Plus: Slow chips, Steam runs on AI & the ozone hole++

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	Forwarded this email? Subscribe here for more 📈 AI-exposed workers wait a month longer for a job Plus: Slow chips, Steam runs on AI & the ozone hole++ Azeem Azhar and Hannah Petrovic Nov 9 ∙ Preview   READ IN APP   In the AI Investment Brief today: The funding quality is still a concern even as hyperscalers move into long‑dated, investment‑grade debt. Hi, Here’s the latest roundup of data signals across AI, energy & markets from Exponential View. Upgrade to paid Anthropic’s place in the queue. Anthropic paid $3.4 billion to take over a supplier’s two-year-old order for 1.7GW of gas generators – the largest known power-equipment purchase by an AI lab. VC in 2026 is about two giants. Take a16z out, and US fundraising looks much like 2025. Without SpaceX, this year’s exits are close to last year’s. Memory hoarders. Apple’s memory inventory grew 2.5x year on year, helping build protection against memory cost increases. Re-application slowdown. Workers let go of jobs in AI-exposed roles in 2025 took about a month longer than peers in other roles to get a new job. Coming up: China’s chip bottleneck, AI & creativity, the ozone hole & paper mills. 📈 Paid members also get access to a library of 500+ charts on AI, energy, economy and innovation. Continue reading this post for free in the Substack app Claim my free post Or upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2026 EPIIPLUS1 Ltd Copyright © 2026 EPIIPLUS1 Ltd, All rights reserved Unsubscribe