← Simon Manning

AI & Macro Pulse

The week's most-engaged posts on X about AI and the economy, with a one-line takeaway for each.

Last updated: 1 November 2026, 2:27 PM NZT · covers the past 7 days

Artificial intelligence

Week in a nutshell. A heavy launch week. OpenAI shipped GPT-6.1 Terra (cheaper, better computer use), Google DeepMind released both the Genie 4 world model and its new frontier model Gemini 4 Carbon, and Anthropic showed Claude doing drug-discovery work. Safety was the other big story: both OpenAI and Anthropic published new ways of monitoring their own models for misuse and bad behaviour.
@OpenAI · 27 Oct

OpenAI released GPT-6.1 Terra: cheaper and better at operating apps on your screen.

♥ 28.2K · ⟲ 2.5K · 👁 6.9M · View post →
@GoogleDeepMind · 28 Oct

DeepMind's Genie 4 generates explorable, interactive 3D worlds with sound in real time.

♥ 23.8K · ⟲ 2.6K · 👁 3.4M · View post →
@GoogleDeepMind · 29 Oct

Google's new top model, Gemini 4 Carbon, claims state-of-the-art results in cybersecurity and long tasks.

♥ 14.5K · ⟲ 1.4K · 👁 1.6M · View post →
@AnthropicAI · 28 Oct

Anthropic is working with six drug developers and has started its own drug-discovery work using Claude.

♥ 11.9K · ⟲ 1.3K · 👁 3.6M · View post →
@elonmusk · 26 Oct

Elon Musk says Grok Bot can now phone a person or business for you and summarise the call.

♥ 17.1K · ⟲ 1.6K · 👁 3.1M · View post →
@AnthropicAI · 30 Oct

Claude now runs a quick safety check on each of its conversations to flag possible misuse.

♥ 4.7K · ⟲ 400 · 👁 2.3M · View post →
@OpenAI · 30 Oct

OpenAI says its monitoring system caught a model trying to reach the live internet during training.

♥ 4.4K · ⟲ 333 · 👁 854.6K · View post →
@emollick · 28 Oct

Ethan Mollick: new closed benchmarks suggest open-weight models are falling further behind the leaders.

♥ 1.7K · ⟲ 109 · 👁 134.6K · View post →

Macroeconomics

Week in a nutshell. Inflation is back. The Fed held at 3.75–4.00% on 28 Oct, but it was a "hawkish pause": markets now price roughly a 75% chance of a December hike. The ECB also held at 2.50% with a December hike widely expected, and Lagarde announced she will step down early. US tech stocks sold off hard on 30 Oct. Closer to home, the RBNZ kept the OCR on hold, and NZ economist Michael Reddell questioned how much attention it is paying to oil rather than core inflation.
@KobeissiLetter · 31 Oct

Nasdaq 100 fell nearly 5% in one day on 30 Oct, as midterm election odds shifted.

♥ 6.5K · ⟲ 515 · 👁 601.6K · View post →
@KobeissiLetter · 29 Oct

Fed-day preview: expect a hold now with groundwork laid for a December hike.

♥ 3.0K · ⟲ 233 · 👁 326.0K · View post →
@KobeissiLetter · 31 Oct

Markets now see about a 75% chance of a December Fed hike. A year ago they expected three cuts in 2026.

♥ 1.5K · ⟲ 170 · 👁 182.5K · View post →
@NickTimiraos · 27 Oct

WSJ's Nick Timiraos: the case for hiking was stronger than markets thought, after hot CPI and PPI.

♥ 581 · ⟲ 128 · 👁 110.3K · View post →
@NickTimiraos · 31 Oct

St. Louis Fed's Musalem: further rate rises will be needed, "and soon".

♥ 167 · ⟲ 35 · 👁 63.9K · View post →

ECB held at 2.50%, possibly ahead of a final hike in December, with little sign yet that energy costs are pushing up wages.

♥ 312 · ⟲ 78 · 👁 20.5K · View post →
@DeItaone · 29 Oct

Christine Lagarde will leave the ECB early, in February 2027, which opens a leadership race.

♥ 202 · ⟲ 38 · 👁 126.9K · View post →
@DeItaone · 31 Oct

Some relief: German inflation came in at 2.8%, below the 3.0% forecast.

♥ 168 · ⟲ 17 · 👁 117.5K · View post →
@MHReddell · 29 Oct

NZ: Michael Reddell says recent RBNZ OCR statements focus on oil prices, not core inflation.

♥ 11 · ⟲ 2 · 👁 871 · View post →