The stock market reacted to the Democrats’ midterm election sweep in zig-zag fashion, with a crisis-aversion relief rally on Wednesday, a plunge on Thursday as the thought of AI data center roadblocks chilled investor optimism, and a bit of a recovery Friday as leveler heads prevailed (speed bumps yes, roadblocks no). … Also: The AI race faces three intensifying constraints—financial, political, and physical, the first two becoming acute. Will the boom continue? Elias and Ed share why they think it will but at a slower pace. … And: AI is making, not taking, jobs—at least so far. They also share four cheery takeaways from the employment report for October. … Plus, Ed reviews “Tenzing” (+ +).
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