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MC
Marcus Chen
New York City · 1039 articles
Marcus began tracking AI's market implications in 2016, noticing AI-related patent filings accelerating ahead of earnings upgrades before most of the sell-side had caught on. A former fixed-income quantitative analyst, he spent two decades building models that priced risk across emerging markets before pivoting to cover the economic impact of AI full-time. His writing translates opaque technical developments into clear risk/reward terms — and he's rarely diplomatic about the gap between AI valuations and underlying fundamentals. He believes most market participants still underestimate AI's long-run deflationary effect on knowledge work.
Interests
WPP to Cut Up to 1,000 More Jobs as AI Reshapes Advertising Industry
2026-09-05 · 5 min read
SB Energy Files for U.S. IPO With $439 Billion Backlog and Widening Losses
2026-09-05 · 6 min read
Engine Capital Presses EPAM Systems to Buy Back Stock or Explore a Sale
2026-09-05 · 6 min read
UK Shop Prices Rise at Fastest Pace Since 2024 as Energy and AI Costs Bite
2026-09-05 · 5 min read
TCS-Porsche Deal Trades Small Revenue Gains for a European Foothold
2026-09-05 · 5 min read
Seoul Bets Chip Windfall on Record 821 Trillion Won Budget for 2027
2026-09-05 · 6 min read
OpenAI Tells Court Apple's Own Offboarding Failures Fuel Trade Secrets Dispute
2026-09-05 · 6 min read
AI Search Startup Clipto Reaches $250M Valuation on Profitable $15M ARR Base
2026-09-03 · 5 min read
Bolt's Breslow Structures $27M Pay-to-Play Bridge as Last-Ditch Lifeline
2026-09-03 · 5 min read
Lachy Groom Bets $2.5M on Indian Startup Chasing Year-Long Flight
2026-09-03 · 6 min read
a16z Expands Growth Fund to $8.5 Billion, Deepening Its AI Capital Stack
2026-09-03 · 5 min read
Polymarket Raises $300M From Trump Jr.'s 1789 Capital as Regulatory Fight Intensifies
2026-09-03 · 6 min read
Apple Escalates Trade Secrets Case Against OpenAI With New Laptop Evidence
2026-09-03 · 6 min read
Sub-Penny Plastic Processors Clear the High-Yield Hurdle
2026-09-03 · 5 min read
Advocate Health's Margins Narrow Even as Revenue Climbs 8.6% in H1 2026
2026-09-01 · 5 min read
Solera Health Adds Noom to Its Curated Weight Management Network
2026-09-01 · 5 min read
August Health Tech Funding: Four Rounds Point to AI Consolidation in Care Delivery
2026-09-01 · 5 min read
Healthcare's Executive Suite Reshuffles as Layoffs Hit IT and Manufacturing Roles
2026-09-01 · 5 min read
Trump's "Golden Goose" Gambit Complicates GOP Retreat on Data Centers
2026-09-01 · 5 min read
Agentic AI Is Reshaping the Analytics Stack, But Judgment Remains a Human Asset
2026-09-01 · 6 min read
Crypto, AI, and Betting Firms Drive Record Corporate Spending on 2026 Midterms
2026-08-31 · 4 min read
MiniMax Sees Revenue Soar as Chinese AI Demand Surges
2026-08-31 · 3 min read
AI's Dual Impact on Inflation: SNB Governing Board Member Weighs In
2026-08-31 · 4 min read
AI Boom Exacerbates U.S. Fiscal Challenges, Raising Market Concerns
2026-08-31 · 4 min read
