It has seemed inevitable for some time, but commercial electricity demand in the US is finally surpassing residential, largely driven by data centers and miners. Given the commercial's
We are working on a few things related to AI and demographics, and this is a sneak preview of some of what is to come. In general, there is a
Four things that caught my eye today: 1. Lake Tahoe's data center problem 2. Utilities telling the truth about data centers 3. New data on AI and job
From Bespoke's chart of the day, this unsettling graphic shows how we are retracing the early financial trajectory of the last tech bubble: While there are (early) superficial
A few quick things that caught my eye today, organized under the following topics: 1. Cerebras IPO and its implications 2. Token quota exhaustion at public companies Read on:
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,
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
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
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
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,
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
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
