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
AI Investment Boom Risks Starving Key Sectors and Slowing Broader Economic Growth
The New York Times
Jun 29

TLDR

AI boom risks starving other sectors
  • AI Investment Crowds Out Economy: Data centers divert capital from housing, manufacturing, energy.
  • Historical Parallels Warn of Recession: Past tech booms caused short-term economic pain.
  • Inflation and Resource Shortages Rising: AI demand drives up chip prices, hurts consumers.
  • Policy Action Urged for Balance: Targeted support needed for non-AI sectors and innovation.
US Government Crackdown on Anthropic Highlights Tensions Between State Power and AI Companies
The New York Times
Jun 28

TLDR

AI race: State vs. private power
  • US-China Not Main Rivalry: Real contest is governments vs. tech companies.
  • Regulatory Overreach Risks Innovation: Heavy-handed controls threaten AI progress and trust.
  • Both Countries Struggle With Balance: US and China both grapple with AI oversight.
  • Collaboration Needed for AI Leadership: Mutual trust crucial for US AI advantage.

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