5 Idea Friday: EU lags; AI payback (to whom); It's getting better (reprise); The predictors; Nothing Ever Happens Index

A feast for thought, heading into the weekend

• AI Capex is Big (but not everywhere)

• AI payback (but to whom)?

• You’ve got to admit it’s getting better (reprise)

• The predictors, who are they?

• Nothing Ever Happens Index