📈 Data to start your week
African solar ↑ Space traffic control ↑ Token economics matter ↑
Hi all,
Happy New Year and welcome back to our usual programming! This is the Monday snapshot of market-moving data, in under 250 words.
I am hosting a live member-only 2026 briefing with Q&A this Wednesday at 12pm ET. If you’re a member, register here.
African solar ↑ In November, Africa imported over 2GW of solar panels for the first time.1
The US outperformed economists’ expectations again. The economy grew at an annualised rate of 4.3% in Q3 of last year. Nearly 40% of this is attributed to net trade effects post-tariffs.
Stack overflowed. Posts to Stack Overflow have fallen to levels last seen in its early years. Answers have moved from public forums to chatbots.
GPU prices ↑ Demand for Nvidia chips continues to outpace supply. H200 AWS rental prices climbed ~35% since July and B200 prices nearly tripled.
Valuation-margin correlation ↑ AI companies’ valuations are more closely correlated with token margins than with raw usage.2