A year ago, it was 480T. Today it's 3.2Q! Tomorrow's chart might need a new unit of measurement.

Last time we ran this chart, OpenClaw looked like an outlier. Turns out it was just the new normal for next-gen agents!

Cash flow is transferring from hyperscalers to AI infrastructure.

Follow the bottlenecks.

Dispersion has been extreme, and even more dramatic within TMT!

We are watching the fastest revenue speedrun of all time.

What's the Chinese word for Quibi?

AI reprices software around consumption. Traditional SaaS still charges for seats.

One number tells the story: 3.8%. That's the share of Traditional SaaS spend that's consumption-based, eleven months into the AI era.

Data collaboration with Ara Kharazian of Ramp.

Token demand is entering overdrive.

It took 20 years for each internet user to consume 50Gb of memory annually. Could AI 5x that in just 5 years?

We're witnessing a massive shift in AI, from merely assisting with work to doing the work itself.

While the previous generation of technology focused on assistance through autocomplete, suggestions, and drafts, the new paradigm centers on agentic systems that execute tasks end-to-end. In coding, this transition is already measurable: Claude Code downloads soared 70x in under a year, while Codex installations rose 7x in seven months.

The data shows a sharp acceleration in early 2026, as new models unlocked the “agentic” era. Coding is the first vertical where this pattern is undeniably clear, and it serves as a blueprint for what we expect to see across industries.

For more on this C:\Take, watch Lucas: