Running Out Of AI

PRESENTED BY KALSHI

Happy Tuesday, Future Party. Today, we dive into why there are plenty of books to read — but not enough AI to go around. Why does it feel like the 2010s all over again? (Complimentary.)

A new crop of in-person book clubs is turning solitary reading into community-building retreats.

Why It Hits: In general, reading as a recreational activity has declined significantly over the past decade — only 16% of Americans do so daily, according to the American Time Use Survey. Part of the reason for that is that people have forgotten how to carve out space for pleasure reading, especially as time spent commuting has dropped… so these retreats offer a curated itinerary and the social motivation to get lost in a book.

Between The Pages: For centuries, humans gathered to read books together as “a prompt for social engagement and discussion,” says King’s College London English professor Abigail Williams.

Now, several new retreats are recreating that experience, per Bloomberg.

Last Chapter: Like many analog activities, reading is making a comeback thanks to BookTok and virtual book clubs run by celebrities like Reese Witherspoon and Dua Lipa. Like those celebrity book-club founders, it’s overwhelmingly women who are driving the popularity of reading retreats. Bloomberg notes that this reflects the modern publishing industry — the workforce, authors, and even novel buyers are predominantly female.

Next Novel: With independent bookstores making a comeback, expect some to lean into local book clubs as a way to grow their business.

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As AI usage grows exponentially, top tech firms are grappling with insufficient computing power to keep up with demand — leading to system outages even at companies like Anthropic.

The Big Picture: AI compute — the output of data centers filled with microchips that power these systems — is turning out to be a finite resource that’s already running short. That could put a wrench in companies’ plans to remake themselves in the age of AI.

Behind The Curtain: If you’re in line to get some compute for your AI, stay in line.

Last Token: While companies are racing to build data centers to keep up, those projects take time — and a lot of money. And that’s not to mention growing pushback from communities, which argue they juice up electricity costs and strain water resources.

No wonder so many companies are exploring data centers in space or underwater. But while those projects may solve future compute issues, those looking to get ahead in 2026 may need to update their plans.

The Future: Due to the compute deficit, companies may start making increased allowances a key bargaining chip to win over talent.

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50.6% of you voted On demand, whenever it’s convenient for me in yesterday’s poll: How do you typically prefer to watch TV shows or video content?

“Watching a show when a network decides I should see it is so last century. It’s all about when I want to watch it.”

“I stopped watching live TV about 10 years ago. Now it’s become a hotel room novelty.”

“Streaming for all entertainment — movies, series, etc. BUT for news events like Artemis II splashdown, there’s nothing like LIVE 4K imagery, so much better than the 1960s black and white.”

“Sports — rather watch in real time. News — a mix of on-demand and real time. Fictional content (movies, TV shows, etc.) — mostly on demand.”

“I try to watch things as they air because otherwise people will spoil them, but sometimes I run late if there are two things on at the same time, or if I’m busy.”

Let’s keep the conversation going. Join Poll Of The Day, so your opinions can shine. Discover how your views line up with your peers’, check out cool insights, and have some fun. It’s data with personality.

🎧 The RIAA reported that Latin music reached $1 billion in US revenue for the first time ever last year.

🎥 Disney will livestream the world premiere red carpet of The Devil Wears Prada 2 on Disney+ and Hulu on April 20.

🎵 The Pokémon Company announced an EDM live event in LA and London featuring Marshmello and Alison Wonderland.

🍿 20th Century Studios has optioned the theatrical film rights to the hit Roblox game 99 Nights in the Forest.

🎮 The Netflix Game Controller app has topped the App Store charts twice in the past week.

👀 Even Microsoft’s new gaming chief thinks the Xbox Game Pass subscription is too expensive right now.

🇯🇵 Soho House has opened its first location in Japan with a club in Tokyo.

👔 Dolce & Gabbana has appointed former Gucci CEO Stefano Cantino as its new co-CEO.

👓 BLACKPINK’s Jennie has been tapped as a global ambassador for Ray-Ban Meta’s AI smart glasses.