@FinanceYF5: 1/ AI-written books have already taken nearly 40% of sales. Self-published new book titles have surged nearly 40-fold, but actual books sold and revenue only grew 7-9 times. Low-cost, high-volume "Book Slop" is diluting the entire market.

1/ Books written by AI have already captured nearly 40% of sales.

The number of self-published new books has surged nearly 40x, but actual books sold and revenue have only grown 7–9x.

Low-cost, high-volume “Book Slop” is diluting the entire market. https://t.co/Oh5jvgbIU6

2/ Books with no AI text still generate the highest per-book revenue, but that advantage is narrowing.

Books with significant AI-generated content (>25%) now hold prominent positions in the Top 25 across genres like sci-fi, mystery, and romance — in sci-fi, they’re approaching nearly 40%.

3/ Now look at defense.

Everyone is familiar with cloud vendors’ order backlogs, but defense contractors’ backlogs are also rising rapidly.

Since 2020, both defense orders and shipments have grown about 60%, and shipment growth has outpaced new orders — backlogs are being worked through.

4/ Ammunition production capacity is also ramping up noticeably.

Monthly production of 155mm shells has risen from 14,000 to 40,000 (+178%), and production capacity for key systems like PAC-3 and HIMARS has also increased substantially.

The U.S. remains a major net exporter of weapons.

5/ Manufacturing PMI has now been in expansion for seven consecutive months, with all indicators (except prices) recovering.

Defense demand combined with a broader industrial recovery is forming a structural tailwind.

6/ The IT services sector, meanwhile, has been beaten down to ten-year lows by AI.

Valuations have compressed sharply, and the market once believed these firms would be replaced.

But they’ve been through the pain of cloud transformation before, and ultimately came out stronger by adapting. This time may similarly require time to rebuild capabilities.

7/ Finally, let’s look at Kimi.

After the K3 launch, global downloads and daily active users spiked almost instantly — but the growth happened mostly outside the U.S.

Moonshot has also shifted its ad spend dramatically from YouTube to LinkedIn, with over 60% of the budget going there.

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Pathfounders says that according to industry sources, Demis Hassabis originally wanted to leave Google together with Jeff Dean.

But management, worried about a stock price collapse, persuaded him to first transition to DeepMind Chairman + Alphabet Chief Scientist.

Industry insiders predict he will actually leave within a year.