📈 Data to start your week

Companies embrace AI ↑ Bots read the docs ↑ America's share ↓ Treasury risk builds ↑

This post originally appeared in Exponential View

Hi all,

Here’s your Monday round-up of data driving conversations this week in less than 250 words.

Let’s go!

1. Enterprise shift ↑ OpenAI’s enterprise customers now account for 40% of the business, up from 25% last year. We estimate that their enterprise revenue has grown roughly 5.8x year-on-year.

2. Compute squeeze ↑ Following the Claude 4.5 Opus launch, H100 rental prices hit a new 8-month high, up ~14% since November lows.

3. Humans reading documentation ↓ Almost half of traffic (48%) to developer documentation is now from AI, not humans.

1. America’s trade fade ↓ US share of global goods trade is predicted to drop from 12% to 9% through 2034 as the economy turns inwards.

2. Fragile foundations ↑ The leveraged Treasury trade¹ that forced massive Fed intervention in 2020 has doubled in size. (via FT Alphaville)

7. Appetite economics ↑ Setting full-VAT on meat products across the EU would reduce food-related environmental damage by ~4% and reduce CO2 emissions by almost 30 Mt each year, more than half of Ireland’s yearly emissions.

8. Shingles’ second act ↑ Multiple natural experiments suggest shingles vaccination cuts dementia risk (mostly Alzheimer’s) by ~20% overall. Repurposing vaccines may be a therapeutic strategy. Via Eric Topol

9. Home alone ↑ 40 million Americans now live alone, almost 30% of households.

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Thanks for reading!

1Hedge funds exploit tiny gaps between Treasury bonds and futures, borrowing heavily to amplify small gains. If markets spike, everyone exits at once with no buyers. Treasuries underpin global finance, so the damage becomes collateral.