuclear power contracts signed by hyperscalers show they're desperate for reliable "clean and green" energy sources to feed their ever-expanding datacenter footprints, however, investment bank Jefferies warns that these tech giants are likely to end up paying over the odds to get it.
Mullenweg has gone 'nuclear' against tech investing giant Silver Lake (cnbc.com)
Toyota to invest $500M in flying taxi startup Joby (ft.com)
Show HN: Overpay mortgage or invest? I built a calculator to help you decide (showloan.info)
showloan.info - modern mortgage and cash loan calculator 2024. Loan repayment schedule, installment calculator, and loan overpayment calculator. Overpay or invest?
If you're so smart, why aren't you rich? (2018) (technologyreview.com)
The most successful people are not the most talented, just the luckiest, a new computer model of wealth creation confirms. Taking that into account can maximize return on many kinds of investment.
Investors pile into OpenAI's $6B funding round in unprecedented bet (ft.com)
Jerry Neumann: Resignation Letter (reactionwheel.net)
I am no longer investing in new companies.
Ex-Goldman Sachs MD betting his career that climate change to upend real estate (bloomberg.com)
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The coming long-run slowdown in corporate profit growth and stock returns [pdf] (2023) (federalreserve.gov)
Musk's Twitter investors have lost billions in value (washingtonpost.com)
Generative AI coding startup Magic lands investment from Eric Schmidt (techcrunch.com)
Mega-Rich Family's Advisers Made Fortune Despite $30B in Failed Bets (bloomberg.com)
Foreign Investors Pull Record Amount of Money from China (bloomberg.com)
Is AI going to pay its way? Wall Street wants tech world to show it the money (theregister.com)
Elliott says Nvidia is in a 'bubble' and AI is 'overhyped' (ft.com)
The Last 72 Hours of Archegos (bloomberg.com)
California city plan funded by Silicon Valley investors put on hold (nytimes.com)
Of the 17 Y Combinator companies that IPOed, 14 have lost money for investors (reddit.com)
Big Tech says AI is booming. Wall Street is starting to see a bubble (washingtonpost.com)
Y Combinator vs. Lightspeed ventures vs. Seqoia arc (ycombinator.com)
Ark Invest: Robotaxis 28 trillion by 2030 [video] (youtube.com)
Wall Street bearish investors are out of favor–but evidence is they're right (fortune.com)
Gen AI: Too much spend, too little benefit [pdf] (goldmansachs.com)
VCs say they are founder friendly; Detroit's Ludlow Ventures takes it further (techcrunch.com)
Follow the Capex: Triangulating Nvidia (platformonomics.com)
Goldman Sachs says the return on investment for AI might be disappointing (businessinsider.com)
Etched Is Making the Biggest Bet in AI (etched.com)
The First Hedge Fund (commoncog.com)