Here are recent rough notes from the site:
Modern music is getting sadder and angrier, which is a form of diagnostic about where we are in this societal cycle. You can look at this with a Fourth Turning lens, or choose your perspective, but it is an important long wave, accelerating with geopolitics and AI. https://www.economist.com/graphic-detail/2026/01/19/popular-music-is-getting-sadder-and-angstier
AI/AGI have been turned into "normal business", which is profoundly risk-increasing:
1/ ChatGPT i Starting to Look a Lot Like Facebook and Meta https://www.bloomberg.com/opinion/articles/2026-01-20/chatgpt-and-openai-are-starting-to-look-a-lot-like-facebook-and-meta
2/ Anthropic CEO Says AI Chip Sales to China Like Selling Nukes to North Korea https://www.bloomberg.com/news/articles/2026-01-20/anthropic-ceo-says-selling-advanced-ai-chips-to-china-is-crazy
Documentary on Google DeepMind and the quest for AGI, has become a surprise success.
WSJ: There’s a Hit Movie Set Deep Inside an AI Lab—and It Will Give You Goosebumps https://www.wsj.com/tech/ai/google-deepmind-documentary-youtube-thinking-game-732bfa06?mod=wsjhp_columnists_pos_2
The Thinking Game: Full documentary https://www.youtube.com/watch?v=d95J8yzvjbQ
One of the (many) supercycle arguments made around the economic ecology of AI data center is that were are in a Cement Supercycle. After all, so goes the argument, we are building many data centers, all of which requires immense amounts of cement, just in time to ;pick up the slack from the decline in China demand.
BUt ... as a recent JPM report points out, data centers aren't all that wrt cement. They only use about a third the cement of comparablly sized CRE.
Two pieces on the Chinese takeover of European EV markets caught my eye today:
- The U.S. has functionally exited EV competition, with it going from strategic to orphaned
- China share has soared from 1% to 10% of UK market in three years
- The Temu "Range Rover" clone is among the hottest cars in U.K. roads
Sources:
https://www.bloomberg.com/opinion/articles/2026-01-19/why-chinese-cars-are-a-big-deal-in-the-uk-market
https://www.ft.com/content/7033459b-6dd8-4f46-84e8-bbbd8ec6bd94
