The Idea Farm(@TheIdeaFarm):New from Bridgewater: Change Is Accelerating Because It’s All Interconnected 1. Change and concentration are accelerating, increasing the risks of destabilization. "In the past two years, Nvidia has overtaken Apple to become the most valuable company relative to GDP in history. By year-end, we will have built more compute in the last two years than in the prior six combined, most of it in the US."

The Idea Farm

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The Idea Farm@TheIdeaFarm

2026.10.29 19:33

New from Bridgewater: Change Is Accelerating Because It’s All Interconnected 1. Change and concentration are accelerating, increasing the risks of destabilization. "In the past two years, Nvidia has overtaken Apple to become the most valuable company relative to GDP in history. By year-end, we will have built more compute in the last two years than in the prior six combined, most of it in the US."

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