Ash | Carry

While USA’s AI rally does not appear to pause anytime soon, China’s AI index is now negative for the year 2026. YTD : -18% Fall from top : -36%

This is the numero uno indicator of where inference market is going. The number of customers paying >100K to Anthropic went up from 20 to 12,000 in less than 2 years. What happens when this number shoots to 12,000,000.

Narrative Violation. Compute margins are expanding, not compressing. Source : Anthropic S1

Memory ETFs not only lost the bullish momentum but are also facing outflow pressures now as prices keep moving lower. From $40 to $81 in 3 months and back to $47 in next 3. What a ride!

Sentience or human brain like performance may not be really coming anytime soon, despite AI industry's warning calls. A chart of efficiency and performance divergence between biological systems and artificial models as scale increases.

When are we getting back our eggs and butter futures?

Crypto can take a breather. Ms. Warren has a new enemy now and it’s called Mayo.

A retail customer facing job is the toughest in the world. And is the least paying one. Hats off to the people who do it without complaining.

Return to fundamentals.

Is European Union going to sanction USA now that Russia is selling diesel to USA!!

WTF! I can’t call my agents *!#% anymore. 😡 😤

Much before thrill of markets was sensationalized on TV like this, we had “Not a penny more, not a penny less”. RIP Jeffery Archer - from the teenager who got awed by market operations thanks to your novels.🪦

“Stranger Danger” dies the moment you share creds with a personal assistants.