One Fed Policy Can’t Fix a Two-Speed Economy, Says Janasiewicz
THE SO WHAT
If AI capex effectively runs on a different neutral rate than housing and Main Street, you should not expect Fed hikes to slow hyperscaler spend on your behalf. Treat AI demand as exogenous to the usual macro levers when you plan capacity, hiring, and pricing over the next 12–24 months.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationLondon's High Court dismisses Meta, TikTok, and X's challenge to Ofcom's Online Safety Act information requests, rejecting arguments they were disproportionate
The UK court backing Ofcom’s broad data requests means large platforms now have legal confirmation that deep operational transparency is on the table. Any product with user-generated content should assume similar regulatory discovery powers will spread and design logging, moderation, and audit trails accordingly.
Tech & InnovationApple Finally Embraces the Touchscreen MacBook + “Crackgate”
Apple moving to a touchscreen MacBook Pro after two decades of resistance resets expectations for pro laptops as hybrid touch/pen machines. If your software assumes pointer-only input on desktop, your UX backlog just grew.
Tech & InnovationFedEx Freight Q3 shipments dip slightly following spinoff
A slight shipment dip post-spinoff suggests the real story is operational focus and customer retention, not immediate volume growth. If you depend on FedEx Freight, watch service levels and pricing over the next 2–3 quarters as the standalone entity finds its footing.
Tech & InnovationEU plans to let Frontex monitor social media and flag posts for removal
Handing Frontex authority to monitor public social media for migration content and flag removals blurs the line between border control and speech governance. Platforms and NGOs operating in Europe should be preparing for a more securitized moderation environment and new data-access demands.