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Animal Spirits: Never Go All in on Stocks
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Animal Spirits:
On today’s show, we discuss:
The Economy That's Great for Parents, Lousy for Their Grown-Up Kids
Wait, Are 74% Of Businesses Actually Seeing An ROI From Generative AI?
Tens of Thousands of White-Collar Jobs Are Disappearing as AI Starts to Bite
Kraft Heinz CEO Warns of Worst Consumer Sentiment in Decades
MTV Pays 'Ridiculousness' Star Rob Dyrdek at Least $32 Million a Year
Charts:


























Tweets/Bluesky:
Why AI is Underhyped and Isn't a Bubble Yet
Here's why AI isn't a bubble today. I've distilled the data points and ideas from my previous columns and coverage. If you prefer facts and evidence-based reality over vibes and conflated narratives, enjoy!
-Big Tech valuations are
— tae kim (@firstadopter)
6:40 PM • Oct 25, 2025
Yeah. We're fucked, tbh
— Del (@TheCartelDel)
12:43 AM • Oct 31, 2025
People freaking out over corporate layoffs tend to forget the enormous size and churn of the U.S. labor market.
7.5 million private sector jobs were destroyed in Q4 2024 alone! (But even more were created.)
— John Lettieri (@LettieriDC)
2:27 PM • Oct 29, 2025
NEO The Home Robot
Order Today— 1X (@1x_tech)
6:04 PM • Oct 28, 2025
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