Matt Kuperholtz: On Ethics and AI and old ATARI computers

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Computing power, not sanctions, the real lever over China: Kotkin

Computing power, not sanctions, the real lever over China: Kotkin

Computing power offers efficient leverage that Hoover Institution historian Stephen Kotkin argues the US has against China, with the US dominating world’s compute capacity at 75 to 80 per cent. In a keynote address to the Fiduciary Investors Symposium at Stanford University, Kotkin also examined how Nvidia's Jensen Huang could become the central actor reshaping that balance.

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Khosla warns of disrupted decade before AI boom brings abundance

AI will deliver a five-year burst of productivity and cost cutting before a deflationary decade reshapes the global economy, according to legendary venture capitalist Vinod Khosla.

Managing fat tails and risks in the face of contradictory signals

Global investors face the difficult task of setting asset allocation in an environment where the global macro-economic backdrop suggests chaos and downside risk but markets continue to perform strongly.

Risk takers vs scalers: Investors split on where to access innovation

Investors are still split on whether it’s better to hunt for innovative companies in the public or private markets. But the biggest consideration for investing in new technologies might have more to do with liquidity.

NZ Super co-CIOs chart TPA vision; hunt for new alpha sources

As NZ Super nuts out growing pains in processes and technology, it has made some recent decisions to change its governance route including appointing two co-CIOs, Brad Dunstan and Will Goodwin, last year. In an interview, they discuss the co-delegation model, the evolution of TPA, and new alpha sources.

HESTA prepares AI investment framework for total fund clarity

The A$98 billion ($64 billion) Australian super fund HESTA is laying the groundwork for a more systematic framework for using AI across its total portfolio, solidifying use cases in research, forecasting, risk management and private assets that all centres on the objective of “seeing risks earlier and clearer”.

US Department of Labor slams OECD on ‘Marxist’ ESG policies

The US Department of Labor has publicly condemned the OECD for “pushing members to politicise their pension systems by integrating ESG factors unmoored from returns”, declaring that it will no longer support the OECD's responsible investment principles and the concept of ESG "a Marxist march through corporate culture". 

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