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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- Broader AI Access: Pentagon signs deals with major AI firms.
- "Any Lawful Use" Standard: Push for flexible, broad AI deployment.
- Anthropic Dispute: Ongoing legal, ethical conflict with Anthropic.
- Vendor Lock Prevention: Aims to avoid dependence on single provider.
- Unified Opposition: Liberals and conservatives unite against local data centers.
- AI-Driven Expansion: Data centers proliferate to support AI growth.
- Local Concerns: Fears include environment, secrecy, and property values.
- Political Realignment: Data center debates blur traditional party lines.
- From Information to Intelligence Age: AI agents now autonomously execute complex cyberattacks.
- Super-empowered Individuals: AI democratizes disruptive power to small actors.
- Escalating Security Risks: Advanced AI models can find and exploit vulnerabilities.
- Urgent Global Cooperation Needed: US and China must address AI threats together.