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Tax consumption, not income or AI | opinion
Holiday consumption market underscores new growth drivers of Chinese economy
AI token consumption is forecast to rise 24x by 2030, intensifying the pressure on memory supply. That has turned memory into a critical AI bottleneck:
France bans alcohol consumption at music festivals under red heatwave alert
France bans alcohol consumption at music festivals under red heatwave alert
My information consumption is now 1/4 X, 1/4 podcast interviews of the smartest practitioners, 1/4 talking to the leading AI models, and 1/4 reading old books. The opportunity cost of anything else is far too high, and rising daily.
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Claude Code shows me token consumption per day Wish I could see token consumption and output of my brain
China's efforts to boost automotive aftermarket #consumption# are expected to unlock demand from vehicle owners and create new growth opportunities, as the country's auto sector looks beyond new car sales to services throughout the vehicle ownership life cycle, industry experts said.
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Silver right now: record industrial consumption, multi-year supply deficits, price 35% below its high. In equities, that profile has a name. It is called a 𝘷𝘢𝘭𝘶𝘦 𝘱𝘭𝘢𝘺. In commodities, the same profile gets called a dead trade. Markets are not consistent about this. The inconsistency is the opportunity.
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