Head of Strategic Asset Allocation @Zurich 2005-2024. Tweets reflect my personal views.
Zurich, Switzerland
Joined December 2012
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Felix Schlumpf retweeted
AI prose is distinguishable by word and punctuation choice as well as sentence and paragraph structure. But its hallmarks are not what you might expect. Read our full investigation economist.com/culture/2026/0…
Using Pulsars to Probe Early Growth of Black Holes
physics.aps.org/articles/v19… – at Zurich, Switzerland
Felix Schlumpf retweeted
Wikipedia is the largest encyclopedia ever written by humans—and it is likely to hold that title for ever. (Any future rival is sure to be made with the help of AI) bit.ly/4iO1Sum
Illustration: Carl Godfrey
Felix Schlumpf retweeted
BREAKING: Anthropic is now expected to receive a "high junk" rating from major credit rating agencies after its IPO, which could come as soon as November, per FT.
Details include:
1. Blackstone has told investors that Anthropic likely will not receive an investment-grade rating immediately after its IPO
2. Blackstone is working with banks that stumped up financing on selling the debt on to other investors
3. An investment-grade rating is "central" to Anthropic's ability to continue its AI buildout
4. The company says it expects to spend over $800 billion on computing infrastructure between now and 2045
Debt markets are increasingly in the spotlight as AI funding becomes less abundant.
Felix Schlumpf retweeted
Distillation—a process by which inferior AI models learn to imitate the output of cleverer ones—benefits consumers, reduces the chance of catastrophe and, counterintuitively, locks in America’s technological lead economist.com/leaders/2026/1…
Felix Schlumpf retweeted
BREAKING: The Nasdaq 100 extends losses to -4.2% on the day, erasing -$1.7 trillion in market cap.
Felix Schlumpf retweeted
AI writing has become harder to read. This is why arxivblog.substack.com/p/ai-…
Felix Schlumpf retweeted
BREAKING: Bitcoin falls below $77,000 and ETH falls below $2,200 after Binance confirms that they have been hacked.
This is looking like it will be the biggest hack in crypto history.
Felix Schlumpf retweeted
BREAKING: Intel stock, $INTC, crashes over -22% after reporting weaker than expected earnings.
Intel blamed weak earnings on "softness in the PC market."
Felix Schlumpf retweeted
Written account of Jesus rising from the dead identified in 2,000-year-old manuscript, study suggests trib.al/caFpzVT
Felix Schlumpf retweeted
BREAKING: Amazon stock, $AMZN, collapses over -12% after reporting weaker than expected Q3 earnings.
The stock has now erased -$315 billion worth of market cap in after hours trading.
Felix Schlumpf retweeted
Zuerst war der «finance bro», jetzt kommt «Oivi»: Ein junger, arbeitsloser Akademiker erzählt von seinen Problemen auf dem Arbeitsmarkt und geht in den sozialen Netzwerken viral. Warum? nzz.ch/panorama/akademiker-o…
Weshalb der Bitcoin vor grösseren Kursschwankungen steht cash.ch/top-news/kryptowahru… via @cash
CFO sentiment as optimistic as it has been in a long time finews.com/news/english-news…
Felix Schlumpf retweeted
According to a survey conducted for The Economist, a good feeling about AI is strongly shared by countries outside the rich West. Register for free to discover the reasons for this optimism bit.ly/4eNQHPN
EZB-Präsidentin Lagarde wird im Februar 2027 vorzeitig abtreten cash.ch/news/top-news/ezb-pr… via @cash
Pierre Alain Schnegg war Unternehmer, jetzt will er Bundesrat werden. Er sagt: «Wenn Sie es allen recht machen wollen, haben Sie keinen Erfolg» nzz.ch/schweiz/pierre-alain-… – at Zurich, Switzerland
Felix Schlumpf retweeted
BREAKING: Alphabet stock, $GOOGL, falls over -8% after posting weaker than expected earnings.
INTERVIEW - «We’re in the Process of Creating a Bubble» themarket.ch/english/were-in… via @NZZ
