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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.
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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…
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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…
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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.
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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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The Evidence for AI Consciousness, Today
A growing body of evidence means it’s no longer tenable to dismiss the possibility that frontier AIs are conscious.
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AI Alignment Cannot Be Top-Down
Community Notes offers a better model — where citizens, not corporations, decide what “aligned” means.
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AGI's Last Bottlenecks
A new framework suggests we’re already halfway to AGI. The rest of the way will mostly require business-as-usual research and engineering.
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