Hi all,
Here’s your Monday round-up of data driving conversations this week in less than 250 words.
Let’s go!
Silicon’s AI premium ↑ AI chips are expected to generate half of all chip revenue in 2026, despite making up just 0.2% of volume.
Driverless at scale ↑ Waymo raised $16 billion at a $126 billion valuation — more than most listed carmakers.
Apps, not models ↑ ~70% of AI builders are focused on vertical applications, not foundation models. Value is shifting up the stack.
