📈 Data to start your week
US equities; Nvidia; bitcoin; robots; Tesla; Dubai; AI spending
Good morning,
This is the first test edition of our new column Data to start your week, a Monday morning round-up of key data to orient your attention this week.
We’ll keep the text to 250 words or less, so you can read it in one minute or less.
This is a minimally viable test. Whether this email serves YOU will decide how we move forward with it. Share your feedback in the comments or in the survey at the end of this email. Thanks! 🙏🏽
A record $448 billion of capital flowed into US equities, while $58 billion exited European stocks, according to Bank of America strategists.
Nvidia’s earnings “disappointed” because the firm only beat analyst estimates by 6%. There is nothing to see here… customers are waiting for Blackwell, and demand for compute will explode.
Global average robot density reached a record 162 units per 10,000 employees in 2023. China is the fast horse, doubling robot use in just four years and passing Germany and Japan.
Enterprise AI spending reached $13.8 billion this year, 6x since 2023.
Funding for European AI startups has hit $10.7 billion, about five times below the US equivalent.
Bitcoin is approaching $100k. Will that milestone herald a breakout or a crash?
The world added 136% more battery storage in 2023 compared to 2022, a record. This proof-of-technology will see all legacy forecasters once again adjust their forecasts upwards.
Tesla’s vehicles have the highest fatal accident rate among all car brands in America, twice the industry average.
Dubai reaches new heights as a global financial hub, with $1 trillion in family office assets.
nice format and curation
I like this format … very easy to digest and yet meaningful. Data is not just data. Data is the raw material of stories. And stories are very context dependent. I like that these data points - interesting in their own right - come without pre-baked or specific contextual framing which allows (and requires) each reader to look for the meaning on their own. Your longer pieces give it framing through your exponentialist lens but now I will have had a chance to reflect on them before I see how you think about them. Thank you.