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.
The Robot in Your Living Room Has No Rulebook
Embodied AI is arriving faster than the regulations meant to govern it. If we start now, that’s a problem we can still fix.
How AI Could Benefit Workers, Even If It Displaces Most Jobs
AI is already taking jobs, but that is only one facet of its complex economic effects. Price dynamics and bottlenecks indicate that automation could be good news for workers — but only if it vastly outperforms them.
China and the US Are Running Different AI Races
Shaped by a different economic environment, China’s AI startups are optimizing for different customers than their US counterparts — and seeing faster industrial adoption.
High-Bandwidth Memory: The Critical Gaps in US Export Controls
Modern memory architecture is vital for advanced AI systems. While the US leads in both production and innovation, significant gaps in export policy are helping China catch up.
Making Extreme AI Risk Tradeable
Traditional insurance can’t handle the extreme risks of frontier AI. Catastrophe bonds can cover the gap and compel labs to adopt tougher safety standards.
Exporting Advanced Chips Is Good for Nvidia, Not the US
The White House is betting that hardware sales will buy software loyalty — a strategy borrowed from 5G that misunderstands how AI actually works.
AI Could Undermine Emerging Economies
AI automation threatens to erode the “development ladder,” a foundational economic pathway that has lifted hundreds of millions out of poverty.
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- Mythos AI breach reported: Unauthorised users accessed Anthropic's cybersecurity-focused model.
- Potential cyber-attack risks: Mythos can autonomously find and exploit vulnerabilities.
- Safety concerns raised: Authorities worry about misuse by malicious actors.
- Model outperforms predecessors: Mythos completed complex cyber-attack simulations efficiently.
- AI Replacing Human Roles: Major banks automate tasks, cut thousands of jobs.
- Efficiency and Profit Gains: AI adoption boosts profits, streamlines operations.
- Shifting Industry Narratives: Leaders now admit AI reduces headcount.
- Broader Economic Impact: Layoffs affect both high- and lower-cost regions.
- Top-down AI development: Major AI advances driven by elites, not grassroots.
- Lack of public control: People feel excluded from AI decision-making.
- Resistance to deployment: Public often opposes rapid AI rollouts.
- Tech industry dismissiveness: Silicon Valley often ignores public concerns.