On South Korea’s Chip Bet & Claude’s AI Bubble Meter

No economy has bet more chips (literally) on AI than South Korea. William explains why its stock market represents the purest AI trade and what’s at stake for the BOK’s upcoming monetary policy decision. … Also: Introducing YRI’s AI Bubble Meter. Melissa discusses the tool that Claude built to gauge whether investors’ heady expectations for AI are inflating a stock market bubble. The meter reads high on the bubble preconditions dial but low on the triggers dial. The takeaway: The meter says there’s a bubble, but it’s not about to burst.