AI Infra & Semiconductor Weekly Supply Chain Radar...
Prediction markets hit a massive $36B in weekly volume, with Kalshi (82.5%) and Polymarket (14.7%) capturing over 97% of the total market.
Source: wogaam (X)
AI is not cutting developers. It is cutting the entry level. Developers aged 22 to 25 are down 19% since ChatGPT launched. Those aged 41 to 49 are up 20%.
Source: richardseiler (X)
European power prices surge as cold weather and weak renewable output squeeze supplies: An unfortunate combination of colder weather across parts of Europe, the highest natural gas prices since 2022, and a prolonged period of Dunkelflaute - low wind speeds and limited sunshine - has driven day-ahead electricity prices sharply higher in the last week.
In Germany and France, prices have surged towards EUR 350/MWh, levels last seen during the 2022–23 energy crisis, while the UK and Nordic markets have also experienced sharp increases. The spike highlights Europe's growing dependence on weather-driven renewable generation and the critical role of gas-fired power plants in balancing the grid when wind and solar output falter. With gas supplies already constrained and heating demand rising, the need for additional gas-fired generation is adding further pressure to an already tight market. The extreme price volatility also underscores the importance of dispatchable backup capacity, energy storage and cross-border interconnections as Europe continues its energy transition.
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Trading: TTF Natural Gas Hits 103, Gaining Nearly 5% on Tight Supply
The European gas benchmark extends its rally into critical pre-winter delivery periods as structural storage deficits materialize.
Gnosly Live Signals | AI is getting cheaper
At a given level of performance, cost has fallen ~47%/quarter since 2023.