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The Fed doesn’t know who’s financing the $3 trillion AI boom | Fortune 0
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- August 25, 2026
The debate over artificial intelligence and monetary policy is already well under way. Federal Reserve Chair Kevin Warsh and others have rightly emphasized that AI could raise productivity and productive capacity even as the investment boom puts pressure on resources before those benefits arrive. That timing problem is real. But it risks obscuring a more
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America faces an affordability crisis like the one from 25 years ago, but needs a fresh solution | Fortune 0
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- August 21, 2026
Twenty-five years ago, multinationals found themselves facing an affordability crisis. Emerging economies were growing at 3x to 4x the rate of developed economies (they are still growing ~2x faster now). The collective purchasing power of billions of potential consumers and the growing middle class in emerging markets presented an enormous business growth opportunity. Many multinationals
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The AI ‘death zone’ is here and most corporate AI strategies are standing in it | Fortune 0
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- August 21, 2026
In July, for the first time, Chinese developed models took all five top positions on OpenRouter, the neutral routing platform that has become the closest thing the AI industry has to a Nielsen rating. Xiaomi’s MiMo V2.5 ranked first by token volume, followed by models from DeepSeek, MiniMax, Alibaba’s Qwen family and Moonshot’s Kimi. Chinese
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AI productivity tools are overhyped and overfunded. Investors should look elsewhere | Fortune 0
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- August 21, 2026
The world does not need any more AI productivity tools. We’ve evaluated such tools running well into triple digits in the past 12 months alone, and believe that the vast majority of those are destined for the graveyard. We’re in the most exponential cycle of innovation, and therefore value creation, the world has ever seen.
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The U.S. built its brand by attracting the world’s best and brightest. It must not lose that advantage | Fortune 0
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- August 19, 2026
Experienced CEOs know that brand equity can be a company’s most valuable asset, one that often doesn’t appear on the balance sheet. Companies build trust, credibility, and goodwill over decades through consistent performance. But as any chief executive knows, the strongest brands are rarely destroyed by their competitors. More often, brands are weakened by a
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Conscious unbossing isn’t just a Gen Z thing. I’m a CMO who did it | Fortune 0
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- August 16, 2026
“Conscious unbossing” got its name a couple of years ago, when a Robert Walters survey found most young professionals didn’t want to become middle managers. Whether Gen Z actually acts on it is a fair question. Plenty of them still take the manager job, and I get it, the raise for managing is 11% versus
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