Monday, 15 December 2025

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📈 Data to start your week

AI at work ↑ Age of construction ↓ Chip power gap ↓ Cognitive shocks of heat and pollution ↑

Azeem Azhar and Hannah Petrovic

Dec 15

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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 at work ↑ Adoption grew from 40% to 45% between Q2 and Q3 this year. But the real growth is in light, frequent use throughout the week.
Enterprise sales ↑ OpenAI reported 8x year-on-year growth in its ChatGPT enterprise use, led by technology, manufacturing and healthcare.
Age of construction ↓ Construction productivity has been flat or falling across most rich countries since the 1990s, despite decades of automation and evolving manufacturing practices.
The cost of letting chips go ↑ Without any exports or smuggling, the US is projected to hold a 21x-49x lead in AI compute over China in 2026. Allowing unrestricted Hopper exports shrinks that lead to as little as ~1.2x-6.7x. (See EV#554)...