Ten Things is refusing to be a prisoner of the moment -no comment on MOUs, pipelines, or condo buy backs.
A lot of token spend is an absolute waste. And, hopefully, we can put the era of tokenmaxxing behind us. But what’s also a waste? Having no sense of what your token budget should be. If your CFO hasn’t started penciling that in, you haven’t begun to model out the ROI of AI. That’s a lot of missed opportunity.
And in the midst of this FIFA mania, I’d like to point out how accessible joy seems to be to my Mexican neighbours. Their open window lets me listen in to Spanish-language broadcasts of matches. Even the possibility of a goal elicits more excitement than the average Canadian ever experiences. Something exceptional is going on in Latin America, and the data around life satisfaction relative to GDP has something to teach the rest of the world. I’ll have what they're having.
Until next week friends.
Should every organization have a token budget, with both a ceiling and a floor?
Source: SemiAnalysis
Will token costs drive folks to different models?
Source: JP Morgan
The US energy system hasn’t really felt the looming AI energy demand crunch yet.
Source: SemiAnalysis
Does the stock market have the appetite for all the pending equity issuances?
Source: Bloomberg
Car factories make for great photo ops, but are a small piece of the Canadian economic pie.
Source: The Globe and Mail
Now let’s add China to the mix…
Source: The Globe and Mail
Prediction markets aren’t expecting normalcy any time soon.
Source: Bloomberg
Latin American exceptionalism… the good news.
Source: The Atlas
Latin American exceptionalism… the bad.
Source: The Atlas
Jobs!
Venture Manager Healthcare Robotics | CDL London (Go work for Ben; he’s awesome).
Voyage Delivery Coordinator | CSIRO (Please… someone I know apply for this).
AI Fluency & Innovation Teacher | Mulgrave School (This is a position every secondary school should have).
Regional Director, Western Canada | Chemistry Industry Association of Canada (CIAC)
Manager, Policy and Research | HAVAN (Homebuilders Association Vancouver)
Project Engineer | Metro Vancouver
Thanks for reading Ten Things! Subscribe for free to receive new posts and support my work.











