Economics, Innovation, and Market Research by Kevin Bryan
Cohere receives valuation double that of OpenAI, Kevin Bryan notes
Kevin Bryan expressed concern over the valuation of artificial intelligence firm Cohere following an investment by the Canadian government. He noted that the funding places Cohere's valuation at ...
Kevin Bryan: AI labs described as fastest growing companies in revenue and profit terms
AI labs are currently the fastest growing companies in human history when measured by revenue growth and are also generating profits, even as complement firms like NVIDIA are also highly ...
Recent Canadian VC successes operate independently of government backing, Kevin Bryan notes
Kevin Bryan stated that capital investment occurs when expected returns exceed borrowing costs and criticized the heavy influence of government money, including provincial support, on the Canadian ...
Kevin Bryan: Zoho described as export-heavy services company with competitive pricing
Kevin Bryan described Zoho as an export-heavy services company based in Chennai. He considered Zoho to be less advanced than its competitor SaaS firms, but noted that it offers significantly lower ...
Long-term capital gains currently offer less benefit than assumed, Kevin Bryan notes
Kevin Bryan said many people do not realize that long-term capital gains are currently less advantageous than often believed based on tax rates. Bryan also referenced Bob Hall's suggestion that ...
Kevin Bryan: DeepSeek leader Wenfeng uses hedge fund backing for AI development in China
Kevin Bryan observes that Wenfeng at DeepSeek stands out among AI leaders in China for his pragmatic approach. According to Bryan, Wenfeng prioritizes building expertise in coding and logic as the ...
Chinese AI firms face challenges making money, Kevin Bryan notes
Kevin Bryan observes that Chinese artificial intelligence firms face significant challenges in generating revenue. He highlights that most do not make money directly, instead relying on ...
Kevin Bryan: Five percent of U.S. households may earn $1,000,000 in a year
Kevin Bryan shares a statistic on income distribution, stating that in the U.S., the probability for a household to experience at least one year with income exceeding $1,000,000 is about five ...
Call to ban hidden DCC conversion fees on European terminals, Kevin Bryan argues
Kevin Bryan calls attention to dynamic currency conversion (DCC) practices on credit card terminals, particularly in Europe, where machines offer to convert transactions for consumers but impose ...
Kevin Bryan: AMD acquires World Labs in $8.2 billion automation deal
Kevin Bryan highlights continuing investment in robotics and automated science, noting that AMD is acquiring World Labs, the two-year-old company founded by Fei-fei Li, for $8.2 billion. Bryan ...
Financialization enables swift AI investment in the U.S., Kevin Bryan argues
Kevin Bryan argues that financialization and so-called 'neoliberal policy' in the U.S. enable large global pools of capital to be directed towards high-value opportunities. He suggests this ...
Kevin Bryan: Trump policy shifts aided Canadian economy through tariffs and resource prices
Kevin Bryan argues that actions by U.S. President Donald Trump had unintended positive effects on the Canadian economy. Bryan points to three main factors: a relative decline in tariffs on ...
Low early-stage investment results from policy errors, Kevin Bryan notes
Kevin Bryan argues that policy mistakes are contributing to low early-stage investment in Canada. According to Bryan, the underwhelming returns from such investments are due to previous policy ...
Kevin Bryan: Limited housing supply hinders economic prospects for young people in Western countries
Kevin Bryan highlights a concerning trend seen across Western nations, emphasizing that insufficient housing development is significantly damaging economic prospects for young people. He points ...
AI firms reach historic revenue growth speeds, Kevin Bryan notes
Kevin Bryan highlights the rapid pace of revenue growth among artificial intelligence companies. He describes these firms as the fastest growing in history by revenue. The comment addresses ...
Kevin Bryan: Santa Barbara land sold for $29 million, zoning limits to eight mansions
Kevin Bryan raises questions about the zoning and land use of Rancho Monte Alegre, a property of approximately 4.5 square miles located 20 minutes from Santa Barbara. The site was sold for $29 ...
New tariff rate reaching 5.5 percent, Kevin Bryan notes
Kevin Bryan reports that the net effect of tariffs on Canada in 2025 and 2026 was roughly zero. He observes that much of the economic weakness experienced in Canada before 2025 is being attributed ...
Kevin Bryan: U.S. college net prices drop below sticker price
Kevin Bryan points out that net prices for college in the U.S., inclusive of room and board, have dropped significantly compared to official sticker prices. According to him, median real college ...
Canadian VC funding per capita lags U.S. despite government involvement, Kevin Bryan notes
Kevin Bryan highlights differences in venture capital activity between Canada and the U.S., noting that in the past 12 months, Canadian firms raised only half as much venture capital per capita as ...
Kevin Bryan: Strong dollar makes Europe and Japan appear more affordable than U.S. and Caribbean
Kevin Bryan comments on relative price shifts, observing that Europe and Japan currently appear inexpensive due to the strong dollar, especially compared to the U.S. and Caribbean. He emphasizes ...
Chicken burrito price nearly unchanged in real dollars, Kevin Bryan notes
Kevin Bryan compares changes in real wages and consumer prices over time. He points out that government statistics show real wages are significantly higher than 20 years ago. As a specific ...
