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
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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
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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
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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.
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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
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Chart of the Day: Data Centers Are Causing a Surge in U.S. CO₂ Emissions
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,
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Chart of the Day: China Daily Token Usage Surges 1,400x in Two Years
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
Mythos and AI Economics
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
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Episode: Energy, Complexity, Iran, and AI
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,
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Buyer Panic as Memory Price Records Smashed
AI demand and buyer panic combine to create all-time memory market price squeeze
4 min read
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