iiinova — where your digital self keeps evolving

Dror Poleg @drorpoleg.com · 18/09/2026

Wow. “The US has more data centre capacity than the next fourteen countries combined.”

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Dror Poleg @drorpoleg.com · 17/09/2026

Tired: Pay for AI to transcribe your meetings Wired: Pay for AI to NOT trascribe your meetings Pay-for-Privacy is going to be a major industry.

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Dror Poleg @drorpoleg.com · 16/09/2026

"I'm not remote; I'm long-distance." A third of US workers now report to a manager in a different metropolitan area.

Dror Poleg @drorpoleg.com · 16/09/2026

Office visits continue to trend upwards... and remain 32% below pre-COVID levels.

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Dror Poleg @drorpoleg.com · 16/09/2026

For every dollar they bring in, hyperscalers employ fewer people and spend more on machines and buildings. Much more.

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Dror Poleg @drorpoleg.com · 15/09/2026

The relationship between growth and employment is broken. Tech companies are growing rapidly. Headcount isn't. Some blame this on COVID over-hiring. But that wave was small and corrected within two years. It doesn't explain the massive divergence we're seeing.

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Dror Poleg @drorpoleg.com · 11/09/2026

25 years after 9/11, militants in Yemen are tinkering with American AI to develop guided missiles and flight computers. A stunning incident report from Anthropic.

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Dror Poleg @drorpoleg.com · 06/09/2026

Life comes at your fast…

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Dror Poleg @drorpoleg.com · 04/09/2026

Tech boom in revenue and valuations; tech bust in hiring. As predicted, something fundamental has changed in the relationship between inputs and outputs. It is showing up in tech first, but it will not stop there.

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Dror Poleg @drorpoleg.com · 03/09/2026

WSJ: Housing construction isn't allowed. Office construction isn't desired. All that's left is data centers.

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Dror Poleg @drorpoleg.com · 03/09/2026

What does AI want? A new principle for predicting what agents will do next. newsletter.drorpoleg.com/p/the-totali...

newsletter.drorpoleg.com

What Does AI Want?

A new principle for predicting what agents will do next.

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Dror Poleg @drorpoleg.com · 03/09/2026

Office occupancy is recovering, partly thanks to a slowdown in new construction and the conversion of older inventory into other uses. REIT-owned properties have bounced nicely off the bottom but remain well below pre-COVID levels.

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Dror Poleg @drorpoleg.com · 02/09/2026

One of these things is not like the other. Private spending on power, manufacturing, and data center construction over time.

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Dror Poleg @drorpoleg.com · 02/09/2026

Is this what it looks like when AI "solves" your profession? Disclosed AI use in substantive math research posted to arXiv is up from 1.39% in March 2026 to 14% in August.

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Dror Poleg @drorpoleg.com · 01/09/2026

Wall Street thinks top lawyers are using AI... and it wants a discount. "Morgan Stanley and Citigroup have told major law firms they want to set up new payment arrangements that would save them money... Goldman had asked law firms how much the technology was saving them and expected to share..."

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Dror Poleg @drorpoleg.com · 01/09/2026

AI is funding new clean energy projects and technologies. Google just signed a contract to buy nearly 400 megawatts of geothermal energy, “enough to power a midsize city” www.wsj.com/business/ene...

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Dror Poleg @drorpoleg.com · 01/09/2026

Introducing the Wikipedia Power Ranking: whose page was rewritten hardest this week? Mark Carney and Kash Patel storming straight into the top 3. Trump still #1. But Iran's dead leader, Ali Khamenei, somehow clawed his way back into the top 10.

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Dror Poleg @drorpoleg.com · 31/08/2026

38% of NYC's new housing pipeline comes from office conversions! Great analysis from the NYT. www.nytimes.com/2026/08/30/n...

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Dror Poleg @drorpoleg.com · 30/08/2026

Red states are building more solar capacity than the total energy capacity being built in blue states.

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Dror Poleg @drorpoleg.com · 28/08/2026

There is always another layer of abstraction or another point of centralization.

Dror Poleg @drorpoleg.com · 28/08/2026

Revenge of the Non-Creative Class? Blue-collar workers support the construction of the data centers that would allegedly destroy white-collar jobs.

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Dror Poleg @drorpoleg.com · 28/08/2026

50% of energy projects in blue states are delayed. Red states aren't doing much better.

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Dror Poleg @drorpoleg.com · 27/08/2026

Can AI Reduce Inequality? A recent experiment at Netflix shows better algorithms can reduce winner-take-all dynamics. newsletter.drorpoleg.com/p/can-ai-red...

newsletter.drorpoleg.com

Can AI Reduce Inequality?

“The internet breeds inequality.” That’s how I opened an essay in January 2023, a few weeks after ChatGPT launched.

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Dror Poleg @drorpoleg.com · 26/08/2026

I created a visual explorer of every electricity generation & storage project in America. You can see plans, actual construction, and even some satellite imagery for solar, wind, batteries, gas, etc. Filter by state, track delays, and more. data.drorpoleg.com/features/pow...

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Dror Poleg @drorpoleg.com · 26/08/2026

In a world of AI, electricity is destiny. And red states are building much more capacity than blue ones.

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RIP, Dolly 💔. And thank you for the greatest LinkedIn post ever recorded.

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Democracy or Slopocracy? AI makes it easy for the public to "flood" the government with complaints, questions, and queries based on complex policies.

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We are witnessing the first artificial baby boom. And just like its boomer predecessors, the AI born today will make lots of money, raise spoiled kids, and get blamed for all the world's problems.

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It's not the office; it's the commute... Japan edition: "Prime Minister Sanae Takaichi, who is increasingly seen secluding herself at home, said she is using her official residence for work to maximize efficiency... [it] requires no commute and lets her immediately get down to work"

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Did AI eat DEI? From @reveliolabs.com: "Following ChatGPT’s launch, workers started adding AI-related language to descriptions of jobs they had already left. DEI language follows the opposite trajectory, with net additions turning sharply negative, particularly in job titles."

St. Louis Fed: "Employment of software coders has decelerated sharply since 2022. Recent research suggests this... shock isn’t caused by a slowing industry but likely from the emergence of AI tools."

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Some NYC subway stations have fully recovered from COVID. Others never made it back. On average, subway ridership remains below its 2019 levels.

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Growth used to mean hiring. No more. Microsoft, Alphabet, and Meta's revenue keeps climbing while headcount is 25% below what the pre-COVID hiring pattern would predict.