Person
Prof G Markets appears in Part 4, Part 6, Part 9, Part 10 of The Buildout. Part 4: AI Spending Has Met Its First Real Bill; Part 6: Power Doesn’t Depreciate. Its Premium Moves.; Part 9: Habit Was the Moat. Agents Are Draining It.; Part 10: The Bubble Is in the Denominator.
By the numbers
Each figure carries its date and source in the story it comes from.
In The Buildout
One line per story, from the story itself.
Part 10A cheap top
Mia Silverio of Prof G Markets cited a Goldman Sachs estimate that half of this year’s earnings growth comes from AI investment, even as the other 493 companies grew profits 31.8% in the second quarter.
The Bubble Is in the DenominatorPart 09The tollbooth shifts
Mia Silverio of Prof G Markets counts nearly $170 billion of market value added to Meta in Muse’s first two weeks.
Habit Was the Moat. Agents Are Draining It.Part 06The megawatt premium
Prof G Markets puts data-center capital spending above telecom’s share of output in the 2000s and growing faster: it added 0.85 percentage points to GDP in one year, against 0.5 at the housing boom’s peak and 0.15 for telecom.
Power Doesn’t Depreciate. Its Premium Moves.Part 04Arithmetic sets the test
Prof G Markets tallied the immediate bill: Amazon, Google, Microsoft and Meta spent $165 billion on capital spending in three months, up 87 percent from a year earlier and 393 percent from three years earlier.
AI Spending Has Met Its First Real BillPart 04The tape picks winners
Prof G Markets reads the same scorecard through cash flow.
AI Spending Has Met Its First Real BillAcross the DeepStack reading
1105 claims and 87 texts mention Prof G Markets, as of Oct 8, 2026. A count of attention, not a judgment.
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