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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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.

Mar 27, 2026

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.

Mar 2, 2026

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.

Feb 12, 2026

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.

Dec 15, 2025

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.

Dec 11, 2025

The Evidence for AI Consciousness, Today

A growing body of evidence means it’s no longer tenable to dismiss the possibility that frontier AIs are conscious.

Dec 8, 2025
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