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Paradox: everyone is chasing tech frontier products; but tech supply chain deficiencies aren't frontier tech. Silicon carbide chips is one of those. Who's going to scale these mature, mid-range tech with wide applications? macropolo.org/analysis/sic-c…

Read the whole analysis: macropolo.org/analysis/auton…

Part 1 of the series on vision language models powering AD advancements macropolo.org/analysis/auton…

Part 2 of the series on the AD technology stack and the battle between cameras and lidars macropolo.org/analysis/auton…

The nuclear Renaissance endures? See our series on nuclear - from China catching up to SMRs and fusion: macropolo.org/analysis/a-nuc…

After eight years, Macro Polo has ceased operations as the Paulson Institute will focus its independent research on supporting its programs as it continues to diversify its scope. We appreciate the community that has grown around Macro Polo and the fruitful engagement we’ve

It's only today I realized it was Macro and not Marcopolo😅😅 You'll be missed guys. You have done an amazing job.

I can't think of anything more interesting and challenging that I would've done over the last 8 years than having built this improbable venture. Learned more than I thought possible about managing products, people, expectations, and to never conflate process with substance.

The Japan playbook. Toyota America is essentially an American company. The big three are gonna want some runway, however, unless they do JVs.

What's the best explanation you've heard for why China is leaning so hard into open source? It's now an official position from the foreign ministry apparently.

By location, Apple has been gradually diversifying out of CHINA. By firm identity, Apple has actually increased reliance on CHINESE suppliers So, the question no one has clearly answered: is the goal to diversify out of China or to diversify away from Chinese firms?

After Politburo study session on AI, Xi Jinping visits AI incubator and accelerator in Shanghai, tells the kids that AI is a young people's game Cai Qi, per usual, stands there expressionless: youtube.com/shorts/N7tMAxS…

Did Jensen just cite the MacroPolo figure about Chinese AI talent? Who put it in his briefing book?

China cycles 1995 - 2005: property sector liberalization, WTO, currency peg 2005-2015: central SOEs got fat, "go out" strategy - often dubbed mercantilism 2015:-2025: Made in China 2025 with aggressive industrial policy - or realizing Hu Jintao's "indigenous innovation"

Our site was temporarily down due to a host server issue. The archived site is now back.

We were bullish on nuclear early on, and the latest White House executive order reinforces it Speed and scale: whitehouse.gov/presidential-a…

Jensen continues to cite MacroPolo top AI talent figure (it's technically 47%)

Pretty neat that ChatGPT uses MacroPolo source when asking it to analyze permanent magnets market