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Market Perspectives
The One Hour That Will Rewire How You Run Your Company: Marco Casalaina, Microsoft’s AI Futurist, Live at SICC — 6 Oct 2026
Marco Casalaina, Microsoft’s AI Futurist, headlines the SICC Tech Transformation webinar on 6 Oct 2026. Here is why one hour changes your 2027 plan.
You Can’t Copy Judgment: The One Assumption Holding Up the Entire “AI Firm”
Dwarkesh Patel’s “AI Firm” is central planning with GPUs. Why you can’t copy judgment — and what that means for AI trading.
The Mythos Ban Is a Medieval Mistake: Why Recalling a Frontier Model Backfires
The US ordered Anthropic to suspend Fable 5 and Mythos 5. Banning the model misses where capability actually lives — the harness, context, and open weights.
Compute Is Cheap, Judgement Is Scarce: Why the Next Decade of Hedge Fund Hiring Looks Nothing Like the AI Doomers Predict
WEF says +78M net new jobs by 2030. China’s courts have rejected “AI” as a layoff defence. Tyler Cowen’s seven principles, translated for hedge funds, quants, and the next decade of buy-side hiring.
Anthropic Mythos — What It Means for Your Security, Your Markets, and Your Workflows
Anthropic’s Mythos model autonomously exploits zero-days across every major OS. Here’s what it means for finance and 20 practices to secure your workflows.