Most of my meetings go like this - "yes AI is a bubble but we are buying anyway. Economy... who cares... something something... K-shaped"

Amazing. One of the new medicine Nobel laureates is living off the grid and no one knows if he knows he won the prize.

People keep talking about innovation from Bell Labs, which produced 18 Nobel Prize winners (11 Prizes) over 100 years. But Google now has produced 6 Nobel winners (3 Prizes) in less than 30 years & was not subsidized by a government-enforced monopoly .

One thing I find really interesting about the pre-baby boom fertility trend is how interestingly familiar it seems when you read about it, and how airbrushed from popular history it seems to have been. Childlessness roughly doubled in the C19th, peaked, and collapsed again!

‘Washington went all in on a legalistic trade war, while Xi doubled down on filling the Politburo with engineers.’ Krzysztof Tyszka-Drozdowski talks to Dan Wang about China’s dominant economy👇 buff.ly/Lh8evTS

‘For a superpower that protects the oceans in the name of free trade, the collapse of shipbuilding is astonishing.’ Krzysztof Tyszka-Drozdowski talks to Dan Wang about the flaws in the American economy👇 buff.ly/Lh8evTS

For UnHerd, I spoke with the excellent Dan Wang about the clash between the American lawyerly state and the Chinese engineering state - their flaws and strengths, and what it all means for Taiwan and Europe. Read the whole thing! unherd.com/2025/10/chinas…

The Chinese engineer mindset has driven breakneck growth but also produced the brutality of the one-child policy and Zero-Covid. Could it also lead to miscalculations regarding Taiwan? Dan (parody) argues that such miscalculations are unlikely:

your entire civilization is built on chemical elements you’ve never heard of

Chinese export controls on rare-earths would severely constrain the U.S.’s ability to produce advanced weaponry. Hopefully it’s a negotiation tactic. If not, the consequences for Ukraine could be dire.

in spain, each successive male cohort earns lower wages than the previous one. in contrast, younger female cohorts at least reach parity with older generations as a result, the gender wage gap has decreased across cohorts, but mainly through men's relative decline

Just as we look to Japan to observe how modern democracies age, we should look to France as a model for how European democracies become ungovernable. This piece by Luis Garicano 🇪🇺🇺🇦 is a case in point. siliconcontinent.com/p/the-failure-…

The left in Europe excels at intergenerational math when it's about climate change, and even does robust control by using the worst, most pessimistic model to make projections, but when it's about pension reform, they forget all about the intergenerational trade-offs, and they

the one big reason why the EU is failing is a failure to invest in 21st-century technologies, civilian and defence. They listened to the wrong economists, who told them that it is perfectly fine to leave tech leadership to others. The result is a total tech dependency on the US,

What in the F is an AI factory? I had to investigate what the unelected European Commission is talking about today So according to them, it's some data centers (which they call supercomputers) in 6 different EU countries I checked out the most powerful one: Karolina, a Czech data

Milei has done far better than expected at the polls. Many thought that Argentina's recent financial turmoil was largely a function of electoral uncertainty. That now has passed. I alas have long thought that the contradictions in Milei's program were more fundamental 1/

China has become the world's largest car exporter.

It’s nice to be a verb.

The territory of New Spain at its height in 1810

This is just another reminder that the old have it very well right now and the young are doing somewhat worse, largely due to things that are strongly influenced by the old, like homebuilding. Oh well. Source: nber.org/papers/w34131