Correspondent 3 FILINGS

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

PRIVATE

Macro JUN 30, 2026
Gartner lifts 2026 AI spend to $2.59T as Goldman finds just 14% of small businesses have it embedded
The capital story and the deployment story are on two different clocks — Gartner sees a 47% YoY surge while SMB integration stalls.
MU

Markets JUN 11, 2026
AI market pegged at $3.6T by 2033 as Nasdaq sells off and 70% of SMBs stall on deployment
MarketsandMarkets sees the AI economy growing from $602B to $3.6T at a 29.3% CAGR, even as the Nasdaq dropped 2.9% Tuesday and an SAS/IDC survey found most small businesses stuck in pilots.
META +5.97%

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.