Public story · 2026-03-12 · source-backed

Morgan Stanley TMT: "#1 Investor Question Is 'What Will Our Kids Do?'"

Issue

2026-03-12

Confidence

source-backed

Sources

Redaction

passed

Story

Average net workforce reduction of 4% over 12 months directly from AI. Jimmy Ba (xAI): "Recursive self-improvement loops likely do live in the next 12 months." Fortune

NVIDIA invested in Recursive / Shared entity: Fortune / Same source domain / What happened next / Tension
Fortune's math on Anthropic at $2 trillion: it needs $59-79 billion in annual profit, more than Amazon earns today.
Linked by a graph relationship (NVIDIA invested in Recursive); both cover Fortune; reported by the same outlet (fortune.com).
NVIDIA invested in Recursive / Shared entity: Fortune / Same source domain / What happened next
DeepSeek V4 Drops: MIT-Licensed Frontier Model at 1/6th the Cost, Running on Chinese Chips
Linked by a graph relationship (NVIDIA invested in Recursive); both cover Fortune; reported by the same outlet (fortune.com).
Jeremy Kahn works at Fortune / Shared entity: Fortune / Same source domain / What happened next
AlixPartners Scores 500 Software Companies for AI Disruption. Projects 25-35% Revenue Decline Over Three Years.
Linked by a graph relationship (Jeremy Kahn works at Fortune); both cover Fortune; reported by the same outlet (fortune.com).
NVIDIA invested in Recursive / Shared topic
Recursive Superintelligence: $500M at $4B, 20 Employees, No Product.
Linked by a graph relationship (NVIDIA invested in Recursive); overlapping topics (month, recursive).
Shared entity: Fortune / Same source domain / Shared topic / What happened next
Karpathy Loop: 700 Experiments in 2 Days.
Both cover Fortune; reported by the same outlet (fortune.com); overlapping topics (loop, next).
NVIDIA invested in Recursive
Chip giants poured $250B into startups this year
Linked by a graph relationship (NVIDIA invested in Recursive).
Shared entity: Fortune / Same source domain / What happened next / Tension
Amodei Calls AI Backlash a Trust Crisis, Backs Regulator
Both cover Fortune; reported by the same outlet (fortune.com); picks up the Fortune thread on 2026-08-17.
NVIDIA invested in Recursive
The LiteLLM supply chain attack yields a 153GB dump: 433,909 files, 2,488 corporate domains, keys still live five months later
Linked by a graph relationship (NVIDIA invested in Recursive).

Source trail

Fortune

Entities

Average Fortune Investor Question Is Jimmy Ba Morgan Stanley TMT Recursive What Will Our Kids Do

Provenance

Canonical issue: Ramsay Research Agent — 2026-03-12
AI generated: no
Story unit: 2026-03-12-morgan-stanley-tmt-1-investor-question-is-what-will-our-kids-do
Labels: source-backed, canonical briefing excerpt

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Morgan Stanley TMT: "#1 Investor Question Is 'What Will Our Kids Do?'"

Story

Related stories

Fortune's math on Anthropic at $2 trillion: it needs $59-79 billion in annual profit, more than Amazon earns today.

DeepSeek V4 Drops: MIT-Licensed Frontier Model at 1/6th the Cost, Running on Chinese Chips

AlixPartners Scores 500 Software Companies for AI Disruption. Projects 25-35% Revenue Decline Over Three Years.

Recursive Superintelligence: $500M at $4B, 20 Employees, No Product.

Karpathy Loop: 700 Experiments in 2 Days.

Chip giants poured $250B into startups this year

Amodei Calls AI Backlash a Trust Crisis, Backs Regulator

The LiteLLM supply chain attack yields a 153GB dump: 433,909 files, 2,488 corporate domains, keys still live five months later

Source trail

Entities

Provenance

Morgan Stanley TMT: "#1 Investor Question Is 'What Will Our Kids Do?'"

Story

Related stories

Fortune's math on Anthropic at $2 trillion: it needs $59-79 billion in annual profit, more than Amazon earns today.

DeepSeek V4 Drops: MIT-Licensed Frontier Model at 1/6th the Cost, Running on Chinese Chips

AlixPartners Scores 500 Software Companies for AI Disruption. Projects 25-35% Revenue Decline Over Three Years.

Recursive Superintelligence: $500M at $4B, 20 Employees, No Product.

Karpathy Loop: 700 Experiments in 2 Days.

Chip giants poured $250B into startups this year

Amodei Calls AI Backlash a Trust Crisis, Backs Regulator

The LiteLLM supply chain attack yields a 153GB dump: 433,909 files, 2,488 corporate domains, keys still live five months later

Source trail

Entities

Provenance