{"categories":["\u7d4c\u6e08"],"provider_url":"https://hatena.blog","blog_url":"https://himaginary.hatenablog.com/","published":"2025-09-30 23:59:00","html":"<iframe src=\"https://hatenablog-parts.com/embed?url=https%3A%2F%2Fhimaginary.hatenablog.com%2Fentry%2F20250930%2Fdo-markets-believe-in-transformative-ai\" title=\"\u5e02\u5834\u306f\u8ee2\u63db\u7684\u306aAI\u3092\u4fe1\u3058\u3066\u3044\u308b\u306e\u304b\uff1f - himaginary\u2019s diary\" class=\"embed-card embed-blogcard\" scrolling=\"no\" frameborder=\"0\" style=\"display: block; width: 100%; height: 190px; max-width: 500px; margin: 10px 0px;\"></iframe>","version":"1.0","width":"100%","height":"190","author_url":"https://blog.hatena.ne.jp/himaginary/","url":"https://himaginary.hatenablog.com/entry/20250930/do-markets-believe-in-transformative-ai","type":"rich","image_url":null,"author_name":"himaginary","description":"\u3068\u3044\u3046NBER\u8ad6\u6587\u304c\u4e0a\u304c\u3063\u3066\u3044\u308b\uff08ungated\u7248\uff09\u3002\u539f\u984c\u306f\u300cDo Markets Believe in Transformative AI?\u300d\u3067\u3001\u8457\u8005\u306fIsaiah Andrews\uff08MIT\uff09\u3001Maryam Farboodi\uff08\u540c\uff09\u3002 \u4ee5\u4e0b\u306f\u305d\u306e\u7d50\u8ad6\u90e8\u306e\u5192\u982d\u3002 We have found evidence of economically and statistically large declines in long-term bond yields around major AI model releases. Viewed through the lens of a simple asset\u2026","title":"\u5e02\u5834\u306f\u8ee2\u63db\u7684\u306aAI\u3092\u4fe1\u3058\u3066\u3044\u308b\u306e\u304b\uff1f","provider_name":"Hatena Blog","blog_title":"himaginary\u2019s diary"}