Headlines

US and China are failing the same AI race, only differently

In late September, construction crews in Ulanqab, on the edge of the Gobi Desert, filed through face-scanning gates to raise another block of AI data centers above fields of sunflowers. Six weeks later, American voters did the opposite. Restrictions on data centers passed in 44

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India is quietly doing great

My last post was about how for the first time, I’m becoming bearish on China’s continued economic and technological outperformance. A number of people asked me whether I was similarly bearish about India. The answer is no — I’m actually more bullish on India than I have been in

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