Vector quantization, stock dips & RAMageddon – the real story behind how a memory compression algorithm went viral ...

High valuations of AI-related firms are usually read in binary terms: either they reflect fundamentals or they are a bubble. This paper develops a third possibility: an optimistic valuation can have a ...

We examine US bond yields around 30 major AI model release dates from four frontier labs between November 2022 and December 2025. Long-term Treasury and TIPS yields fall around these releases and ...