Tyler Cowen
FollowThe latest interviews, podcast appearances, and blog posts from Tyler Cowen, updated daily.
How are the market valuations for the U.S: insurers doing?
U. S. insurance stocks have been doing quite well since the beginning of May 2026, and they have materially outperformed the overall market.
Shout it from the rooftops (of the data centers)
Data-center investment has become one of the largest capital-expenditure cycles in financial markets, with U. S. hyperscalers expected to deploy roughly $700 billion in 2026.
Share price numbers for the Hugging Face incident
…major publicly traded cybersecurity firms lost roughly $65–80 billion, or about 8–10% of their combined value, in the days following disclosure of the Hugging Face/OpenAI incident; by early September…
Numbers, numbers, numbers
“The global cyber insurance market was worth nearly $15 billion last year and is expected to reach roughly $28 billion by 2030, Munich Re estimated in its latest report.
And it begins…(a good start…)
Wall Street banks are pushing large law firms to cut fees, arguing that the business model that has enriched top lawyers for decades is not sustainable in an era of AI.
Astra, doing poetry
One prompt, no cherry-picking: TC: “Now a short poem in the style of the very best Rilke, in German:” Die Hand im Schlaf Nun liegt sie offen.
My excellent Conversation with Michael Moritz
Here is the audio, video, and transcript.
Richard Fontaine interviews me about AI
For the American Society for AI. The post Richard Fontaine interviews me about AI appeared first on Marginal REVOLUTION .
The College Wage Premium in the Generative AI Era
After expanding for four decades, the U. S. college wage premium is experiencing a sustained contraction, dropping sharply from 0.626 in 2022 to 0.575 in 2026.