Browsing: analysis

Technology

Analysis: The AI investment boom is about 1% of U.S. GDP, about half the share of GDP during the 1990s dot-com boom and comparable to the U.S. shale boom of the mid-2010s (Toby Nangle/Financial Times)

By Stacey D. WallsJanuary 11, 2026

Toby Nangle / Financial Times: Analysis: The AI investment boom represents about 1% of U.S. GDP, about half the share…

Technology

OpenAI says more than 40 million Americans turn to ChatGPT for health information daily, according to an analysis of anonymized interactions, considering it a "ally" for health care (Megan Morrone/Axios)

By Stacey D. WallsJanuary 5, 2026

Megan Morrone / Axios: According to OpenAI, more than 40 million Americans turn to ChatGPT for health information daily, based…

Technology

Analysis: Oracle removed $66 billion in debt from its balance sheet related to building AI data centers using SPVs; Meta moved $30 billion, xAI moved $20 billion, and CoreWeave moved $2.6 billion (Tabby Kinder/Financial Times)

By Stacey D. WallsDecember 24, 2025

Tiger children / Financial Times: Analysis: Oracle removed $66 billion in debt from its balance sheet related to building AI…

Technology

A look at Meta’s Hyperion 2GW data center in Louisiana, the first phase of which will open in 2028; analysis shows GPU sales tax breaks could total more than $3.3 billion (Jon Keegan/Sherwood News)

By Stacey D. WallsDecember 20, 2025

Featured Podcasts Hard fork: Why Roomba is Dead + Tech Predictions for 2026 + A Hard Forkin’ Christmas Song The…

Technology

Cambridge University analysis reveals how cheap SMS verification to create online accounts fuels global influence and manipulation campaigns (Clive Cookson/Financial Times)

By Stacey D. WallsDecember 13, 2025

Clive Cookson / Financial Times: Cambridge University analysis reveals how cheap SMS verification to create online accounts fuels global influence…

Technology

Analysis: Since 2023, data center electricity demand has delayed the retirement of 15 coal plants; the Trump administration ordered two power plants to remain open (Ariel Wittenberg/Politico)

By Stacey D. WallsNovember 27, 2025

Ariel Wittenberg / Policy: Analysis: Since 2023, data center electricity demand has delayed the retirement of 15 coal plants; the…

Technology

Amazon unveils its autonomous threat analysis system, born from a 2024 internal hackathon, to use AI agents competing in teams to identify vulnerabilities (Lily Hay Newman/Wired)

By Stacey D. WallsNovember 24, 2025

Featured Podcasts Squeak: She sold her startup for $500 million, here’s her next idea Grit explores what it takes to…

Technology

Gemini 3 Security Framework Model Card and Report Analysis: Model is great but security report withholds or makes it difficult to understand key information (Zvi Mowshowitz/Don’t Worry About the Vase)

By Stacey D. WallsNovember 21, 2025

Zvi Mowshowitz / Don’t worry about the vase: Analysis of the Gemini 3 security framework model sheet and report: the…

Technology

Stockholm-based Encube, which uses AI to automate manufacturability analysis during hardware design, comes out of stealth and raised $23 million from Kinnevik and more (Amelia Isaacs/Pathfounders)

By Stacey D. WallsOctober 16, 2025

Featured Podcasts Lenny’s podcast: Figma CEO: Why AI is making design, craftsmanship and quality the new startup gap | Dylan…

Technology

Analysis: wholesale electricity is now up to 267% more for a single month than in 2020 in American areas located near the significant data center activity (Bloomberg)

By Stacey D. WallsSeptember 30, 2025

Bloomberg:: Analysis: wholesale electricity now costs up to 267% more for a single month than in 2020 in American areas…

Hong Kong’s Victoria Park remains silent on anniversary of Tiananmen crackdown – Radio Free Asia

Eco-brutalist resistance in Central Asia – The Diplomate

Lessons from the Strait of Hormuz, Malacca and the Baltic Sea – The Diplomat

EBRD cuts Kyrgyz GDP forecast due to sanctions concerns – The Diplomat

Families of Tiananmen victims barred from visiting graves on anniversary – Radio Free Asia

Macy’s (M) Q1 2026 Results

Honeywell Aerospace CEO predicts strong growth ahead of standalone debut

Sellers are listing homes at the fastest rate since 2020

CBS fires Scott Pelley amid ’60 Minutes’ leadership turmoil

Morgan Stanley to open its wealth management funnel to agents

Shocked Trump Loses Iran War Powers, Ballroom and Arms Fund on Same Day

Marco Rubio lied to Congress about Trump sleeping during meetings

Democrats will force vote to kill Trump’s slush fund and immunity program

Trump’s ballroom is dead and his battleships may be sunk

Massive defeat for Trump as his militarization fund dies

Google releases macOS versions of AI Edge Gallery, which lets users run open models on their devices, and AI Edge Eloquent, an on-device voice dictation app (Google Developers Blog)

Filing: SpaceX aims to raise $75 billion in its IPO, selling 555.6 million shares at $135 each, which would value the company at about $1.77 billion (Bailey Lipschultz/Bloomberg)

Nearly 40% of Alphabet’s ~$85 billion planned AI stock offerings will be used to cover tax liabilities related to employee stock grants, amid the war for AI talent (Cory Weinberg/The Information)

Forage, a payment processor that helps retailers and food delivery companies accept EBT cards, raised a $40 million Series B led by Mouro Capital at a valuation of $225 million (Yuliya Chernova/Wall Street Journal)

Analysis: 10 Trump officials, including special envoy Steve Witkoff, reported holding stakes in SpaceX or xAI worth more than $9.9 million collectively, before SpaceX’s IPO (Bloomberg)

Browsing: analysis

Analysis: The AI investment boom is about 1% of U.S. GDP, about half the share of GDP during the 1990s dot-com boom and comparable to the U.S. shale boom of the mid-2010s (Toby Nangle/Financial Times)

OpenAI says more than 40 million Americans turn to ChatGPT for health information daily, according to an analysis of anonymized interactions, considering it a "ally" for health care (Megan Morrone/Axios)

Analysis: Oracle removed $66 billion in debt from its balance sheet related to building AI data centers using SPVs; Meta moved $30 billion, xAI moved $20 billion, and CoreWeave moved $2.6 billion (Tabby Kinder/Financial Times)

A look at Meta’s Hyperion 2GW data center in Louisiana, the first phase of which will open in 2028; analysis shows GPU sales tax breaks could total more than $3.3 billion (Jon Keegan/Sherwood News)

Cambridge University analysis reveals how cheap SMS verification to create online accounts fuels global influence and manipulation campaigns (Clive Cookson/Financial Times)

Analysis: Since 2023, data center electricity demand has delayed the retirement of 15 coal plants; the Trump administration ordered two power plants to remain open (Ariel Wittenberg/Politico)

Amazon unveils its autonomous threat analysis system, born from a 2024 internal hackathon, to use AI agents competing in teams to identify vulnerabilities (Lily Hay Newman/Wired)

Gemini 3 Security Framework Model Card and Report Analysis: Model is great but security report withholds or makes it difficult to understand key information (Zvi Mowshowitz/Don’t Worry About the Vase)

Stockholm-based Encube, which uses AI to automate manufacturability analysis during hardware design, comes out of stealth and raised $23 million from Kinnevik and more (Amelia Isaacs/Pathfounders)

Analysis: wholesale electricity is now up to 267% more for a single month than in 2020 in American areas located near the significant data center activity (Bloomberg)