About Effector Loop

Effector Loop is a working notebook on AI cycle dynamics — capex, productivity diffusion, supply-side bottlenecks, and where the gap between investment and realized ROI is widening or closing. Quarterly memos draw from a small Python pipeline that pulls public data (BLS productivity, FRED rates and spreads, SEC EDGAR hyperscaler capex) and a hand-curated log of frontier-lab revenue.

Source and pipeline: github.