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Megacap AI Spend Tracker | 2026.06
Most ROI analysis on AI infrastructure has focused on Big Tech capex and FCF.
Jun 3
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FD
17
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3
Software | Seat -> API
As usage shifts from seat-based software to API-based workflows, a big question emerges: What happens to professional information / research terminal…
Apr 16
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FD
8
2
Token Optimization
There’s a growing narrative that AI token consumption is too expensive and too wasteful.
Apr 15
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FD
15
2
Token Myth
Stop Counting Tokens. Start Counting Tasks.
Mar 20
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FD
7
Layoff Impact
There’s been a lot of chatter around reorgs & layoffs recently.
Mar 20
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FD
5
1
Macro | AI's Impact
What 200 Years of Layoff Panics Tell Us About AI
Mar 16
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FD
14
2
Token Tracker & Implications
If third-party tracking is even roughly right, China may now be the world’s largest token economy. China’s daily AI token consumption has reportedly…
Feb 26
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FD
14
2
2
AI ROI | 2026.01
Capex: $450B FY25E → $600B FY26E
Jan 16
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FD
14
Coding and Excel | AI’s Two Super-Verticals
Coding surprised everyone on the upside by becoming one of the strongest AI application verticals to date.
Jan 12
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FD
18
2
1
Search | The Moat of the Search Index
A year or two ago, I was a bit nervous about whether GPT could handle fresh search well, given it can’t tap Google.
Nov 27, 2025
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FD
7
5
1
LLM | Business Model & Unit Economics
I’ve been doing some deep thinking about the frontier-model business model.
Nov 25, 2025
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FD
21
6
4
Is AI creating new revenue streams—or just taking share?
There’s a growing debate around whether the projected $200B in OpenAI revenue (per The Information) represents new spending or just a reshuffling of…
Oct 27, 2025
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FD
12
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