This macroeconomic research agent powered by Deep Agents, LangSmith, and the @youdotcom Finance Research API: Analyzes GDP data Detects anomalies Investigates structural & cyclical drivers at the sector level Produces structured, cited briefings
ECONOMY
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Sanders introduces 50% stock tax on OpenAI, Anthropic, xAI
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U.S. senator Bernie Sanders just said he will introduce a bill that would put a one-time 50% tax on OpenAI, Anthropic, and xAI paid in stock, not cash. The government would get voting shares and an equal seat on each company's board, and the stock would fund a public fund owned
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GPU Crisis: Jensen Huang Responds to Global Concern
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Entire world: THE GPU SHORTAGE IS BECOMING A GLOBAL CRISIS.
— Charly Wargnier (@DataChaz) 1 juin 2026
Jensen Huang:pic.twitter.com/4gOnSXNsj0Entire world: THE GPU SHORTAGE IS BECOMING A GLOBAL CRISIS. Jensen Huang:
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Who will own the artificial intelligence of data centers?
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75 billion euros to build data centers in France. Very good. But a question remains: who will own the artificial intelligence that will run inside? A data center is just an infrastructure. The value is not in the walls, it is in the models,
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Benchmarks are boring; enterprises need shipping LLM capabilities now.
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Wall Street is watching frontier model benchmark porn while enterprises quietly die waiting for capabilities that actually ship. MMLU and HLE were very useful for about a nano-second. But now they are just boring. We don’t need to know how well an LLM can do on a test. We need
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AI stumble predicted as ‘too big to fail’ with potential carnage
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Anyone remember how I said in January 2025 that AI was going to be stumble and be dubbed “too big to fail”, along with cries for bailouts? If that call was correct – which increasingly seems likely, as the bets escalate to insane heights – the carnage could be immense:
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Moral dimension of making first-pass cognition historically cheap
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There is, particularly, a moral dimension on “We will be able to make first-pass cognition available at a price point so low it is historically unachievable for any quantum of effort from a professional.”
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AI: Why Only the Best Product Matters in This Market
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A finance professor summed up every AI valuation in one line: nobody wants to use the eighth best product. That's the whole bet behind Anthropic's $1 trillion. In most industries you can be fourth and still run a good business. In AI, the theory goes, you're one of a tiny
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GPT-5.5 cheaper via API subscription, more efficient thinker
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No. GPT-5.5 is *much* cheaper building against the API directly, when using a subscription. And it's somewhat cheaper even when not using a subscription, because the Opus 4.7/4.8 is much less efficient, and because GPT-5.5 is a more efficient "thinker".
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Model Fitness Measured by GPU Market Share
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A model's fitness is the fraction of the world's GPUs it occupies.