Dror Poleg
@drorpoleg.com
I research technology’s impact on work, cities, and markets. Bylines: NY Times, The Atlantic, etc.
DrorPoleg.com
DrorPoleg.com
Software is finally bumping into physical constraints. Google wants to double its AI infrastructure every six months. But our energy capacity cannot grow fast enough to meet demand.
November 21, 2025 at 4:19 PM
Software is finally bumping into physical constraints. Google wants to double its AI infrastructure every six months. But our energy capacity cannot grow fast enough to meet demand.
This is on point. The Cambridge Dictionary's Word Of The Year for 2025 is...
Parasocial: "involving or relating to a connection that someone feels between themselves and a famous person they do not know, a character in a book, film, TV series, etc., or an artificial intelligence"
Parasocial: "involving or relating to a connection that someone feels between themselves and a famous person they do not know, a character in a book, film, TV series, etc., or an artificial intelligence"
November 20, 2025 at 11:15 AM
This is on point. The Cambridge Dictionary's Word Of The Year for 2025 is...
Parasocial: "involving or relating to a connection that someone feels between themselves and a famous person they do not know, a character in a book, film, TV series, etc., or an artificial intelligence"
Parasocial: "involving or relating to a connection that someone feels between themselves and a famous person they do not know, a character in a book, film, TV series, etc., or an artificial intelligence"
Of course, there is a restaurant with AI-made recipes and "3D-printed shawarmas", and of course, it's in Dubai.
November 19, 2025 at 4:29 PM
Of course, there is a restaurant with AI-made recipes and "3D-printed shawarmas", and of course, it's in Dubai.
AI funding is moving from cash flow to debt. A sign the party is about to end — or a whole new phase is just getting started?
WSJ/Jason Zweig: “Between Sept. 1 and Nov. 13… big tech companies issued more bonds than they had in the previous three calendar years combined”
WSJ/Jason Zweig: “Between Sept. 1 and Nov. 13… big tech companies issued more bonds than they had in the previous three calendar years combined”
November 18, 2025 at 9:34 PM
AI funding is moving from cash flow to debt. A sign the party is about to end — or a whole new phase is just getting started?
WSJ/Jason Zweig: “Between Sept. 1 and Nov. 13… big tech companies issued more bonds than they had in the previous three calendar years combined”
WSJ/Jason Zweig: “Between Sept. 1 and Nov. 13… big tech companies issued more bonds than they had in the previous three calendar years combined”
Unemployment is still low, but humans are drifting towards less pleasant jobs.
Bloomberg: “Jobseekers are applying for roles that were often shunned in the past, such as directing traffic and working at materials recovery facilities”
Bloomberg: “Jobseekers are applying for roles that were often shunned in the past, such as directing traffic and working at materials recovery facilities”
November 18, 2025 at 12:38 AM
Unemployment is still low, but humans are drifting towards less pleasant jobs.
Bloomberg: “Jobseekers are applying for roles that were often shunned in the past, such as directing traffic and working at materials recovery facilities”
Bloomberg: “Jobseekers are applying for roles that were often shunned in the past, such as directing traffic and working at materials recovery facilities”
WSJ: “Tesla is now requiring its suppliers to exclude China-made components in the manufacturing of its cars in the U.S.”
November 16, 2025 at 10:43 AM
WSJ: “Tesla is now requiring its suppliers to exclude China-made components in the manufacturing of its cars in the U.S.”
A small step for ChatGPT — a giant leap for writers who love em-dashes.
November 14, 2025 at 5:17 PM
A small step for ChatGPT — a giant leap for writers who love em-dashes.
Whatever the problem, there’s one solution Democrats and Republicans always agree on: more debt.
November 10, 2025 at 5:46 PM
Whatever the problem, there’s one solution Democrats and Republicans always agree on: more debt.
Manufacturing is coming back to America. But there’s a catch…
"It will be Al humanoid robots making Al servers."
"It will be Al humanoid robots making Al servers."
November 6, 2025 at 5:55 PM
Manufacturing is coming back to America. But there’s a catch…
"It will be Al humanoid robots making Al servers."
"It will be Al humanoid robots making Al servers."
Virginia, America’s data center capital, has a new governor. Her campaign was boosted by rising electricity costs.
November 5, 2025 at 1:36 AM
Virginia, America’s data center capital, has a new governor. Her campaign was boosted by rising electricity costs.
Google joins the race to build data centers in space.
“our new research moonshot, Project Suncatcher, envisions compact constellations of solar-powered satellites, carrying Google TPUs and connected by free-space optical links.”
“our new research moonshot, Project Suncatcher, envisions compact constellations of solar-powered satellites, carrying Google TPUs and connected by free-space optical links.”
November 5, 2025 at 12:22 AM
Google joins the race to build data centers in space.
“our new research moonshot, Project Suncatcher, envisions compact constellations of solar-powered satellites, carrying Google TPUs and connected by free-space optical links.”
“our new research moonshot, Project Suncatcher, envisions compact constellations of solar-powered satellites, carrying Google TPUs and connected by free-space optical links.”
Th IDF is banning Chinese cars. Meanwhile, US government offices are full of Chinese-made devices. Not to mention TikTok…
November 4, 2025 at 2:14 PM
Th IDF is banning Chinese cars. Meanwhile, US government offices are full of Chinese-made devices. Not to mention TikTok…
The future according to NYC: Fewer, but better-paying finance jobs + An explosion of healthcare and welfare jobs
November 3, 2025 at 12:26 PM
The future according to NYC: Fewer, but better-paying finance jobs + An explosion of healthcare and welfare jobs
It's about to become legal: Create new songs using the voices and styles of your favorite artists.
