Livestreaming Autonomous Robots, the Implications
Figure has been livestreaming an eight-hour "shift" of autonomous robots sorting packages in a factory, and it is soothing, unsettling, and impressive. It is almost algorithmic ASMR,
Paul Kedrosky
Page 7 of 53
Chart of the Day: The Rise and Fall of OpenClaw
Goodhart's Law: When a measure becomes a target, it ceases to be a good measure". News today that engineers at Amazon are gaming token consumption to do
1 min read
An AI IPO Impact Update: The AnthroPix Effect May Be $5-Trillion+
I wrote here a week or so ago about the systemic effects of the upcoming troika of AI IPOs. Specifically, I talked about how funding shares purchases into even a
3 min read
Chart of the Day: GPT Efficiency Gains Crushed By Higher Prices
OpenAI has argued that increased token efficiency on its GPT 5.5 model offsets higher prices—prices for it doubled versus its predecessor—especially on longer prompts. So, is that
1 min read
Chart of the Day: Claude Often Knows It's Being Tested, But Says Nothing
Claude knows it's being tested almost one-quarter of the time, but almost never says anything about it, according to new Anthropic research. This is, or should be,
1 min read
The Musk vs. OpenAI Trial: What it Really Means, IPO Implications, etc.
Our latest weekly show episode dug into the Musk vs OpenAI trial, and what it really means, assuming the words "means" and "Musk" can be used
The Coming Mega-IPO Flow & Funding Problem of 2026
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
1 min read
Featured
Chart of the Day: AI is Eating Markets
The return skew in prediction markets' returns is startling. It is partly a function of their nature, but also of vibe-coding script kiddies attacking every market anomaly as
1 min read
Chart of the Day: The U.S. Leads the World in Stock Ownership
The U.S. leads the world in stock ownership, as well as being at record high levels in its own series history. This makes retail investors the real force in
1 min read
Chart of the Day: Grok is the "Happiest" AI Model
Grok is the happiest AI model, according to new work from the Center for AI Safety. It has the highest proportion of its conversations rated by users as positive experiences.
1 min read
Chart of the Day: Health & Career Dominate Claude Guidance
Today's chart of the day: How health and career questions dominate people's guidance conversations with Claude. All sorts of issues are raised by this, from the
Chart of the Day: How Using LLMs is Like Driving Drunk
There is a growing body of work on the effects of large language models on the brain, from cognitive offloading, to direct measures of brain activity. While all of this
1 min read