The cost of AI has fallen faster than any other transformative technology in history!

SpaceX, Anthropic, and OpenAI are valued higher than every US tech IPO of the past 45 years combined!

Claude now leads over a quarter of Anthropic’s model R&D, up from virtually none just six months ago!

The number of active satellites in orbit just went vertical! More active satellites have been launched in the last 5 years than in the previous 50 combined.

2026 is a record year for stock dispersion, but strip out the top 10 winners and it looks like any other year!

GenAI spend via cloud providers has surged 15–20x across every cohort in just 18 months!

Enterprise usage is shifting from asking AI questions to letting it do the work.

Energy storage is scaling faster than solar or wind ever did!

Four companies now spend at a staggering scale. Hyperscaler AI capex is on track for ~$733B in 2026, about 87% of the base U.S. defense budget.

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

The cost center of energy has become more about delivery than production.

We’re excited to see Base Power launch Base Core today and to keep backing Base Power and others reindustrializing the U.S. grid.

AI is changing the way we use Search.

As AI Overviews and AI Mode scale, users are asking longer, more conversational questions and spending materially more time in the Google app.

Better answers seem to be creating more questions.