From Our Weekly Note and More
Guidance for the Class of 2023: From Today and the Past
Consider commencement views from today and the past by Bill Gates, Oprah Winfrey, Shonda Rhimes, U.S. Navy Admiral William H. McRaven, Steve Jobs and President John Kennedy.
On Silicon Valley Bank's Failure
On the “Review of the Federal Reserve’s Supervision and Regulation of Silicon Valley Bank” and comments from Michael Barr, its Vice Chair for Supervision.
On Being Pragmatic About Artificial Intelligence
Comments about AI from the The Economist and Jaron Lanier, in The New Yorker to consider.
On the "Benefits, Limits, and Risks of GPT-4 as an AI Chatbot for Medicine"
Comments from “Benefits, Limits, and Risks of GPT-4 as an AI Chatbot for Medicine” (New England Journal of Medicine; March 30, 2023)
On Fentanyl, Xylazine and Illegal Drug Trends
Comments from the U.S. Congress, Drug Enforcement Administration (DEA), Food and Drug Administration (FDA) and the Centers for Disease Control (CDC)
On U.S. Inflation, Mortgage Rates and a Bank's Collapse
Comments from U.S. Federal Reserve Chairman Jerome Powell, Freddie Mac Chief Economist Sam Khater and the closure of Silicon Valley Bank.
On AI, Digital Assets, and the SEC
Comments by U.S. Securities and Exchange Commission Chair Gary Gentler on AI-driven predictive data analytics and digital/crypto assets.
On "The Last of Us", Fungi and Disease
With the popularity of HBO’s "The Last of Us” series, which presents a fictitious fungi driven global pandemic - consider the comments from the World Health Organization and the U.S. Center for Disease Control
On the U.S. Debt Ceiling: Selected Views
Views for Ray Dalio (Founder - Bridgewater Associates), Mark Zandi (Chief Economist - Moody’s Analytics), Brookings Institute, and Neil Bradley (Executive Vice President, U.S. Chamber of Commerce)
On AI Disruption, ChatGPT and more
Comments from Microsoft CEO Satya Nadella, Coursera CEO, Jeff Maggioncalda, Stanford Professor Erik Brynjolfsson and singer/composer Nick Cave.
On World Cup Players, Teams and Benefits, from an AI Chatbot (ChatGPT)
Views on the recently released artificial intelligence chatbot ChatGPT backed by Sam Altman, Reid Hoffman, Microsoft, Khosla Ventures and others.
On Sam Bankman-Fried & the Collapse of FTX
Comments from Sam Bankman-Fried, U.S Justice Department, Harvard Business Review, Mark Cuban and Mike Novagratz
On "What Really Matters?" & Investing
Comments from Howard Marks, co-founder of Oaktree Capital Management, a firm that manages $163 billion.
On Crypto, FOMO and "the next big thing"
Last week, bankruptcy details about FTX Group, a crypto platform once valued at over $30 billion, continued to unfold.