THE BRIEF ARCHIVE
InsiderEvery issue, on file
Every Daily Receipts and Weekly Brief we have sent, newest first. Search them by word, brief, topic and month — each opens as it was mailed.
34 issues
Search and filters open with Insider
The latest issues
The Daily Receipts14 October 2026$16.4 billion in AI-optimized server revenueDell Technologies' AI-optimized servers generated $16.4 billion in net revenue in its fiscal second quarter of 2027 (three months ended July 31, 2026), double the $8.2 billion reported a year earlier6 factsORCL- The Daily Receipts13 October 2026111%Stanford's 2026 AI Index, citing Lightcast's job-postings database, found that even as employer demand shifted toward newer agentic-AI skills, mentions of generative AI skills specifically in US AI job postings still grew, from 2024 to 2025, by6 factsMETA
- The Daily Receipts12 October 2026KRW 43.198 trillion, up 35.1% year-over-yearSamsung and SK hynix, racing each other to qualify next-generation HBM for AI accelerators, ramped up spending on chip plants in the first half of 2026. TrendForce, citing the companies' own semi-annual filings, puts their combined semiconductor facility investment at6 factsSNOW
The Weekly Brief10 October 202634.7% of its revenueMeta's purchases of property and equipment nearly doubled in 2025, from $37.3bn to $69.7bn —6 factsPLTR- The Daily Receipts9 October 202667% of respondents, ahead of strategy and corporate finance at 65%McKinsey's State of AI survey, cited in Stanford's 2026 AI Index, asked organizations where AI had produced the clearest revenue gains in 2025. The function named most often was marketing and sales, cited by6 factsSNOW
- The Weekly Brief3 October 2026AI training compute grows 4.17x per yearEpoch AI's decomposition of 63 frontier AI models built since 2018 finds the computing power used to train them has grown at a median multiplicative rate of 4.17x per year, split roughly evenly across more hardware, longer training runs, and faster chips6 factsMSFT
- The Weekly Brief26 September 2026TSMC's CoWoS supply-demand gap narrowing from about 20% to roughly 10% by the end of 2026Every advanced AI chip needs 2.5D packaging before it ships, and TSMC's CoWoS lines have been the industry's tightest bottleneck. TrendForce expects the shortfall between what customers want and what TSMC can supply to ease as capacity ramps toward 200,000 wafers a month industry-wide, narrowing by the end of 2026 from6 factsAVGO
- The Weekly Brief19 September 202666.3% accuracy on OSWorld's real-computer-task benchmarkAI agents attempting OSWorld's real-world computer tasks across Ubuntu, Windows and macOS — file operations, multi-app workflows — historically topped out at just 1% to 12% success. Stanford's 2026 AI Index reports the best model, Claude Opus 4.5, now reaches 66.3% accuracy, within 6 percentage points of the 72.35% human baseline6 factsASML
The whole archive is an Insider feature
Every issue of both briefs — 34 so far — searchable by word, brief, topic and month. Each issue's own page stays free to read.
Join now and you start with 100 Receipts on The Receipts Ledger — your first step toward a free year of Insider or Pro. How it works →