economics
2 articles
The AI Revolution Might Look Like a Recession — What Feminist Economics Can Teach Us About GDP's Blind Spot
When an $8,000 legal memo becomes a $20 subscription, GDP drops 99.7% while actual output stays the same. SemiAnalysis argues we need tools from feminist economics to measure AI's real value.
The Hidden Second Half of AI Compute Leasing: What Happens After the 5-Year Contract Expires?
Everyone stares at the first 5 years of AI compute profits. But the real game is decided by what happens after the contract expires.