BowTied Bull

BowTied Bull

AI Brakes? Someone is Lying. And. Yield Curve Makes it Worse

Level 4 - Turbo Autist

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BowTied Bull
Oct 12, 2026
∙ Paid

Welcome Avatar! We got some really interesting comments from tech companies this week. Specifically, OpenAI missed their expected revenue by ~$20B (expected to be closer to $70B ended up closer to $50B). And. We also learned that Microsoft is pushing for an “emergency brake” on advanced AI.

This all sounds pretty familiar to the self driving vehicle hiccup back in the early 2020s with Tesla/Waymo/Mobileye etc. When growth hits a clean valley, the options are to hide behind moral items (“AI might kill us all”) or rearrange all the goals.

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