The Evolutionary Layers of AI
Source: Panagiotis Kriaris
According to Oxford Researchers, the share of articles that are written by AI is now larger than the share of articles which are human created.
AI content went from ~5% in 2020 to 52% by May 2025. Projections say 90%+ by next year. Why? AI articles cost <$0.01. Human writers cost $10-100. The issue is the following: when AI trains on AI-generated content, quality degrades. Rare ideas disappear. Source: Ask Perplexity
Quotes from Barron's & chart from McKinsey on AI CAPEX...
Source: Bloomberg, McKinsey, RBC
It's not just a stock bubble: AI is also now the largest sector in investment grade credit.
According to JP Morgan, AI-related companies now make up around 14% of the entire investment-grade debt market, with over $1.2 trillion in outstanding debt. It shows just how massive and expensive the AI buildout has become. These companies are financing data centers, semiconductor plants, and cloud infrastructure at a pace we haven’t seen in years. Much of the AI revolution is being funded by the debt markets. Every new data center, chip fab, and GPU cluster requires capital. It’s not just Big Tech spending cash reserves, the entire credit market is fueling AI growth. Source: JP Morgan, StockMarket.news
StockMarket.news: "AI isn’t cheap... By 2030, the world will need $2 trillion in revenue just to fund new data centers.
Even after AI-related cost savings, an $800 billion gap remains meaning $500 billion in annual capex just to keep building the infrastructure powering the AI boom. Can Big Tech and private equity afford to sustain this level of funding by 2030?" Source: StockMarket.news
The famous circular AI economy diagram
Source: Bloomberg
The OpenAI deal framework is very concentrated into a few companies
Source: Lance Roberts @LanceRoberts
AI’s energy demand is about to go vertical, and in many countries, the grids aren't ready.
China’s building 29 large nuclear reactors right now. The U.S. has none under construction. High costs, regulatory delays and market challenges hold us back, though advanced smaller reactors are emerging. Source: StockMarket.News
