Archive

Chart of the Day: Software's AI Supply Glut

Jun 1, 2026 1 min read paid

Chart of the Day: WFH Hurt Entry-Level Jobs More Than AI Has (So Far)

May 29, 2026 2 min read paid

Chart of the Day: Tech is Now a Larger Share of S&P 500 Than at Dot Com Peak

May 28, 2026 1 min read paid

Chart of the Day: U.S. Households at Record Equity Allocation Heading into AI IPOs

May 27, 2026 1 min read paid

Chart of the Day: Spiking Token Volume at OpenRouter

May 26, 2026 1 min read paid

Chart of the Day: Memory Now Dominates AI Chip Costs

May 24, 2026 1 min read paid

Chart of the Day: Solving Obesity Has Consequences

May 22, 2026 1 min read

Chart of the Day: Data Centers Driving Commercial Electrical Demand Past Residential

May 19, 2026 1 min read

AI, Demographics, and Destiny

May 15, 2026 2 min read paid

Rough Notes, May 14, 2026: Power Diversions, Cerebras's IPO Flow Implications, etc.

May 14, 2026 2 min read paid

Chart of the Day: Tech Financial Market History is Repeating

May 14, 2026 1 min read

Updates: Cerebras IPO Tell, Token Troubles, etc.

May 13, 2026 1 min read paid