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 quarterly AI capex depreciation expense, but have not yet covered cumulative historic depreciation — let alone the additional headroom needed for a healthy margin.
China’s young guns. On average, Chinese AI labs hire talent with just 1.6 years of experience vs. 5.5 years for comparable roles in the US. (h/t Epoch AI)
The weight-loss dividend. Previously not-employed women who start GLP-1 treatment are about 27 percentage points more likely to be working after 18 months.
A new giant in town. SK Hynix’s market value passed Samsung Electronics’ for the first time.