I sometimes send my rough notes before I write the piece. Here are some sources I'm working from for an upcoming letter:
- Video games industry facing uneconomic glut from too many releases, in part because of new AI tooling Bloomberg
- AI data centers driving power bills sharply higher Bloomberg
- Global funds rapidly rebalancing toward retail and data centers CRE Daily
- Public companies could shrink 20% as AI concentrates scale Bloomberg
- Power prices surging in Texas and Virginia as AI load builds Bloomberg
- AI agents moving from demos to real workplace tasks One Useful Thing
- Doctors’ skills decline as diagnostic AI reduces cognitive demand Medscape
- Private credit growth raises systemic shock concerns Fitch
- Cognitive disability rising with technology to blame, as 11% of US adults now affected Neurology
- Accenture layoffs target employees deemed to lack AI potential Computerworld
- AI hiring pushes new office demand in New York and San Francisco CRE Daily
- Stratification engines frame AI as ideology of replacement Springer
The full piece is coming Friday, on AI, the disappearance of .400 hitters, and Electronic Arts.