Flavien
@flavienm.bsky.social
“The rest of the nobility found a cheerful acceptance of slavery the smoothest road to wealth and office”. Tacitus, The Annals. Reposts are not endorsements. Opinions my own.
Reposted by Flavien
Martin's analysis implies that DSAs going forward will need to pay special attention to ratio of disbursements to commitments as a hint of problems.
findevlab.org/what-we-lear...
findevlab.org/what-we-lear...
What we learn from the new International Debt Statistics on the hidden debt of Senegal
Last month, the IMF announced that it estimated public debt in Senegal at 132% of GDP in end-2024, or more than $43 billion, compared to an estimate 80%
findevlab.org
December 13, 2025 at 10:11 PM
Martin's analysis implies that DSAs going forward will need to pay special attention to ratio of disbursements to commitments as a hint of problems.
findevlab.org/what-we-lear...
findevlab.org/what-we-lear...
Reposted by Flavien
‘about 1/3 of AI-related capital expenditure is being sunk into shortlived assets such as graphics processing units. But GPUs [have] a useful life for frontier applications of about 3 years. That implies that AI companies’ investments must generate a return within a few years…’
on.ft.com/43cu0z6
on.ft.com/43cu0z6
AI’s double bubble trouble
There is a distinction between good investment and bad speculation — the likelihood is we are experiencing both
on.ft.com
October 17, 2025 at 6:50 AM
‘about 1/3 of AI-related capital expenditure is being sunk into shortlived assets such as graphics processing units. But GPUs [have] a useful life for frontier applications of about 3 years. That implies that AI companies’ investments must generate a return within a few years…’
on.ft.com/43cu0z6
on.ft.com/43cu0z6
How it’s going: www.theguardian.com/technology/2...
Elon Musk’s X fined €120m by EU in first clash under new digital laws
Ruling could put European Commission on collision course with billionaire, and possibly Donald Trump
www.theguardian.com
December 5, 2025 at 2:49 PM
How it’s going: www.theguardian.com/technology/2...