Traffic for AI coding tools, particularly DevOps and Code Completion Tools, is on the rise again after a summer slump. Cursor, which reached a billion-dollar annual recurring revenue in under two years, is a big player in this resurgence. In contrast, traditional automation platforms like Zapier and N8N have seen stagnant to declining traffic since summer, with a notable drop in November. The takeaway here is that while the data shows a shift, it’s essential to remember that clickstream data can be unreliable and month-to-month changes shouldn't be overstated. Regarding unemployment, the data presents a mixed picture. Occupations experiencing the largest job losses are often the least exposed to AI, while those most exposed also saw a significant uptick in unemployment. This contradicts the narrative that AI is solely responsible for job losses. Factors like rising interest rates likely have a more substantial impact than AI itself. Interestingly, AI appears to be driving investment and hiring in certain sectors, complicating the narrative further. In venture capital, past valuations of Series A rounds don’t reliably predict future performance. Data shows that the lowest quartile A valuations often lead to flat or declining outcomes, yet they also yield a notable number of high-return successes. Conversely, the top quartile has fewer 10x returns, suggesting that valuation does play a role in potential success. The optimal range for A rounds appears to be the second-highest quartile, which balances lower failure rates with a good number of high-return outcomes. Data centers are rapidly expanding, with some of the largest currently in development expected to reach 1-2 gigawatts of power—enough to supply energy to about a million homes. This growth is happening quickly; for instance, xAI’s Colossus 2 is projected to hit the 1GW mark within a year of its launch. This rapid scaling raises energy demands significantly, highlighting both the potential and the challenges of meeting the infrastructure needs of this booming sector.