Annotote TLDR

Should central banks like the Federal Reserve consider and adapt to fiscal policy – directly, indirectly, preemptively, or belatedly? Heterogeneous-Agent New Keynesian (HANK) advanced models Large fiscal deficits in unstable economies (Turkey '90s/'00s; Mexico '94; Russia '98; Brazil '99; Argentina '01) Large fiscal deficits in stable economies (wealth effect vs inflation e...

All about the psychological stew among socialization, digitalization, and mental health... Social isolation trends, demographics, and causation Social media, social networking, and digital communications (virtual vs IRL) Countertrend solutions Policymakers Educators Employers Technological ethics The future of socialization This podcast is Al-generated with NotebookLM, using the following sources,...

What happens when governments proactively lead strategic investments into specific industries of their economies? Global resurgence History of intervention (infant industry protection, national champions, Latin American ISI) Regulation and the World Trade Organization (WTO prohibited/actionable/nonactionable subsidies and TRIMs) Human capital (education and skills development) Special Economic Zon...

Everything you did and didn't want to know about the US housing supply crunch... Causes (permitting regulation, zoning laws, NIMBY, Faircloth Limit) Economic costs and environmental externalities Government policy initiatives (federal, state, and local) The missing middle of housing Accessory Dwelling Units (ADUs) This podcast is Al-generated with NotebookLM, using the following sources, research,...

The story of an early internet artifact that was speedrunning the next two decades of business on the web – in 2005, The Million Dollar Homepage was a website that displayed one million pixels in a 1000x1000 grid, each of which were sold online for $1: Alex Tew Pixel counter and scarcity Distributed denial of service (DDoS) attack Final sales via eBay auction Link rot Piexlotto sequel, copycats, a...

Computer Fraud and Abuse Act (CFAA) of 1986 is a controversial US law addressing computer crime – not only seeking to establish behavioral norms online, but also contributing to enforcement misuse/overreach with unintended consequences offline... History of CFAA legislation US v Matthew Keys (2012) US v Derrick Lostutter (2017) HiQ Labs v LinkedIn (2019) US v Aaron Swartz (2011) "Unauthorized acce...

What gives any object a constant identity even though its materials, components, and matter are constantly evolving and gradually being replaced over time? Plutarch's "Theseus paradox" Hobbes' "second ship" Hume's "Bundle Theory" Spatiotemporal continuity Savage's "Gradual Replacement" Popular public intuition Engagement history criterion This podcast is Al-generated with NotebookLM, using the fol...

Little ditty about 4-D... What is 4D? What are higher dimensions and how many could there be? Hypercube tesseract Sphere packing (kissing number) Geometric spatial dimensions (string theory) vs temporal Minkowski spacetime (time as the 4th dimension) Fractal dimensions (Coastline Paradox) Knots in 2D/3D/4D Brane worlds (aka brane cosmology/membrane theory) and gravity leakage (wormholes and black...

They promised us flying cars and instead of breaking their promise, they're probably going to deliver: History of flying cars Status of today's industry (How many players; who are the players; what do the cars look like; and how do they function?) When early and mass market adoption? Autonomous vehicles vs flying cars (Are flying cars going to be autonomous or automated? How will they compete with...

The state of quantum computers and their disruptive threats/benefits: Quantum mechanics (quibits, superposition, entanglement) Tech's cutting edge (noisy intermediate-scale quantum NISQ era, trapped ions, photonics, threshold theorem, error engineering, networking, repeaters) Effects on cybersecurity, encryption, and cryptography (RSA, Shor's algorithm, and post-quantum cryptography PQC like quant...

The research, development, and launch of permissionless mesh networks: Wireless ad hoc networks (WANETs) and mobile ad hoc networks (MANETs) Benefits, risks, and tradeoffs of mesh networking Delay-disruption tolerant networking (DTN) Empirical mesh networks in military, community, and commercial use (NYC's Red Hook wifi, SMesh, Spain's Guifi, and Amazon Sidewalk) Can a fully decentralized, peer-to...

All about the disruption of an American-led industry – and the creative destruction thereof: History of whaling Decline of the US whaling industry (causes and ramifications for jobs, politics, economics, and social stability) Rise of commercial whaling regulation and evasion US transition from whaling to other forms of energy and byproducts (economic benefits, detriments, and innovations) Standard...

While GPUs have the spotlight, high bandwidth memory (HBM) has an Oscar nomination for best supporting actor – but what's the state of the storage/memory market; what are the innovations therein; and who are the major players? A trip down memory lane: Memory vs compute NAND/SSD and data lakes (HDD need not apply) AI at the edge (client-side NVM SSDs) HBM3, 3D DRAM, and LLMs (stacked packaging) Fut...

Could Laplace's demon to be the theory of everything in the universe? Evaluating a counterfactual to free will: What is Laplace's demon? Attempt to both prove and disprove Laplace's demon Steelman Laplace's demon and causal determinism – are they logically possible, even if they're physically unachievable within our universe? Highlight the potential conflict between determinism and the limitations...

What's the latest with artificial intelligence and models' accuracy? Three objectives: Compare and contrast traditional autoregressive LLMs (Gemini/chatGPT/Claude/LLaMA) vs nonautoregressive AI (NotebookLM) vs chain of thought reasoning models (Strawberry o1) – including the benefits, detriments, and tradeoffs of each Error rates for NotebookLM vs traditional LLMs vs CoT reasoning models – focusin...

What's the past/present/future of the gaming industry and Ubisoft? Some video game macro and micro: Overview of the video game industry – its history and evolution; market size, structure, and economics; plus current state and outlook Ubisoft $UBSFY deep dive – its current predicament; competitive advantages/disadvantages; financials; and future, including upcoming game releases and other catalyst...

How has nonbank credit affected traditional bank lending? I'm particularly interested in three effects of nonbank lending (e.g. shadow banking and private credit): loans and leases in bank credit(do nonbanks crowd-out or displace banks?) bank loan performance (do nonbanks exhibit adverse selection and how do they affect broader delinquencies, chargeoffs, and defaults?) financial conditions (do non...