WSJ: “Forget the staycation. Research reveals that travel can build stress resilience, sharpen cognitive health and ward off depression far better than staying home.”
Rama Bijapurkar: “A reimagined skilling system must be built around the changing world of work: What is changing, how fast, and how to responds to rapid changes, and counter intuitive shifts.”
Dylan Patel: “When we go back to last year, even at the end of the year, most of GDP growth in America was just AI infrastructure. As we look towards this year, about a third of the compute coming online is for the labs, for OpenAI and Anthropic. It may be built by others and then rented to them, but at the end customer, it’s them. As we go forward into the future, the numbers for compute are ballooning. We’re at a little bit over a trillion dollars of CapEx this year. As we go out into ’28, it’s going to be more than $2 trillion. The labs are also taking an increasing percentage of this. So ultimately, you’ve got a very interesting situation where the labs are going from companies that spend tens of billions of dollars a year to hundreds of billions of dollars a year, to forecasting to spend trillions of dollars a year even towards the end of the decade. This is at least some of the contracts they’ve begun signing with their partners.”
WSJ: “For the first half of this year, federal data shows Vietnam’s trade surplus with the U.S. hit $114 billion, ahead of semiconductor hub Taiwan, Mexico and even China. It is an unexpected outcome for an economy a quarter the size of Mexico’s, and the result of years of reconciliation after the Vietnam War and turbocharged capitalist development in the Communist nation.”
