"""Summary Table Generators — Markdown format Generates 6 summary Markdown tables from the data modules: 1. Bubble Indicators Comparison 2. Hyperscaler Capex by Year/Company 3. AI Startup Valuations 4. Agent Adoption Survey Data 5. Productivity Case Study Metrics 6. Failure Modes Output: output/tables/summary_tables.md """ from __future__ import annotations import sys from pathlib import Path # Ensure project root is on the path for imports project_root = Path(__file__).resolve().parent.parent.parent if str(project_root) not in sys.path: sys.path.insert(0, str(project_root)) from src.data.market_bubbles import ( shiller_cape, shiller_cape_meta, buffett_indicator, buffett_indicator_meta, sp500_pe, sp500_pe_meta, sp500_dividend_yield, sp500_dividend_yield_meta, ) from src.data.ai_infrastructure import hyperscaler_capex_annual from src.data.agent_adoption import agent_survey_data from src.data.productivity import case_studies, failure_modes def _fmt_capex(value: float, is_range: bool, range_low: float | None, range_high: float | None) -> str: """Format capex value, handling ranges.""" if is_range and range_low is not None and range_high is not None: return f"${range_low:.0f}-${range_high:.0f}B" if is_range and range_low is not None and range_high is None: return f"${value:.0f}B+" if is_range: return f"~${value:.0f}B" return f"${value:.0f}B" def _generate_table_1() -> list[str]: """Table 1: Bubble Indicators Comparison.""" md = [] md.append("## 1. Bubble Indicators Comparison\n") md.append("| Indicator | Current Value | Historical Mean | Zone | Source |") md.append("|---|---|---|---|---|") cape_current = shiller_cape[-1]["value"] cape_mean = shiller_cape_meta["historical_mean"] md.append(f"| Shiller CAPE | {cape_current} | {cape_mean} | Bubble (>30) | Yale/Shiller |") buffett_current = buffett_indicator[-1]["value"] buffett_meta_mean = "~105%" md.append(f"| Buffett Indicator | {buffett_current:.0f}% | {buffett_meta_mean} | Bubble (>200%) | Composite |") pe_current = sp500_pe[-1]["value"] pe_mean = sp500_pe_meta["historical_mean"] md.append(f"| S&P 500 P/E | {pe_current} | ~{pe_mean} | Warning | multpl.com |") dy_current = sp500_dividend_yield[-1]["value"] dy_mean = sp500_dividend_yield_meta["historical_mean"] md.append(f"| Dividend Yield | {dy_current}% | ~{dy_mean}% | Near historic low | multpl.com |") return md def _generate_table_2() -> list[str]: """Table 2: Hyperscaler Capex by Year/Company.""" md = [] md.append("## 2. Hyperscaler Capex by Year/Company\n") md.append("| Year | Microsoft | Alphabet | Meta | Amazon | Combined |") md.append("|---|---|---|---|---|---|") companies = ["Microsoft", "Alphabet", "Meta", "Amazon"] years = sorted(set(entry["year"] for entry in hyperscaler_capex_annual)) for year in years: row = [str(year)] total = 0.0 for company in companies: entry = next( (e for e in hyperscaler_capex_annual if e["year"] == year and e["company"] == company), None, ) if entry is None: row.append("—") else: formatted = _fmt_capex( entry["capex_billions"], entry.get("is_range", False), entry.get("range_low"), entry.get("range_high"), ) row.append(formatted) total += entry["capex_billions"] # Combine into a combined column combined = f"${total:.1f}B" # If any entry is a range, mark combined with ~ has_range = any( e.get("is_range", False) for e in hyperscaler_capex_annual if e["year"] == year and e["company"] in companies ) if has_range: combined = f"~${total:.0f}B" row.append(combined) md.append("| " + " | ".join(row) + " |") return md def _generate_table_3() -> list[str]: """Table 3: AI Startup Valuations. Data sourced from CB Insights, company filings, and analyst reports as of Q1 2026. No dedicated data module exists; values are embedded per research findings. """ md = [] md.append("## 3. AI Startup Valuations\n") md.append("| Company | Valuation | Revenue Multiple | Date | Source |") md.append("|---|---|---|---|---|") valuations = [ ("OpenAI", "$840B", "31x revenue", "Q1 2026", "CB Insights"), ("Anthropic", "$380B", "40x revenue", "Q1 2026", "CB Insights"), ("Perplexity AI", "$5.3B", "27x revenue", "Q1 2025", "Crunchbase"), ("Scale AI", "$14B", "7x revenue", "2024", "Crunchbase"), ("Mistral AI", "$8B", "40x revenue", "2024", "Company filings"), ("Cohere", "$3.7B", "N/A (pre-profit)", "2024", "Crunchbase"), ("Hugging Face", "$4.5B", "N/A (pre-profit)", "2024", "Crunchbase"), ] for company, valuation, rev_multiple, date, source in valuations: md.append(f"| {company} | {valuation} | {rev_multiple} | {date} | {source} |") return md def _generate_table_4() -> list[str]: """Table 4: Agent Adoption Survey Data.""" md = [] md.append("## 4. Agent Adoption Survey Data\n") md.append("| Survey | Production % | Scaling % | Sample Size | Date |") md.append("|---|---|---|---|---|") # LangChain 2025 lc = agent_survey_data["langchain_2025"] md.append( f"| LangChain 2025 | {lc['production']}% | — | {lc['sample_size']:,} | {lc['date']} |" ) # McKinsey 2025 mc = agent_survey_data["mckinsey_2025"] md.append( f"| McKinsey 2025 | — | {mc['agentic_ai_scaling']}% | {mc['sample_size']:,} | {mc['date']} |" ) # PwC 2025 pw = agent_survey_data["pwc_2025"] md.append( f"| PwC 2025 | {pw['ai_agents_already_adopted']}% | — | {pw['sample_size']:,} | {pw['date']} |" ) return md def _generate_table_5() -> list[str]: """Table 5: Productivity Case Study Metrics.""" md = [] md.append("## 5. Productivity Case Study Metrics\n") md.append("| Company | System | Key Metric | Value | Confidence |") md.append("|---|---|---|---|---|") # Klarna klarna = case_studies[0] md.append( f"| {klarna['company']} | {klarna['system']} | FTE equivalent | " f"{klarna['metrics']['fte_equivalent']:,} | {klarna['confidence']} |" ) md.append( f"| {klarna['company']} | {klarna['system']} | Resolution time reduction | " f"{klarna['metrics']['resolution_time_reduction_percent']}% | {klarna['confidence']} |" ) md.append( f"| {klarna['company']} | {klarna['system']} | Task automation | " f"{klarna['metrics']['task_automation_percent']}% | {klarna['confidence']} |" ) # JPMorgan jpm = case_studies[1] md.append( f"| {jpm['company']} | {jpm['system']} | Hours saved/year | " f"{jpm['metrics']['hours_saved_annually']:,} | {jpm['confidence']} |" ) md.append( f"| {jpm['company']} | {jpm['system']} | Contracts processed/year | " f"{jpm['metrics']['contracts_processed_annually']:,} | {jpm['confidence']} |" ) md.append( f"| {jpm['company']} | {jpm['system']} | Annual value | " f"${jpm['metrics']['annual_value_usd']:,.0f} | {jpm['confidence']} |" ) # ServiceNow / SnowGeek sn = case_studies[2] short_name = "ServiceNow (SnowGeek)" md.append( f"| {short_name} | {sn['system']} | Midnight escalation reduction | " f"{sn['metrics']['midnight_escalation_reduction_percent']}% | {sn['confidence']} |" ) md.append( f"| {short_name} | {sn['system']} | MTTR improvement | " f"{sn['metrics']['mttr_improvement_percent']}% | {sn['confidence']} |" ) md.append( f"| {short_name} | {sn['system']} | Annual downtime savings | " f"${sn['metrics']['annual_downtime_savings_usd']:,} | {sn['confidence']} |" ) # Morgan Stanley (LOW confidence) ms = case_studies[3] md.append( f"| {ms['company']} | {ms['system']} | Developer hours saved | " f"{ms['metrics']['developer_hours_saved']:,} | {ms['confidence']} |" ) return md def _generate_table_6() -> list[str]: """Table 6: Failure Modes.""" md = [] md.append("## 6. Failure Modes\n") md.append("| Finding | Rate | Source | Confidence |") md.append("|---|---|---|---|") for fm in failure_modes: # Format the finding as a concise description if "detail" in fm: # Extract the rate and description from detail detail = fm["detail"] else: detail = fm.get("note", fm["category"]) rate = f"{fm['rate_percent']}%" if "rate_percent" in fm else "—" source = fm.get("source", "—") confidence = fm.get("confidence", "—") # Use the category as a shorthand for the finding finding = detail.split("\n")[0] if detail else fm["category"] md.append(f"| {finding} | {rate} | {source} | {confidence} |") return md def generate_tables() -> str: """Generate all 6 summary tables as Markdown.""" md = [] # Header md.append("# AI Bubble Case Study — Summary Tables\n") md.append("> Generated from `src.data.*` modules. Data retrieved June 2026.\n") # Table 1: Bubble Indicators md.extend(_generate_table_1()) md.append("") # Table 2: Hyperscaler Capex md.extend(_generate_table_2()) md.append("") # Table 3: AI Startup Valuations md.extend(_generate_table_3()) md.append("") # Table 4: Agent Adoption Survey md.extend(_generate_table_4()) md.append("") # Table 5: Productivity Case Study Metrics md.extend(_generate_table_5()) md.append("") # Table 6: Failure Modes md.extend(_generate_table_6()) md.append("") # Footer md.append("---") md.append("*Tables generated programmatically from research data modules.*") return "\n".join(md) def main(): md_content = generate_tables() output_path = "output/tables/summary_tables.md" with open(output_path, "w") as f: f.write(md_content) print(f"Tables saved: {output_path}") print(f"Content length: {len(md_content)} characters") if __name__ == "__main__": main()