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Up the stack: How AI’s escape from the commodity trap risks enterprise lock-in Arvind Narayanan & Sayash Kapoor · AI Snake Oil ·Jul 9, 2026 · 28 min read · Economics
The future of Meta superintelligence: A 1 year progress update Dylan Patel · SemiAnalysis ·Jul 9, 2026 · 18 min read · Economics
The most corrupt presidency in American history, by the numbers Various · Reason ·Jul 9, 2026 · 18 min read · Economics
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Jd vance's crusade against GDP is wrong and bad Noah Smith · Noahpinion ·Jul 7, 2026 · 15 min read · Economics
Europe, A.C., and the housing exception to America's economic success story Various · Reason ·Jul 7, 2026 · 15 min read · Economics
How US states and international trustbusters can beat big tech Cory Doctorow · Pluralistic ·Jul 7, 2026 · 18 min read · Economics
Nvidia gpu debt backstop unleashes the AI project trinity: Capital, offtake and datacenters Dylan Patel · SemiAnalysis ·Jul 6, 2026 · 23 min read · Economics
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No, China did not manage to avoid a crash Noah Smith · Noahpinion ·Jul 6, 2026 · 10 min read · Economics
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The AI superforecasters are here Scott Alexander · Astral Codex Ten ·Jul 2, 2026 · 26 min read · Economics
Meta compute: Everyone wants to be a cloud Dylan Patel · SemiAnalysis ·Jul 2, 2026 · 10 min read · Economics
Crime pays: The egg bandits made a thousand times the fine they just paid for price fixing Matt Stoller · BIG by Matt Stoller ·Jul 1, 2026 · 13 min read · Economics
Chartbook 455: The AI boom, China's walled-in-wealth and the financial barriers that separate the… Adam Tooze · Chartbook ·Jul 1, 2026 · 13 min read · Economics
TokenBudgeting: Our conversations with enterprises on token spend Dylan Patel · SemiAnalysis ·Jun 30, 2026 · 10 min read · Economics
The world cup experience lives up to the hype Various · Reason ·Jun 30, 2026 · 10 min read · Economics
Republic of the central banker: Hoisted from the archives Brad DeLong · DeLong's Grasping Reality ·Jun 30, 2026 · 22 min read · Economics
Bishop tylka: Price of sheen beatification tickets offsets ‘very significant cost’ of event Various · The Pillar ·Jun 29, 2026 · 11 min read · Economics
