AI is now AI’s biggest customer; China’s coal milestone; climate change in your bloodstream++
Plus: Why isn’t jevon’s paradox showing in the statistics & why generation isn’t comprehension
How the AI industry’s apocalyptic warnings became the political case against the data centers it needs.
Demand is justifying all the spending, but the spending is getting harder to unwind
Join our team to make sense of the AI economy
AI revenue update; frontier usage gap; hidden solar; China’s robot dominance++
Amazon spent some $1.8 million on a Claude project that ran unnoticed for five months. “It’s difficult to figure out how much anything [AI-related] costs”.
We're earlier in the cycle than you may think
Bought now, billed later
Your Sunday briefing on how AI is colliding with markets, institutions, and culture.
Plus, an updated stack of 50+ AI tools we use at Exponential View
AI is blurring jobs ⬆️ GenAI entertainment ⬆️ El Niño & stability ⬇️
Plus: AI agents as citizen rights, protein & longevity, nervous Europe
A bit older, a bit left field
Modelling the AI J-curve
Open models volume ↑ AI & productivity ↑ Kids in cities ↓
Copy that. Plus: China's chip chase,
The pressure is on
Kimi codes ⬆ Lithium recovery ⬆ Confidence in tech ⬇
Plus: Palantir’s power, cancer vaccines and AI on iPhones
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