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Revenue from coding agents grew faster than hyperscaler data center spending, according to the Noahpinion blog, even as the companies began to borrow. The post says the new debt raises the stakes if that growth slows.
Reality
Futurist Ramez Naam estimates AI's self-improvement loop would need to be roughly 5 to 10 times stronger to sustain itself, let alone run away. His Noahpinion case supports planning for rapid AI gains that hit diminishing returns.
Reality
A Noahpinion post says the United States is too internally divided to assemble the allied manufacturing bloc its author spent the Biden years recommending, and puts the repair of those alliances decades away.
Reality
The post argues the coalition against slowing AI down is losing the public argument, and it rests that on bipartisan majorities it reads off Nate Silver's summary of the polling. The five constituencies it names each want something different.
Reality
Noahpinion sets the prime-age employment rate near all-time highs against Ipsos and Pew findings that the public expects AI to compete with workers, which leaves headcount plans resting on a premise the aggregate data has not tested.
Reality
The 30-year gave back more than it moved after Treasury's buyback surprise. The number that belongs in a multi-year plan is the level of long rates, not the daily print.
Reality