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
While the recent and unprecedented increase in memory prices has been hard to miss, it is still largely misunderstood. Yes, it is driven by the speed and scale of the
As much as I want to dismiss the following U.S. obesity chart on technical grounds—truncated y axis, massive effect size claimed in a short time, and skewed sampling—
It has seemed inevitable for some time, but commercial electricity demand in the US is finally surpassing residential, largely driven by data centers and miners. Given the commercial's
We are working on a few things related to AI and demographics, and this is a sneak preview of some of what is to come. In general, there is a
Four things that caught my eye today: 1. Lake Tahoe's data center problem 2. Utilities telling the truth about data centers 3. New data on AI and job
From Bespoke's chart of the day, this unsettling graphic shows how we are retracing the early financial trajectory of the last tech bubble: While there are (early) superficial
A few quick things that caught my eye today, organized under the following topics: 1. Cerebras IPO and its implications 2. Token quota exhaustion at public companies Read on:
