AI jobs displacement Notes: The Only Way Not to Be Replaced by AI is to Invest in AI Summary * AI democratizes software creation, but capitalism rewards scale, risking economic dilution
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Kimi Themes - DeepSeek, Kimi, and AI Efficiency (Pt.4) Summary * Moonshot’s Kimi 1.5 demonstrates that China’s top labs
Palantir Updates: Palantir - 2025 the Year of AI Application? Summary * While PLTR currently trades at a high multiple (~450x TTM P/