📈 Data to start your week

Solar beats demand ↑ Time with Gemini ↑ Climate inaction costs ↑

Hi all,

Here’s your Monday round-up of data driving conversations this week in less than 250 words.

Let’s go!

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1. AI S&P boost ↑ AI-related stocks have accounted for 75% of S&P 500 returns and 79% of earnings growth since the launch of ChatGPT three years ago.

   

2. Coding tool revenues ↑ Revenues from AI coding tools such as Cursor and Claude Code have collectively passed $3.1 billion, approximately 2% of all software engineer pay globally.

3. SWE crown returns ↑ Claude regained first place on the SWE-bench verified benchmark¹ with Opus 4.5, becoming the first model to score higher than 80%.

4. Renewables > fossils. Between January and September this year, solar and wind generation have outpaced global electricity demand growth.