Hi,

Here’s our Monday roundup of data signals across AI, energy & markets.

Enjoy!

Every week, we share the latest updates on the State of the AI Economy based on our proprietary research.

We analyzed the types of claims corporates make about AI in earnings calls. Around a third are directly attributing financial impact to their implementation of AI. And these are not one-offs – companies that mention AI make an average of 6.8 separate claims, and they put numbers on 5.1 of them.

1. Who keeps the skill? After three months with an AI assistant, senior patent lawyers performed the same task 0.45 standard deviations better than peers who never used the assistant. Junior lawyers gained the most while using it but showed no lasting gain on average.

2. A growing ambition. Anthropic has signed compute agreements worth up to $517 billion in the last 11 months, compared with $180 billion in server rental through 2029 promised last December.