Chart of the Weekend: Chatbots as Anti-Social Media
Social media pushes people toward the fringes; LLMs push people toward the middle
1 min read
Paul Kedrosky
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Chart of the Day: Data Centers are Creating Heat Islands
Data center heat islands are potent and growing
1 min read
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Rough Notes, Mar 26, 2026: Oil Virus, Snowpack, Iran & Complexity, etc.
A digest of recent Rough Notes
4 min read
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Chart of the Day: AI Compliance Risks Newly Tops, Say C-Suite Execs
AI-related conduct risks are soaring in large companies
2 min read
Rough Notes, Mar 24, 2026: AI Homogeneity, Gold, Jobs, Adoption, etc.
A digest of recent Rough Notes from the site
3 min read
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Chart of the Day: Data Center Buildout Slowed Sharply
New data center announcements fell by half in Q4 2025
1 min read
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AI and the Fable of the ATMs
Contrary to the usual story, ATMs did reduce teller demand
3 min read
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Check Out the Pod, Plus Media Updates, and More
A new podcast, various appearances, and more
1 min read
Chart of the Day: Data Centers vs Office Construction
Data center spending in the U.S. just crossed over office construction spending
1 min read
Chart(s) of the Day: Prediction Markets, the Oscars, and Uncorrelated Bets
Prediction markets are increasingly attractive because they are uncorrelated
2 min read
Best of the Week, Mar 15, 2026: Silicon Valley Militarism, the Ghost Economy, etc.
Here are some of the best posts and notes from the past week: Posts 1. Silicon Valley Was Born a Defense Industry, and is Becoming One Again The valley’s
3 min read
Chart of the Day: AI Capex Ate the Economy in Q4
Revised Q4 figures turned AI capex into the only material growth line
1 min read
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