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BlackRock compares the current AI boom to the internet bubble era, analyzing market similarities and differences.
Larry Fink reportedly advocates for using public savings, pensions, and private investments to fund AI data center infrastructure, drawing criticism for socializing costs while privatizing profits.
The author builds a stripped-down three-agent version of a 50-agent AI portfolio system described in a BlackRock paper, using Claude. The system produces a surprising regime analysis and adversarial critique that leads to a real portfolio adjustment.