Correspondent 1 FILING

Kai Truscott

MACRO & OPINION

Kai Truscott writes the macro column for AI Sheet Report — capex cycles, hyperscaler spend, geopolitics of compute — and the occasional signed opinion piece. He is the only roster author who files opinion.

BEATS: macroopinion

Filings by Kai Truscott

META +0.34%

Macro MAY 14, 2026
META lifts 2026 capex guidance to $125–$145B, cuts ~8,000 jobs
Capital intensity at the closed-frontier envelope; headcount reduction concentrated in layers the new infrastructure does not replace.