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Hi all,Here’s our short Monday roundup of data signals across AI, energy and markets:A GPU wave is ahead of us. More than 95% of the Grace-Blackwell GPUs have not yet been deployed, even though the ch

“Always an excellent perspective on emerging systems and their impact across the human landscape.” — Neill K., a paying subscriberSubscribe nowThe latest on AI and jobsOur friends at Ramp and Revelio

Hi all,Here’s our Monday roundup of data signals across AI, energy and markets.Enjoy!First, a chart from our inaugural state of the AI economy report. AI quarterly revenues are now exceeding the quart

Hi,Om Malik died on Wednesday. He was one of tech’s truest voices, as a journalist, a founder, an investor, a questioner and a photographer. He understood, before most, that technology is a human ende

The generative AI economy has generated $110 billion in sales over the past 12 months. It is growing fast. On an annualized basis, the revenue run rate exceeds $175 billion. These numbers took us seve

Hi all,Happy Sunday.GenAI drives almost 2% of traffic to Walmart and Target; home and electronics categories lead. A quick show of hands, please:Here’s Sunday edition #579.Subscribe nowProduct is the

Honoré Daumier, The Legislative Belly (Le Ventre législatif), January 1834I am a fan of AI councils. As many readers will know (from previous posts), I use AI expert panels every day to deliberate on

Hi all,Here’s our Monday roundup of data signals across AI, energy and markets.Enjoy! 👾 Play our word quiz created just for this edition – and win a prize.AI & jobs. AI was cited as the top reason fo

Hi all,I sent a note on Thomas Piketty’s blueprint for global justice to members of Exponential View yesterday. I call its recommendations a “blueprint for managed decline”. The commentary touches on

Thomas Piketty, a French economist, has a recipe for global justice. In the Global Justice Report, Piketty and his co-authors recommend the world converge on a national income of €60,000 (around $68,0