David Jackson
David Jackson's personal blog. Thoughts on economics, family, running, politics, and culture ….
Category: Economics and Finance
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Interesting short article from Bain. At the demand predictions for use of AI, there is simply not enough capital to keep up. “Bain’s analysis of sustainable ratios of capex to revenue for cloud service providers suggests that $500 billion of annual capex corresponds to $2 trillion in annual revenue. What could fund this $2 trillion…
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I’m curious about the population growth “megatrend” that is often stated as fact but is highly questionable. Between now and 2050, world population is forecast to be 15–20% higher at most. I say “at most” as the UN forecast is continually revised down due to faster-than-expected birth-rate declines. Furthermore, even if you accept the forecast,…
David Jackson 