music
Source: https://thequietus.com/quietus-reviews/album-of-the-week/vanishing-twin-archives-review/ Absence makes the art grow bolder says Will Ainsley about Archives, which sounds like Chiastic Slide-era Autechre reimagining the Wicker Man soundtrack 아카이브스(Archives)에 대해 윌 앤즐리(Will Ainsley)는 "부재는 예술을 더 대담하게 만든다"고 말하는데, 이는 마치 '
Economy
Source: https://www.bloomberg.com/opinion/newsletters/2026-10-01/opening-private-markets-to-the-public Private markets are the new public markets: Performance fees A simple model is: 1. Regular retail investors pay index fund managers fees of approximately 0.03% of assets. 2. Sophisticated institutional investors pay hedge fund and private equity fund managers fees
semiconductor
Source: https://semiwiki.com/artificial-intelligence/373932-llm-assisted-schematic-test-report-analysis-and-root-cause-investigation/ By Piyush Bag Intro: In this AI era, building data centers has become crucial not just for hyperscalers, but for many companies as well, as they build the infrastructure for AI. At a high level, a data center includes compute, storage, networking, and other
semiconductor
Source: https://semiwiki.com/artificial-intelligence/374114-synopsys-announces-agentengineer-solutions-and-autopilot-platform-for-autonomous-engineering/ Synopsys today announced its AgentEngineerTM solutions portfolio and AutopilotTM Platform, advancing a fundamental paradigm shift in electronic design automation (EDA): moving beyond AI copilots toward autonomous engineering agents. Following a recent technical briefing with Thomas Andersen, Vice President of AI and Machine Learning at
Economy
Source: https://www.bloomberg.com/opinion/newsletters/2026-09-30/ai-agents-will-pay-attention Attention is all you need My little financials dispersion trade[1] is: 1. Some retail-facing financial businesses make their money from customers who pay too little attention. 2. Some retail-facing financial businesses make their money from customers who pay too much
Economy
https://www.bloomberg.com/opinion/newsletters/2026-09-29/is-existential-risk-securities-fraud Sub-existential risk One thing that artificial intelligence labs’ frontier models have gotten up to recently is hacking into companies’ and governments’ computer systems. If you are worried about AI as an existential threat to humanity, these hacking incidents probably make you more
Economy
Source: https://www.bloomberg.com/opinion/newsletters/2026-09-28/banks-recycle-the-risk Structured notes A traditional model might be: There are a lot of investors in the world and they each want to take some risks. Some big asset managers want to own the stock market and also buy some put options for
Economy
Source: https://www.tker.co/p/ai-depreciation-expense-earnings-accounting-headwind Is the massive and growing investment in AI infrastructure worth it? It’s a loaded question that yields different answers — depending on who you ask. AI 인프라에 대한 대규모의 지속적인 투자는 과연 그만한 가치가 있을까요? 이는 누구에게 묻느냐에 따라 서로 다른 대답이 나오는,
Economy
Source: https://www.oaktreecapital.com/insights/memo/more-on-repealing-the-laws-of-economics Last September, I wrote a memo titled Shall We Repeal the Laws of Economics? in which I described economies as organic entities that operate on their own pursuant to some underlying laws. The best known is the law of supply and demand:
music
Source: https://ra.co/news/86093 Welcome to our weekly music round-up. Every Friday afternoon, we'll share ten announcements from the last few days. Albums / Compilations DJ BORING - Radio Silence Label: Atlantic Records Release date: November 20th, 2026 DJ BORING unveils his debut album, a deeply personal
semiconductor
Source: https://semiwiki.com/semiconductor-manufacturers/tsmc/373986-designing-chips-for-the-ai-era-what-tsmcs-roadmap-means/ About twenty years ago I worked with Cliff Hou, LC Lu, and the TSMC PDK team on reference flows with emerging EDA and IP companies. This was the precursor to the OIP. Having a person with LC Lu’s depth of R&
semiconductor
Source: https://semiwiki.com/artificial-intelligence/373916-tokens-per-watt-over-peak-performance-retrofitting-heterogeneous-silicon-for-production-inference/ 👉 This is Part 2 of an editorial series on the evolving economics of AI inference. If you missed Part 1, where I broke down the shift toward full-system integration, the lessons from the AI Infra Summit, and the “no forks” open-source philosophy, you can