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Barclays

All AI Pulse updates tagged "Barclays".

2 signals
X.com10/19, 14:03Business

Barclays debate: will embodied AI create wealth or crush demand?

Brad Rogoff sketches a doom loop—no jobs, no income, no buyers—while Themos Fiotakis argues dislocations aside, embodied AI still creates wealth.

embodied AIBarclayslabor market
Signal score 100Source
X.com10/13, 19:23Business

Barclays debates $1T AI capex by 2028

Brad Rogoff and Tom O'Malley debate a lab-driven AI capex forecast reaching $1T by 2028, nearly $300B above consensus, on The Flip Side.

BarclaysAI capexforecastpodcast
Signal score 100Source