An AI Capabilities Gap Can Endanger Nuclear Deterrence

For decades, no nuclear power could disarm its rivals without provoking devastating retaliation. A large AI lead could change that.

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Jun 25, 2026
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An AI Capabilities Gap Can Endanger Nuclear Deterrence

For decades, no nuclear power could disarm its rivals without provoking devastating retaliation. A large AI lead could change that.

Jun 25, 2026

What Export Controls on Anthropic’s Most Advanced Models Mean for Europe

US restrictions on frontier AI would have come eventually, but few expected sudden export controls. They could be Europe's wake-up call on AI sovereignty.

Jun 19, 2026

A Roadmap for the Upcoming Labor Transition

AI’s economic impacts will unfold through several waves, with different policy approaches relevant to each phase.

AI Will Not Start a Nuclear War, but Humans Might

Researchers and policymakers are fixated on the fear of AI launching nuclear weapons—to the neglect of more realistic threats.

Jun 9, 2026

Opt-In Surveillance Is Approaching

AIs with access to all our data will soon be able to vouch for us to others. As people come to trust AI judgments of character, not sharing one will look suspicious.

Jun 3, 2026

Chinese Audiences Are Reading Western AI Safety Discourse

Western AI safety treatises are surprisingly well-received in Chinese tech media. What does this mean for international AI policy?

May 18, 2026

The Quadrillion-Dollar Disagreement on AI and the Economy

AI forecasts span a range of potential futures, from economic stagnation to explosive growth. The divergence traces to three specific assumptions—each generating predictions we can already test.

May 11, 2026

Catalytic Regulation: Incentivizing Safety During a Regulatory Drought

Governments should set positive incentives for AI safety. Here are four approaches.

Apr 20, 2026

The Right Way to Sell Chips to China

Current export rules focus on keeping chips a generation behind. They should focus on keeping America's total compute ahead.

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Recent News in AI
U.S. Government Increases Oversight of Advanced AI Models, Restores Anthropic's Mythos Access
The New York Times
Jun 27

TLDR

US eases Anthropic AI model restrictions
  • Mythos 5 Access Restored: Anthropic regains partial access after government deal.
  • Safeguards Required: Anthropic must implement new security protocols.
  • Government Oversight Expanding: Administration increasing control over AI model releases.
  • Industry-Wide Impact: Other AI firms face similar government scrutiny.
Tech Giants, Led by AI Firms, Account for Most Stock Market Wealth Over 100 Years
The New York Times
Jun 26

TLDR

Tech giants dominate century of returns
  • Wealth Creation Highly Concentrated: Few tech firms drive most market gains.
  • AI and Semiconductors Central: Nvidia’s AI chip growth reshapes wealth distribution.
  • Stock Picking Remains Risky: Most stocks underperform safe Treasury bills.
  • Diversification More Challenging: Tech dominance complicates true portfolio diversity.
Asian Tech Markets Plunge Amid Investor Doubts Over AI Investment Boom
The New York Times
Jun 26

TLDR

AI uncertainty triggers Asian tech selloff
  • AI Boom Questioned: Investors unsure if AI growth will continue.
  • Tech Stocks Plunge: Samsung, SK Hynix lead sharp declines.
  • Market Volatility Rises: Retail investors add to swings in KOSPI.
  • Global Impact: Losses ripple to Japan, Taiwan, and beyond.

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