The world's largest record label just settled its lawsuit with a startup that generates "cloned" music.
The world's largest record label just settled its lawsuit with a startup that generates "cloned" music.
November 1, 2025 at 1:14 PM
It's about to become legal: Create new songs using the voices and styles of your favorite artists.
The world's largest record label just settled its lawsuit with a startup that generates "cloned" music.
The world's largest record label just settled its lawsuit with a startup that generates "cloned" music.
The way productivity booms work: First, massive investment in new tech. Actual productivity boom only materializes a few years later.
October 31, 2025 at 7:27 PM
The way productivity booms work: First, massive investment in new tech. Actual productivity boom only materializes a few years later.
The discrepancy between Big Tech's growth and the rate at which they are shedding employees and office space is simply stunning. We've never seen anything like it.
October 31, 2025 at 1:14 PM
The discrepancy between Big Tech's growth and the rate at which they are shedding employees and office space is simply stunning. We've never seen anything like it.
Remember when ChatGPT was supposed to kill Google?
Google's search revenue is up 15% year-on-year. A reminder that AI's impact is not going to be linear.
Google's search revenue is up 15% year-on-year. A reminder that AI's impact is not going to be linear.
October 29, 2025 at 8:38 PM
Remember when ChatGPT was supposed to kill Google?
Google's search revenue is up 15% year-on-year. A reminder that AI's impact is not going to be linear.
Google's search revenue is up 15% year-on-year. A reminder that AI's impact is not going to be linear.
He’s hyping his stock but he’s not wrong.
Nvidia CEO: “The software industry of the past was about creating tools. Excel is a tool. Word is a tool. A web browser is a tool…
But AI is not a tool. AI is work. That is the profound difference. AI is, in fact, workers that can actually use tools.“
Nvidia CEO: “The software industry of the past was about creating tools. Excel is a tool. Word is a tool. A web browser is a tool…
But AI is not a tool. AI is work. That is the profound difference. AI is, in fact, workers that can actually use tools.“
October 29, 2025 at 7:27 PM
He’s hyping his stock but he’s not wrong.
Nvidia CEO: “The software industry of the past was about creating tools. Excel is a tool. Word is a tool. A web browser is a tool…
But AI is not a tool. AI is work. That is the profound difference. AI is, in fact, workers that can actually use tools.“
Nvidia CEO: “The software industry of the past was about creating tools. Excel is a tool. Word is a tool. A web browser is a tool…
But AI is not a tool. AI is work. That is the profound difference. AI is, in fact, workers that can actually use tools.“
In our nonlinear economy, these type of trajectories are going to become more common:
Launch a non-profit to attract idealistic talent and avoid financial and regulatory scrutiny ➡️ convert to for-profit once you stumble upon an actual product.
Launch a non-profit to attract idealistic talent and avoid financial and regulatory scrutiny ➡️ convert to for-profit once you stumble upon an actual product.
October 28, 2025 at 11:52 PM
In our nonlinear economy, these type of trajectories are going to become more common:
Launch a non-profit to attract idealistic talent and avoid financial and regulatory scrutiny ➡️ convert to for-profit once you stumble upon an actual product.
Launch a non-profit to attract idealistic talent and avoid financial and regulatory scrutiny ➡️ convert to for-profit once you stumble upon an actual product.
Don't forget. We are just getting started.
October 27, 2025 at 6:30 PM
Don't forget. We are just getting started.
Welcome to the nonlinear economy: the old relationship between inputs and output is dead. You can grow your business without hiring more people or taking up more office space. Time to reset your assumptions.
October 27, 2025 at 2:41 PM
Welcome to the nonlinear economy: the old relationship between inputs and output is dead. You can grow your business without hiring more people or taking up more office space. Time to reset your assumptions.
No internet? No sleep!
These types of stories highlight why decentralization and local resilience will be *major* themes in the coming decade. The past 30 years were about making everything connected and independent; the next will be about finding our way to a new equilibrium.
These types of stories highlight why decentralization and local resilience will be *major* themes in the coming decade. The past 30 years were about making everything connected and independent; the next will be about finding our way to a new equilibrium.
October 24, 2025 at 1:14 PM
No internet? No sleep!
These types of stories highlight why decentralization and local resilience will be *major* themes in the coming decade. The past 30 years were about making everything connected and independent; the next will be about finding our way to a new equilibrium.
These types of stories highlight why decentralization and local resilience will be *major* themes in the coming decade. The past 30 years were about making everything connected and independent; the next will be about finding our way to a new equilibrium.
The Middle East’s other arm’s race: Data Centers. Data from JP Morgan.
All the recent dealings between US, Qatar, Saudi, Israel, UAE should be considered in the context of the energy required to power AI training and inference.
All the recent dealings between US, Qatar, Saudi, Israel, UAE should be considered in the context of the energy required to power AI training and inference.
October 19, 2025 at 1:05 PM
The Middle East’s other arm’s race: Data Centers. Data from JP Morgan.
All the recent dealings between US, Qatar, Saudi, Israel, UAE should be considered in the context of the energy required to power AI training and inference.
All the recent dealings between US, Qatar, Saudi, Israel, UAE should be considered in the context of the energy required to power AI training and inference.
26% of the electricity in the state of Virginia is consumed by data centers.
October 16, 2025 at 9:41 PM
26% of the electricity in the state of Virginia is consumed by data centers.
Vinod Khosla: “In venture capital, 6% of investments result in 60% of returns. In AI, I think it will be half that percentage resulting in more than 60% of returns.”
October 15, 2025 at 3:37 PM
Vinod Khosla: “In venture capital, 6% of investments result in 60% of returns. In AI, I think it will be half that percentage resulting in more than 60% of returns.”