Boom? If AI Sales In The US Go South, Let's Not Bail Out Big Money Bettors
I was struck by a graph showing OpenRouter’s measure of AI usage this year. (It appears in a newsletter published by Deutsche Bank’s chief economist, Jim Reid.) There are two striking features to the…
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Should investors just buy anything with a hint of artificial intelligence, or try to find the parts of the AI supply chain where bottlenecks capture more of the value?
With AI winners and losers changing places so quickly, it isn’t just about where to invest, but also when. on.wsj.com/49YNSZW
on.wsj.com·1mo ago
Company Blew $500M On Claude AI In One Month Due To No Usage Limit On Licenses For Employees
"Agentic AI tools can consume up to 1000x more tokens than basic chat queries, especially when employees deploy them for multi-step workflow
finance.yahoo.com·1mo ago

Chinese AI models reach 46% usage share among U.S. companies via OpenRouter as costs rise
Ma te pensa…
The AI Investment Boom Goes Global: Asian Markets Surge
Stocks in South Korea, China, Taiwan and Japan are going nuts.
awealthofcommonsense.com·1mo agoAnalyst warns cheap AI stock valuations may signal data center boom slowdown
Tom Essaye says that cheap AI stock valuations could signal that investors are growing fearful that the data center boom will come to a halt
Tech valuations are back to pre-AI boom levels
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apollo.com·3mo ago

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