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August 2026

🔮 Unbounded self-improvement and its limits #599
Plus: The deceptive popularity of open-weight models & DIY compute.
 • Azeem Azhar and Nathan Warren
📈 Data to start your week
AI is now AI’s biggest customer; China’s coal milestone; climate change in your bloodstream++
 • Azeem Azhar and Hannah Petrovic
🔮 Why one AI is better than four #598
Plus: Why isn’t jevon’s paradox showing in the statistics & why generation isn’t comprehension
 • Azeem Azhar and Nathan Warren
🏦 The problem with petards
How the AI industry’s apocalyptic warnings became the political case against the data centers it needs.
 • Azeem Azhar
🫧 Is AI a bubble yet? Our five gauges say no
Demand is justifying all the spending, but the spending is getting harder to unwind
 • Azeem Azhar and Nathan Warren
🔮 Introducing: AI Economy Research Fellowship
Join our team to make sense of the AI economy
📈 Data to start your week
AI revenue update; frontier usage gap; hidden solar; China’s robot dominance++
 • Azeem Azhar and Hannah Petrovic
🔮 The curious economics of a $6 AI agent #597
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…
 • Azeem Azhar and Marija Gavrilov
🔮 The market misread Google’s AI exodus
Why Jeff Dean’s departure tells us the AI investment cycle is earlier than we think
 • Azeem Azhar and Hannah Petrovic
📈 Making sense of the AI capex logjam
Bought now, billed later
 • Hannah Petrovic, William Gildea, and Marija Gavrilov
🔮 Agents form alliances, DeepMind’s reset & how likely is a crash? #596
Plus: Felony bench, molecular glue, AI writing
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