What Happened A new U.S. Census Bureau study finds an unprecedented worsening in outcomes since ChatGPT's launch for graduates from the U.S. college majors most exposed
What Happened The 10-year Treasury crossed 5% this week, its highest level since 2023. This creates an economic stress test, with consumers pulling money out of stocks, attracted by
What Happened After last week's outbreak of "Hey maybe unfettered AI advances will kill us all", and a subsequent industry coalescence around Anthropic head Amodei;'
What Happened This week frontier AI model maker Anthropic briefly posted a “Mega Account Executive, Meta” role paying as much as $450,000, then ... unposted it after Business Insider asked
💡We have launched a subscribers-only p(doom) calculator to model both the financial and existential risks ahead. What Happened AI risk has had a busy week. Anthropic disclosed four
What's ahead: * The Balance Sheet Is Catching Up * The Risk Has to Land Somewhere * The Serial Fraction Wins * Capability Can Become Correlation * China Is Building Around the Chokepoints
What Happened OpenAI released its GPT-6 Astra model this week, calling it its most capable model yet. On benchmarks, it has new highs across computer use, coding, science, cybersecurity,
What Happened A recent analysis claims that AI model progress has sharply re-accelerated. Its evidence is the chart below, "showing" Epoch’s Capabilities Index rising from 8.
What Happened The most visible response to soaring memory prices—now perhaps more than 75% of a server bill of materials (according to Google)—is higher semiconductor capex: new fabs,
What's Ahead 1. "Big Tech" Interview 2. The Price of Intelligence 3. Goldman Does a 5x on Its Humanoid Robot Forecast 4. Models Easily Flip Response
What Happened Analysts at sell-side firms have highlighted an apparent puzzle in the most recent economic data: profits are soaring, but hiring is not. Pre-tax corporate profits have
What Happened AI has been almost absent from the just-completed annual Kansas City Federal Reserve event in Jackson Hole. Searching the programs over the last four years for AI,
