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Recent research
What Happened AI has been almost absent from the just-completed annual Kansas City Federal Reserve event in Jackson Hole. Searching the programs over the last four years for AI,
Three companies — SpaceX, OpenAI, and Anthropic — are expected to go public in mega-IPOs in the second half of 2026. The posited numbers are simply staggering compared to the largest
What Happened AI spending is becoming irritatingly difficult for businesses to forecast, the WSJ argues, because the task completion cost can vary widely across models and even across repeated runs
A few things we are thinking about to start the week. * AI as the biggest capex risk episode in history * China is within the AI margin of error * New York
To get caught up, here are a few recent interviews with me on various of my favorite topics. If I've missed any, let me know.
Briefings & advisory
