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AI Bubble, Inflation, and the Limits of Monetary Policy | Jason Furman

Is the AI boom a bubble waiting to burst? Dive into the economic forces shaping our future, from inflation to the limits of central banks.

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Elon's Recipe for Winning the AI Race: Grok5 and Colossus

Elon's Recipe for Winning the AI Race: Grok5 and Colossus

Duration: 00:29:29
September 23, 2025
  • Two independent researchers significantly improved Grok-4's performance on the Arc AGI benchmark through novel training methods, specifically open source program synthesis and test time adaptation, achieving near-AGI results.
  • Grok-4 Fast, XAI's new model, achieves remarkable efficiency, being 47 times cheaper than Grok-4 and surpassing Gemini 2.5 Flash in performance while boasting a two million token context window.
  • A race is underway to build larger AI data centers, exemplified by XAI's Colossus 2 and Microsoft's response, validated by NVIDIA's $100 billion investment in OpenAI, highlighting the enormous capital expenditure going into future AI compute infrastructure.