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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- Job Apocalypse Overstated: Economists doubt AI will cause mass job loss.
- Human Skills Gain Value: Automation increases demand for human-centric, relational work.
- Jevons Paradox Applies: Cheaper AI creates new demand, not just job loss.
- Partial Displacement Risk: Limited job loss may harm communities more than mass layoffs.
- Shared Anxiety: Both parties increasingly worried about A.I. impacts
- Job Loss Fears: Politicians warn of mass unemployment from automation
- Regulation Push: Bipartisan efforts for A.I. safety and transparency
- Big Tech Influence: Industry lobbying complicates legislative progress
- AI Central to Military Strategy: Pentagon prioritizes AI for future warfare.
- Anthropic Excluded Over Ethical Concerns: Company objects to military AI use.
- Vendor Diversity Emphasized: Pentagon avoids reliance on single AI provider.
- Legal Dispute Ongoing: Anthropic challenges Pentagon's exclusion in court.