Monday, 1 December 2025

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📈 Data to start your week

Solar beats demand ↑ Time with Gemini ↑ Climate inaction costs ↑

Azeem Azhar and Hannah Petrovic

Dec 1

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Hi all,

Here’s your Monday round-up of data driving conversations this week in less than 250 words.

Let’s go!

AI S&P boost ↑ AI-related stocks have accounted for 75% of S&P 500 returns and 79% of earnings growth since the launch of ChatGPT three years ago.
Coding tool revenues ↑ Revenues from AI coding tools such as Cursor and Claude Code have collectively passed $3.1 billion, approximately 2% of all software engineer pay globally.
SWE crown returns ↑ Claude regained first place on the SWE-bench verified benchmark¹ with Opus 4.5, becoming the first model to score higher than 80%.
Renewables > fossils. Between January and September this year, solar and wind generation have outpaced global electricity demand growth.

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