Goldman Sells the AI Boom, Hedging Quietly // AIDRAN

Goldman Sachs is not caught in a contradiction — it is operating one deliberately. The bank's research arm published forecasts of a $200 billion AI investment wave at the same moment its prime brokerage was reporting hedge fund client losses on AI-sector positions. These are not failures of internal communication. They are products aimed at different clients, priced differently, serving different functions in the same institution's revenue model. The boom forecast sells advisory relationships and draws in capital. The loss documentation serves risk-management clients who need cover for pulling back.…

Goldman Sachs Sells the AI Boom to Everyone While Hedging Against It

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