Charts of the Week: The Almighty Consumer and AI Capex

kept by eddie jan 27

AI capex and consumer spending equally drove net-new US GDP in early 2025, while OnlyFans out-earned OpenAI and the NYT combined.

Why Are We Spending So Much Money on Home Renovations? - The New York Times
Millennials are outspending other generations on home renovations due to a mix of practical needs and emotional motivations, including pandemic-era nesting.
also on #consumer-spending, #economy
OnlyFans Sells 16% Stake Weeks After Death of Owner Radvinsky
OnlyFans sold a 16% stake to Architect Capital weeks after owner Leonid Radvinsky's death, valuing the company at roughly $3.15 billion.
also on OnlyFans
Show HN: Live Sun and Moon Dashboard with NASA Footage
Lumara is a dashboard app displaying live NASA sun imagery, moon phase data, and space weather events for mobile and desktop.
also on #mobile-apps
Everything is Recorded Now - by David Haber - a16z
Default recording of workplace conversations is inevitable as AI turns voice data into a searchable system of record, creating a competitive wedge between AI-native companies and incumbents.
also on a16z, OpenAI
Presentations — Benedict Evans
Benedict Evans presents his annual slide deck on macro tech trends, arguing that rapid acceleration across retail, TV, advertising, and regulation is reshaping the global industry.
also on a16z