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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- AI Compute Shortage: Government fears lack of AI processing power.
- Security Concerns: Anthropic's Mythos model exposes software vulnerabilities rapidly.
- Cloud & Clearance Issues: Google TPUs lack required security certifications.
- Reducing Vendor Reliance: Government seeks multiple AI model partnerships.
- Bipartisan Concern: Both parties agree AI is a major risk.
- Rapid AI Progress: AI now outperforms experts in key fields.
- Critical Infrastructure Threats: Advanced AI can exploit software vulnerabilities.
- Need for Urgent Action: U.S. lacks a strong, unified AI strategy.
- Open-Source Breakthrough: DeepSeek made its AI model fully open.
- Cost Efficiency: Achieved ChatGPT-level performance at lower cost.
- Global Impact: Became most downloaded free AI app in U.S.
- Redefining AI Race: Put China and U.S. on equal AI footing.