Macro Musings by Danny D

Macro Musings by Danny D

Macro Themes

The Bottleneck

Electricity is the Constraint for AI

Danny Dayan's avatar
Danny Dayan
Aug 13, 2025
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AI demand is exploding and adoption is rising rapidly. I was not an early adopter of using the AI LLMs, but I have been increasing my usage substantially for my macro process. It can recap a research note, or collect and aggregate all of the relevant research papers on a topic much quicker than I can. It is also helpful for data analysis. The best aspec…

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