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
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
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
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.
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
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
We are going to sample a few less-heralded things from the recently released IEA Global Energy 2026. The solar data is getting all the attention—in 2025 solar was,
These are staggering AI token growth numbers in China, from the latest data: 1,400x in a little over two years. This is being driven by Seedance video generation, the
I had a fun conversation this past week with Ed Zitron on AI economics, which you can find here. My comments therein on the (financial) irresponsibility of some of these
We have a new show episode out, and the topic is energy, complexity, and AI, all, unsurprisingly, in the context of current events in Iran. I play guest, sort of,
AI demand and buyer panic combine to create all-time memory market price squeeze
AI-related job pressures may cut a new cross-continental swath
The former Mag 7 + Oracle are the main culprits in index decline this year