Building New Financial Markets for the AI Value Chain.
USA
Joined December 2011
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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.
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!
ALT Memory stock ETF $DRAM performance and inflow(outflow)
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.
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.
