Top 50 Consumer Gen AI Apps a16z

Disliked, Disowned, Discarded. Relative. Topdown Charts

Diamond Prices ...

Spike in single stock (ss) vol vs. index vol Storm under the surface

$GOOG is the top referral domain from LLMs.

The great flip. Source: @stateofaireport

This chart is from $IAC ...

$NVDA still dominates This is compute mentions in open source AI papers. Source: @stateofaireport

Capex growers don't do well historically.

Small language Models could eat agentic AI lunch Source: State of AI

The best private fund lives now stretch well past 15 years. “The old rule of an 8- to 12-year fund life cycle is not a reality for most funds. Top quartile funds don’t actually return capital for 16-20 years.” Source: SVB.

Suing short sellers doesn't pay. Grizzly Research

35% of stocks are in a bear market (down >20%). Source: (((The Daily Shot)))

Companies are staying private for longer. BlackRock

From Acadian Asset Net issuance a sign of bubbles? Does the rise of private assets distort this? Definition: “12-month sum of net issuance, divided by the total capitalization of the market today."

The long goodbye to UK Equities Source: FT Alphaville

Thrift and Discount Stores are the big winners of Black Friday.

The US is not even close to the world’s most concentrated equity markets. Source: (((The Daily Shot)))

Continuation funds are nearly 20% of global private equity exits in 2025. Source: J.P. Morgan Asset Management

Copper - There have been no large scale copper deposit discoveries in nearly five years. - Copper ore grades are -40% since 1991.