Research
Try “office”, “Nvidia”, “remote work”, “inequality”.
Dror Poleg@drorpoleg · Oct 6, 2026
May I speak to a human please? “call center employment is 5.3% below its December 2023 peak… Major operators are already pursuing AI-driven efficiency.”
Quoting Revelio Labs @RevelioLabs: a report on call center employment and AI-driven efficiency
Dror Poleg@drorpoleg · Oct 6, 2026
Europe is going all in on defense tech. From less than 1% of EU venture funding in 2022 to 15% today.
China's six top AI firms earn a tenth of what OpenAI and Anthropic make
“As of September 2026, China’s six leading AI firms collectively earn about 10% of OpenAI and Anthropic combined, in terms of AI-related revenue.”
How do Chinese AI companies make money? →
Cheryl Wu and Anson Ho
Hackers now hit almost 90% of exploited bugs by disclosure day
The window to patch software bugs is collapsing Of the bugs hackers actually exploit, ~87% are now being attacked on or before the day the bug is public knowledge That share was 23% in 2020
The Problem with Cities
"The relationship between economic activity and office demand has changed forever." My latest piece for The Atlantic explores the broken relationship between…
Dror Poleg@drorpoleg · Oct 6, 2026
What can retail employment tell us about office employment? Since 2019, warehouse jobs are up 50% while retail jobs are flat. Data centers and offices may follow a similar path, with two differences: data centers need far fewer people than warehouses, and office jobs will likely decline rather than just stay flat.
2023· May 26
“Can [Nvidia] be worth five trillion in five years? I think it has a decent shot.”
2020· Jul 17
“Have you been following the evolution of AI and GPT-3?... So many things will change over the next few years!”
2023· Mar 27
“Tech skills will continue to be in high demand. But tech jobs will become less safe... When everyone can build software, many average or less creative programmers will suddenly face intense competition.”
2019
“Technological innovation might lead to dramatic growth in economic activity and corporate profits while simultaneously reducing overall demand for office space.”
2020· Mar 3
“America is in complete denial about #Covid_19... expect more bad news to come once we catch up to reality.”
2020· Jul 3
“Buildings in many traditional employment districts will have to compete more fiercely and many of them will ultimately have to be repurposed.”