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,
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
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
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,
AI demand and buyer panic combine to create all-time memory market price squeeze
AI-related job pressures may cut a new cross-continental swath
The former Mag 7 + Oracle are the main culprits in index decline this year
Social media pushes people toward the fringes; LLMs push people toward the middle
Data center heat islands are potent and growing
A digest of recent Rough Notes
AI-related conduct risks are soaring in large companies
A digest of recent Rough Notes from the site
