What is interesting about Nvidia is that while it is ~the most valuable company, with skyrocketing revenue & profit, the number of employees is not climbing that much. In addition, the proportion of employees allocated to R&D is growing a little, from 72% to 75%, which is a good
MARKET TRENDS
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Excel AI vs ChatGPT Agent: Two Visions for Future Work
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I don't think ChatGPT Agent is all the way there yet, and obviously there is a lot of good use for inserting AI-powered formulas into spreadsheets, but Excel's AI integration and ChatGPT Agent represent two very different bets on what the future of work may look like.
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AI Nostalgia: Reflecting on 2023 Viral Trends
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Ah… AI Nostalgia from way back in (checks calendar) 2023. That was quite the viral trick back then. @angrypenguinPNG https://t.co/CAtx1pVzPr
— Matt Wolfe (@mreflow) 1 septembre 2025Ah… AI Nostalgia from way back in (checks calendar) 2023. That was quite the viral trick back then. @angrypenguinPNG
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Customer Research Drives Business Innovation Through Prototyping
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Innovation in business transformation emerges when customer needs are carefully researched, opportunities are defined with clarity, and solutions are shaped through ideation, prototyping, and testing until they mature into scalable impact. Microblog by @antgrasso
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Macroeconomic Complexity Challenges Short-term Analysis
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A lot of macroeconomic things happening at once, and a short timeframe, make teasing apart the details challenging.
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AI Slowing Junior Hiring in US Tech Fields
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The fact that junior hiring in AI intensive fields has slowed down somewhat in the US seems pretty solid. The evidence linking it to AI is not yet established, we have seen a couple solid attempts that suggest a connection, but it is really hard to tell for sure, given the data.
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Tech Market Monetization and Industry Consumer Behavior
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Honestly, I don’t know, but this is totally different. I know a bunch of people who would pay for something like this. Remember a lot of ppl in tech hang mostly with other tech ppl.
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Skepticism on Near-Term AI Breakthroughs and Predictions
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La meilleure probabilité est que rien de tout ça ne va se passer dans les quelques années qui arrivent.
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Generative AI Reduces Junior Hiring While Preserving Senior Roles
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A second paper also finds Generative AI is reducing the number of junior people hired (while not impacting senior roles). This one compares firms across industries who have hired for at least one AI project versus those that have not. Firms using AI were hiring fewer juniors
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AI Hype Cycle Declining While Data Center Investments Peak
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Now it's getting exciting. The hype cycle around AI seems to be dying down. Nevertheless, investments in data centers remain at record levels. In addition to the consumer sector, many investors will increasingly take a closer look at how AI pays off. There will now be a lot of