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Visser argues AI will not cause mass unemployment due to a domestic labor shortage and demographic issues, but will destroy the corporate ladder, creating psychological damage in the job market.
Private credit funds use aggressive mark-to-model accounting instead of market prices. Nemeth cites Cliffwater marking a loan to 'Sleep Doctor URL' at 42 cents despite evidence it is likely worthless, allowing them to collect fees on inflated NAV.
Marc Andreessen views the current AI era as the culmination of 80 years of foundational research, driven by breakthroughs in LLMs, reasoning, agents, and self-improvement.