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BREAKING  The state of the AI economy

Sunday, June 28, 2026

The state of the AI economy [Xtra!]A data-driven check on whether AI spending and productivity gains are actually materializing.
Water becomes the next AI data center flashpoint [Xtra!]Physical resource limits, not just chips, are now a hard constraint on AI scaling.
A web data infrastructure layer is forming for AI [Xtra!]The pipes feeding AI models are becoming their own distinct industry category.
Liquid AI ships ultra-small LFM2.5 230M [Xtra!]Sub-billion-parameter models keep getting more capable for on-device and edge use.
DeepReinforce open-sources Ornith-1.0 coding models [Xtra!]Another credible open-source challenger enters the coding-model space.
Scaling laws, carefully [Xtra!]A rigorous look at what scaling laws actually predict versus what gets assumed.
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