Very optimistic on long-term productivity improvements from AIEven with conservative estimates, electricity prices from data centers likely to be a source of modest inflationary pressureIncrease in oil exports has come from inventories, not productionEven if oil prices stay high, constraints like gas takeaway capacity may keep producers from hiking outputWith Warsh, meetings and data-focused structure hasn't changed a bitWarsh has tremendous dedicationLogan remains a hawk. This article was written by Adam Button at investinglive.com.