The Difference Between Reality and “National Ambition”
Nuclear power: The difference between reality and “national ambition”
Sentiment: Less than a third of U.S. workers say now is a good time to find a quality job, down from 70% in 2022.
Private equity is consolidating at the top: Top 10 funds took half of all fundraising in 2025. Megadeals (>$10B) drove ~70% of deal growth. PE is increasingly a scale game.
Claude: 80% of US adults who report using Claude in the previous week live in households earning $100,000 or more a year, compared to 37% of Meta AI users.
In the industrial era, no sector has ever been quite as big a deal as railroads:
