All Things AI

Guest Column by Mukesh

Mukesh, the Macro Musings intern, has expressed strong interest in the latest developments around the AI theme. As such, I asked him to do a deep dive into the many moving parts driving the AI theme. Below is the note that he wrote, summarizing the current state of the theme from numerous research sources and his own conclusions. I hope you enjoy the note!

Artificial Intelligence: A Critical Analysis of Market Trends, Investment, and Technological Capabilities by Mukeshwaran Baskaran, February 2025.