We’ve automated every single thing we could with AI agents. And yet, there’s way more human work to do than ever. We’ve grown from 4 to 30 human employees since GPT-3. I wrote a report on the structural reasons: how AI makes expert competence cheap and why that drives up demand.
ECONOMY
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Token Economics: LLM Utility, Demand, Supply, Monetization
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→Token utility: the model, context length, and level of interactivity required
→ Token demand: the volume of tokens required
→ Token supply: the optimal infrastructure given the token utility and demand
→ Token monetization: cost-based and value-based pricing to maximize -
AI’s potential electricity and water footprint by 2030
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Individual use is small, but at aggregate scale, resource usage is higher. By 2030, AI may use as much electricity as Japan. Water use will remain less than 1% of total US water use in 2030, but that can still strain local utilities. (and this problem alone took many runs)
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Estimates of AI data center power and water usage
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Estimates of power usage here: https://
arxiv.org/pdf/2509.20241 (these numbers also match independent assessments) Estimates of water usage here: https://
eta-publications.lbl.gov/sites/default/
files/2024-12/lbnl-2024-united-states-data-center-energy-usage-report_1.pdf
… (note it only includes direct cooling, not water for electricity generation) -
Anthropic Projected to Double Revenue to $10.9 Billion
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Even bigger win for Anthropic: Anthropic’s revenue is set to more than double to $10.9 billion in the second quarter, an explosive rate of growth that will help it turn an operating profit for the first time. About $500m in profit. Nuts.
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Anthropic Secures Additional Compute Capacity from Colossus Clusters
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Holy: After Anthropic secured compute capacity from Colossus 1, it is now also getting access to compute from Colossus 2. But to be honest: I somehow expected to his. Grok certainly doesn’t need all that compute.
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Google’s Capital Expenditure Surge Linked to AI Infrastructure
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Cap-ex at google is increasing at roughly 6x per year!
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Firms insourcing work to capture AI productivity gains
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One trend that I think you might start to see at big companies is insourcing via hiring: why pay so many outside vendors (legal, marketing, software vendors) when you can hire in-house and harness AI productivity gains yourself? Talked to executives already going this route…
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Europe’s Strategic AI Autonomy and Infrastructure Challenges
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Mistral AI's CEO says Europe has 2 years to stop becoming America's AI 'vassal state' Well, how about Europe finally starting to invest massively in data centers and energy policy instead of just constantly complaining? Europe, and Germany in particular, has some of the highest
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Anthropic Targets 44% of US GDP with AI
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Anthropic has just set its sights on the 44% of U.S. GDP that enterprise AI has largely overlooked. Claude for Small Business launched this week, featuring 15 prebuilt agentic workflows and 15 skills integrated directly with QuickBooks, PayPal, HubSpot, Canva, DocuSign, and Google Workspace.