The federal seed pays only when a guardian opens the account, so the employers now matching it have budgeted a per-child cost whose real size depends on how many of their own workers file the paperwork.
Reality
- Evidence55
- Adoption38
- Hype gap+20
- Incentives62
- Confidence45
Yields on 1- to 7-year Treasuries moved as much as 26 basis points in four days, and the short end is now priced for hikes. That changes the base case for anyone financing 2026.
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- Builder
- Builder 6%
- Operator
- Operator 33%
- Investor
- Investor 61%
Reality
- Evidence78
- Adoption82
- Hype gap+8
- Incentives55
- Confidence74
FloQast puts 85% of accounting teams on AI as a strategic priority and 10% on extensive use. The 60% weekly figure comes from a different survey of a different population. Subtracting one from the other tells you nothing.
Reality
- Evidence46
- Adoption55
- Hype gap+14
- Incentives52
- Confidence48
Robin Brooks says a month of soft activity data failed to pull long yields down, and reads that as thin demand for Treasury paper. Scott Bessent is doubling debt buybacks rather than waiting for the data to help.
Reality
- Evidence45
- Adoption
- Insufficient
- Hype gap+25
- Incentives55
- Confidence45
A synchronized surge to two-decade-high yields has made the term premium, rather than AI concentration, the exposure worth re-examining this quarter.
Reality
- Evidence38
- Adoption
- Insufficient
- Hype gap+24
- Incentives58
- Confidence36
The AI accounting startup raised $100mn led by ICONIQ and names Oracle, SAP, Workday, Microsoft and NetSuite as pre-AI relics. Its proof point is a finance team of three.
Reality
- Evidence42
- Adoption56
- Hype gap+34
- Incentives84
- Confidence58