For context on my background: I am an AI engineer (2x NASA award winner, built autonomous systems for the DoD) and a tech founder. I wanted to look past the hype and audit the actual numbers.
The core finding that surprised me most: the AI tools everyone uses today are subsidized by 90 to 98 percent of their true cost. For every $1 a business pays OpenAI for API access, OpenAI spends $0.37 just on the electricity and hardware to generate the response.
The report also covers the 7 to 10 year US grid interconnection queue capping compute growth, the semiconductor supply chain risk (92% of advanced chips from one island), and what the 23.8% true US unemployment rate means for knowledge workers.
I built the report as a fully interactive website with 35+ data visualizations. Happy to answer questions on the methodology or the engineering side of things.