The hottest Risk Substack posts right now

And their main takeaways
Category
Top Business Topics
Marcus on AI β€’ 2485 implied HN points β€’ 09 Feb 24
  1. Sam Altman's new ambitions involve projects with significant financial and technological implications, such as automating tasks by taking over user devices and seeking trillions of dollars to reshape the business of chips and AI.
  2. There are concerns about the potential consequences and risks of these ambitious projects, including security vulnerabilities, potential misuse of control over user devices, and the massive financial implications.
  3. The field of AI may not be mature enough to handle the challenges presented by these ambitious projects, and there are doubts about the feasibility, safety, and ethical implications of executing these plans.
Slow Boring β€’ 7429 implied HN points β€’ 23 Oct 23
  1. The fallacy of assuming all technological progress is inherently good is a common mistake.
  2. The nuclear energy industry faced significant opposition in the 1970s, impacting energy policies and environmental outcomes.
  3. While technological progress is vital, it is crucial to acknowledge that technology can have negative impacts that need to be addressed.
Doomberg β€’ 7718 implied HN points β€’ 25 Jul 23
  1. Fatal energy-related incidents occur due to the risks in harnessing, storing, and transporting energy.
  2. Despite tragedies, society often continues to utilize energy sources by weighing risks and benefits.
  3. The nuclear energy industry faces disproportionate fear and opposition compared to other energy sources.
Marcus on AI β€’ 3273 implied HN points β€’ 10 Oct 23
  1. The 60 Minutes interview with Geoff Hinton lacked depth and critical questioning
  2. Artificial intelligence still has a long way to go in terms of true understanding and reliability
  3. There is significant uncertainty and risk associated with the development of AI, calling for caution and regulatory measures
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Risk Musings β€’ 458 implied HN points β€’ 02 Dec 23
  1. Stephanie's risk-focused reading list includes books on AI, cyber-weapons, corporate influence, economic disparities, and hopeful history.
  2. The books cover topics like AI risk, cybersecurity, corporate influence, economic disparities, and hope for humanity.
  3. Stephanie is interested in forming a risk book club and reading books in a group setting.
Ecoinometrics β€’ 98 implied HN points β€’ 05 Feb 24
  1. Soft landing scenarios are priced into risk assets, but the US economy is still at risk for a recession.
  2. Having capital reserves to buy cryptocurrencies during a liquidity event could be a smart move.
  3. Uncertainty in the market makes shorting risk assets risky, so it may be better to hold capital for potential buying opportunities.
AI Snake Oil β€’ 1171 implied HN points β€’ 29 Mar 23
  1. Misinformation, labor impact, and safety are key AI risks raised in an open letter.
  2. Speculative risks like malicious disinformation campaigns overlook real harm caused by over-reliance on AI tools.
  3. Addressing near-term security risks from AI integration into real-world applications is crucial, and the containment mindset may not be effective.
Steve Kirsch's newsletter β€’ 12 implied HN points β€’ 05 Mar 24
  1. A pathologist in Croatia reported a 52% increase in cancer risk for ages 15-59 who were vaccinated.
  2. The study showed that vaccinated individuals had a higher risk of developing carcinomas compared to unvaccinated individuals.
  3. The pathologist does not recommend vaccinations and most people in Croatia are hesitant to get vaccinated despite medical recommendations.
Insight Axis β€’ 217 implied HN points β€’ 30 Jul 23
  1. Entrepreneurship is not limited to being a startup founder with venture capital, it is a broader concept that involves problem-solving, risk-taking, and resource management.
  2. Common definitions of entrepreneurship emphasize risk-taking and creating economic value, but a more inclusive definition should focus on problem-solving with limited resources and seeking leverage.
  3. Examples of entrepreneurship span beyond traditional business ventures and can include activities like writing on platforms such as Substack or a college student taking unconventional steps to secure internships.
Business Breakdowns β€’ 275 implied HN points β€’ 23 May 23
  1. Lululemon dominates luxury athleisure market with loyal customers and high-quality products.
  2. The company has strong revenue segments, with high margins in direct-to-consumer sales.
  3. Industry trends and growth opportunities in menswear and international markets support Lululemon's continued success.
Klement on Investing β€’ 2 implied HN points β€’ 14 Mar 24
  1. Companies with higher profitability, known as 'quality stocks,' tend to outperform less profitable companies in the market.
  2. Highly profitable companies do not necessarily come with higher risks, as they have lower probability of share price crashes and tend to perform better in negative market conditions.
  3. The outperformance of highly profitable companies seems to be driven by systematic market mispricing rather than compensation for higher risks, making it a potentially persistent investment strategy.
Klement on Investing β€’ 4 implied HN points β€’ 14 Feb 24
  1. The book 'Stocks for the Long Run' by Jeremy Siegel may present an overly positive view of equities as a fail-proof long-term investment. It's crucial to understand that investing in stocks comes with risks and uncertainties, even over longer periods.
  2. Historical data corrected by Professor McQuarrie reveals the importance of considering a wider range of factors like failures, defaults, and market conditions when evaluating equity investments' returns.
  3. While equities can be a rewarding long-term investment, they are not risk-free. International diversification is crucial to balance potential negative outcomes and ensure successful equity investing in the long run.
Apricitas Economics β€’ 39 implied HN points β€’ 01 Apr 23
  1. Signature Bank faced a severe bank run due to rapid withdrawal of deposits, leading to its collapse.
  2. The bank's heavy reliance on uninsured deposits, especially from crypto-related sources, contributed to its downfall.
  3. Regulators stepped in to prevent further financial contagion, highlighting the need for managing risks of fast-paced bank runs.
The Long Game by Mehdi Yacoubi β€’ 5 implied HN points β€’ 13 Feb 23
  1. Focusing on physical performance can lead to better overall health and well-being.
  2. There is a concerning rise in teen mental health issues, potentially linked to social media and technology.
  3. Considering risk and regret can help in making important life decisions and avoiding unnecessary stress.