Blog Posts
138 briefs of grounded, specific analysis on AI, economics, and world affairs. Browse by topic or tag, or search the archive.
- 16AI & Data
Three Frontier Launches in Under Three Weeks: What Model Churn Does to Enterprise Procurement
Grok 4.7, Gemini 4 Argon and GPT-6 launched within about three weeks, each with different context limits, tiers and pricing. For enterprise buyers, that pace…
- 17Economics
Gasoline Inflation: How an Energy Shock Hides Inside a 3.7% CPI
US consumer prices rose 3.7% in the year to September, but core inflation was 2.6%. Gasoline, up 9.1% in the month, accounted for over half of the monthly…
- 18AI & Data
Small Models, Real Robots: World-Action Models and Physical AI at the Edge
AGIBOT's GE-Act 2.0 raised zero-shot success from 17.1% to 44.1% by scaling training data. SmolWAM's reported accuracy, meanwhile, differs by source, a…
- 19Economics
Emerging Markets After the Hawkish Fed: Outflows, Carry and the Debt Squeeze
Foreign investors pulled $26.3 billion from emerging-market stocks and bonds in September after the Fed's first hike since 2023. Global public debt is about…
- 20World Affairs
The Midterms Are a Cost-of-Living Vote With Foreign-Policy Fingerprints
The Chicago Council survey finds 37% of voters put inflation and cost of living first, and only 2% name the Iran war, yet 86% say the war is bad for the cost…
- 21World Affairs
Efficiency Has Limits: The UN System's Funding Squeeze and the UNHCR's $5.5 Billion Gap
UNHCR has received $3 billion of the $8.5 billion it needs for 2026 while 117 million people are displaced, and it has lost 8,000 staff since 2024. The UN's…
- 22Economics
Gold Above $4,000 With 5% Yields: Reading the Central-Bank Bid
China's central bank added about 740,000 ounces of gold in September, its 23rd straight month, even as gold fell more than 6%. Official buyers and…
- 23Economics
What a 10% Tariff Does to Consumer Prices: The New Pass-Through Estimates
One NBER study puts tariff pass-through to consumer prices at about 26% of the tariff increase; a Fed note finds pass-through effectively complete. The two use…
- 24World Affairs
War-Risk Premiums: How Insurers Price a Chokepoint
War-risk quotes for Saudi-linked tankers at Yanbu rose from under 1% of vessel value in July to about 3%, with up to 7% at Jizan. Insurance prices can ration…
- 25World Affairs
A European Security Council: What Kubilius's Proposal Would Change, and What It Would Not
EU Defence Commissioner Andrius Kubilius proposes an 'E5+' European Security Council and a defence union with the UK, Ukraine, Norway and Canada. The…
- 26AI & Data
When Safety Teams Walk: Governing Internal Dissent at Frontier Labs
OpenAI says it dismissed three safety researchers for violating policies on sensitive information. The researchers dispute that account. The case raises a…
- 27World Affairs
Diesel, Waivers and Sanctions: The Russia Energy Question in Washington
A US Treasury license issued October 9 allows Russian diesel imports until April 7, 2027. It follows diesel prices near record highs ahead of the November 3…
- 28AI & Data
Realization Rate: Why Enterprises Capture Only 38% of AI's Potential
Bain finds enterprises convert only 38% of AI's potential value into measurable results, against 52% for traditional automation. Only 7% of companies run fully…
- 29AI & Data
Abu Dhabi's AiNative and the State as Upskilling Employer
Abu Dhabi's Department of Government Enablement launched AiNative with OpenAI, Microsoft and MBZUAI to upskill 20,000 government employees by the end of 2026…
- 30Economics
Dalio's Bubble Warning Meets Record Highs: Reading the AI Trade
Ray Dalio calls AI a 'classic bubble' fueled by debt and higher rates, while US indexes sit at record highs. The 10-year term premium, now at a multi-year…
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