Torsten Slok
PulseAugur coverage of Torsten Slok — every cluster mentioning Torsten Slok across labs, papers, and developer communities, ranked by signal.
- employed by Apollo Global Management 95%
- employed by Apollo.io 95%
- instance of S&P 493 70%
- instance of Apollo.io 70%
- instance of Apollo Global Management 60%
- affiliated with Apollo Global Management 50%
- headquartered in Apollo.io 50%
- affiliated with Apollo.io 50%
- competes with Magnificent Seven Tech Stocks 50%
- affiliated with Magnificent Seven Tech Stocks 50%
- authored by Jevons paradox 50%
10 day(s) with sentiment data
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AI's financial payoff elusive outside tech; Chinese models challenge US labs · 2 sources tracked
Despite significant investment and hype, artificial intelligence has not yet yielded substantial financial returns for corporate America outside of the tech sector. Analysts suggest that the true impact of AI on revenue…
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AI's financial payoff for most S&P 500 firms remains elusive, requiring CEO-led operating model changes
AI has not yet delivered significant financial returns for most companies in the S&P 500, with the exception of the "Magnificent Seven" technology firms. While companies selling AI infrastructure like Azure and Google C…
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Brazilian court fines lawyers $16K for hidden AI prompt injection
A Brazilian labor court has fined two law firms approximately $16,000 for using a prompt injection technique in a legal filing. The lawyers hid a directive in white text on a white background, instructing any AI used by…
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Economist warns AI investment bubble risks economic instability
Torsten Slok, chief economist at Apollo Global Management, expressed concern that the current massive investments in AI may not yield proportional returns, potentially leading to a significant economic bubble. He highli…
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Elon Musk warns AI cloud companies face debt crisis and consolidation
Elon Musk has warned that over 200 AI cloud companies, known as neoclouds, are at risk of significant consolidation or failure due to a debt crisis. These companies finance their operations by borrowing heavily to purch…
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AI's economic boost nearing peak, with limited payoff outside Big Tech
Economists from Goldman Sachs and Apollo.io suggest that the significant boost AI has provided to the U.S. economy is approaching its peak. Goldman Sachs chief economist Jan Hatzius anticipates the growth impulse from A…
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AI's Financial Benefits Limited to Tech Sector, Apollo Analysis Finds
A recent analysis by Apollo Global Management indicates that the financial benefits of artificial intelligence have been largely confined to the technology sector. While major tech firms like Nvidia and Meta have experi…
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AI delivers zero financial payoff to most US companies, says Apollo economist
Artificial intelligence has not yet provided a significant financial return for most of corporate America, according to Torsten Slok, chief economist at Apollo.io. An analysis of the S&P 500, excluding the largest tech …
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AI delivers no financial payoff for most companies, says Apollo economist · 4 sources tracked
A recent analysis by Torsten Slok, chief economist at Apollo Global Management, suggests that artificial intelligence has not yet provided a significant financial return for most companies outside the technology sector.…
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Big Tech profits from AI while rest of corporate America sees no returns
A recent analysis indicates that while Big Tech companies, particularly the Magnificent Seven, are experiencing significant revenue and profit growth attributed to AI, the broader corporate America has seen no discernib…
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Economist flags core economic flaw in AI bull case amid market pullback
Top economist Torsten Slok has identified a fundamental economic flaw in the AI bull case, arguing that the marginal cost of producing AI compute currently exceeds the marginal benefit it delivers to users. This suggest…
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Gary Marcus: Generative AI's harms outweigh benefits
Gary Marcus argues that generative AI has predominantly caused harm, citing issues like deepfake pornography, increased phishing scams, and widespread disinformation. He notes concerns about government influence on LLMs…
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Economist: AI not yet boosting productivity or profit margins
Economist Torsten Slok observes that despite widespread discussion of AI, there are no current indications of it boosting productivity growth. He notes that corporate America is beginning to view AI spending as a cost r…
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VC-backed firms dominate top AI spending, data shows
New data from the AI Index indicates that 80% of the top 1% of AI spenders are backed by venture capital. This contrasts sharply with only 13% of median spenders who receive VC funding. The findings suggest a significan…
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AI token costs plummet, yet enterprise bills soar due to Jevons paradox · 1 source tracked
Despite a significant drop in per-token costs for AI models, enterprise spending on large language models has doubled and quadrupled, a phenomenon attributed to Jevons paradox. As tokens become cheaper, companies are co…
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US leads AI infrastructure, Europe leads adoption: Torsten Slok
Economist Torsten Slok highlights the US's dominance in AI infrastructure and model building, noting that the US possesses three times the datacenter capacity of Europe. Despite this, several European countries and firm…
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US leads AI economy build-out, Europe focuses on usage: Economist
Torsten Slok, chief economist at Apollo Global Management, posits that the US and Europe have distinct roles in the AI economy. The US is positioned as the builder, leading in supply-side measures with hyperscaler capit…
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Fed Chair Warsh's hawkish turn triggers bond market rout
Federal Reserve Chair Kevin Warsh's hawkish stance, particularly following his Jackson Hole speech, has triggered significant turmoil in the U.S. bond market. Yields on 30-year Treasurys have surged to their highest poi…
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AI may be a skill-disequalizer for junior workers, new study finds
New research from economist David Autor suggests that AI may not be the skill equalizer for early-career workers that many anticipate. A study involving patent lawyers found that while AI improved the quality of drafted…
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Goldman Sachs strategist warns of AI-driven earnings bubble amid capital competition
Peter Oppenheimer, Goldman Sachs' chief global equity strategist, has updated his concerns about a potential "earnings bubble" in technology stocks. His latest report, "Competition for Capital," now links this risk dire…