The semiconductor and data center boom should not be confused with with a broad manufacturing cap ex boom
policyarena.org/p/the-semico…
Proof Americans dont understand economics: 65% say AI will eliminate many jobs, but only 20% think it will make people more productive. washingtonpost.com/technolog…
And they wonder why people think so much of academic work is BS: An article on "The Social Construction of Scientistic Selves in Otherkin Facebook Groups" Cant make this shit up
estsjournal.org/index.php/es…
Lets catch up to reality. China is now more innovation friendly than the US. They have the permissionless innovation we once enjoyed. We are not only making innovators ask permission we are attacking them
policyarena.org/p/us-no-long…
@AdamThierer
Most people’s reaction to any uncertainty, including technological uncertainty, fear. But experts, journalists, and pundits and should not given to fear policyarena.org/p/techno-doo…
My take on AI panic-regulator/doomers. From alexander hamilton “Events merely possible have been magnified by distempered imagination into inevitable realities, and the most distant and doubtful conjectures have been formed into a serious and infallible prediction."
It is common to minimize the China challenge by saying it’s like the Japanese challenge in the 1980s and 90s. Here’s why that’s wrong.
policyarena.org/p/the-china-…
Oops. Nick Lardy/1996: The benefits China would attain (from joining the WTO) ...are relatively modest. brookings.edu/articles/china…
We held the ladder for the PRC only to be thrown off the roof. Now we are the PRC supplicants. “Please dont cut off our rare earths”.
Here’s what I want: more data centers, more robots, more autonomous systems, and way more AI and AI progress
What could possible go wrong with this EU global AI regulatory scheme? Besides, AI weapons are good and inevitable. and other concerns cant be solved by such a body.
too bad... Finland used to be pro innovation.
politico.eu/article/20-count…
The stark reality is that the reality of existential techno-econ industry competition means that the US regulatory system set up from the 1960s to the 1990s no longer serves the national interest. At minimum, we need massively more regulatory flexibility, especially for industries in competition with China.
The ITIF report laying this out is here. itif.org/publications/2026/0…
I love it. AI triumphalists say AI will massively change society and then complain when people become fearful. What did you expect?
policyarena.org/p/ai-triumph…
Washington is still in denial about the China techno-economic threat, thinking that after a few measures were taken they can take the foot of the gas. Wrong. policyarena.org/p/washington…
My blog for on why Canada is comfortable with long and slow decline and what canada needs to do to reverse it
thecis.ca/comfortable-declin…
Amazing but not surprising that @IMFNews publishes propaganda about the PRC written by a CCP economics hack. nam04.safelinks.protection.o…
