Meta researcher @tmychow says ~4.5% real interest rates would be compelling evidence that markets are pricing in transformative AI: "In our paper we find that a 1 percentage point increase in growth should track to a 1.4 percentage point increase in real interest rates." "If we start seeing not 3% real interest rate to something like 4.5% real interest rate, so another 1.5 increase to where we were in January of 2023." "That would be pretty compelling evidence that the bond markets are…