Upcoming Q3 2026 SaaS earnings will reveal whether the agentic-disruption thesis is confirmed or challenged, impacting investor and industry strategies.
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Economics
69 posts
Software engineering. The canonical case.
New data confirms junior developer displacement due to AI, while seniors benefit from augmentation. A bifurcated labor market emerges, with future risks forecasted.
The Atlas. What the framework is.
An in-depth look at the Post-Labor Transition Atlas, a new empirical framework analyzing AI-driven labor displacement and policy responses as of 2026.
The Machine Economy — Capital-Heavy, Human-Light, Trading With Itself
Analysis of the emerging ‘machine economy’ where autonomous AI-driven firms trade with each other, reshaping markets and raising new policy questions.
The Anthropic IPO Disclosure Document: What the S-1 Has to Say Before October
Anthropic’s S-1 filing, due in October 2026, will reveal critical financial and operational details, including revenue recognition and risk factors, impacting its valuation and AI industry.
The Power Bottleneck: AI Data Centers and the Grid Cliff Approaching 2027-2028
Power constraints threaten AI hyperscaler expansion as grid expansion lags behind capex commitments, risking deployment delays and increased costs.
Adobe: The $23 Billion Buyback That Bought The Top
Adobe announced a $23 billion share buyback, which coincided with its stock reaching record highs, raising questions about timing and strategy.
Bank of Canada holds key rate steady in fifth consecutive decision
The Bank of Canada has kept its benchmark interest rate steady for the fifth straight decision amid economic uncertainties and global pressures.
US Producer Prices Rise at Fastest Pace in More Than Three Years
US producer prices rose 6.5% in May, the fastest increase in over three years, driven by inflation pressures from ongoing geopolitical tensions.