China did to solar panels what everyone said couldn't happen to a complex manufactured good: it turned them into a commodity, drove prices down 90%, and eliminated the
Models are getting (slowly) better, which will make things (quickly) worse
centers' 1. AI data centers' share of GDP (not just GDP growth) is now material. 2. A new report buries the lede with respect to how the inference
Hyperscaler and data-center investment, negligible through 2022, is now tracking toward $1.5 trillion annually by 2030. At that level, it will surpass, in real terms, the residential construction
A new paper estimates that the iPhone launch accounts for between one-third and one-half of the decline in the U.S. fertility rate since 2007. If correct, it
A new Anthropic paper bangs the usual recursive AI self-improvement drum, while warning that someone—maybe, you know, increased—should slow AI developments, because ... AGI/ASI/paperclips, etc. Among
A quiet story in AI isn't that large models keep getting better, it's that small ones are catching up quickly. In 2022, reaching 60% on MMLU,
A new NBER working paper shows a sharp break in the agentic coding era: GitHub repository creation is up nearly 50% since January 2025, and new iOS app submissions have
There is a new paper out analyzing the differential impact of work from home (WFH) vs AI in entry-level hiring. It comes, fairly convincingly, to the conclusion that the
Tecb is now a larger share of the S&P 500 than it was at the tech bubble peak. It was the recent semiconductor run that pushed it over
Households in the U.S. are at a record equity allocation, higher than in the dot-com or even the Nifty Fifty era. At the same time, market price-earnings
The following data is from a NYT piece about OpenRouter's latest funding round. The company has apparently seen a 5x increase in token volume in six months, which
