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  1. The Economist7 min

    Why China and America see AI differently | The Economist

    Corbin, Sarah, Archie, Zannie

    While over 80% of the Chinese public maintains an optimistic view of AI driven by decades of technological progress, significant structural anxieties persist among tech workers facing age discrimination and mass layoffs. In response, authorities have launched a five-year monitoring strategy utilizing real-time data on power usage and payment flows to detect early signs of workforce disruption and preemptively stabilize the labor market. Despite these proactive government interventions aimed at balancing innovation with social stability, experts remain skeptical about whether retraining programs can match the rapid scale of AI-driven economic shifts without triggering explosive instability.

  2. RAISE Summit7 min

    Who Controls AI? The Open Source Imperative | Arthur Mensch, Mistral AI | RAISE Summit 2026

    Arthur Mensch, Mark Surman, Henri Delahaye

    Speakers Arthur and Marc outline a strategic framework for artificial intelligence sovereignty that prioritizes domestic compute security, affordability, and sustainability to mitigate economic inequality and social unrest. They identify open source technology as a critical mechanism for nations to retain control over essential infrastructure, preventing foreign dependency while fostering a global ecosystem where open components serve as the dominant building blocks within the next decade. Although this shift from proprietary chatbots to shared infrastructure is widely anticipated, the speakers warn that realizing this future requires sustained research funding and coordinated interoperability to overcome significant capital and partnership challenges.

  3. The Economist9 min

    Why America is stepping away from the institutions it built | The Economist

    John, Ed, Charlotte

    U.S. foreign policy is undergoing a structural shift from values-based engagement to a transactional approach, driven by a bipartisan consensus that the post-World War II order has failed to deliver sufficient economic returns or strategic advantages. Former President Trump's 2015 platform catalyzed this pivot by framing the abandonment of multilateral institutions as a correction to decades of free-riding, leading to increased reliance on tariffs and coercive trade rather than traditional alliances. Experts project three potential futures for this realignment: a renegotiated U.S. hegemony, a fragmented status quo, or a chaotic descent into systemic collapse triggered by unchecked military coercion.

  4. The Economist7 min

    Can Donald Trump secure a deal with Cuba? | The Economist

    Donald Trump, Dr Christopher Sabatini, David Rennie, Sarah Birke, Christopher

    A proposed transactional framework seeks to secure Cuban economic relief, including lifting the oil embargo, in exchange for a credible multi-party election plan. Key figures like Marco Rubio and Donald Trump aim to satisfy the Cuban-American voting bloc by offering a political roadmap that prioritizes economic liberalization over immediate regime change. Despite skepticism regarding the administration's long-term commitment, proponents argue that even a flawed agreement could dismantle the current stagnant leadership structure.

  5. The Economist16 min

    Who will be California’s next governor? | The Economist

    Charlotte Howard, James Bennet, Aryn Braun, Tom Steyer, Xavier Becerra, Steve Hilton

    A contentious California gubernatorial runoff looms as a referendum on the state's affordability crisis, featuring progressive challenger Tom Steyer's aggressive advertising campaign against incumbent Xavier Becerra and Republican Steve Hilton's tax-cut proposal backed by Donald Trump. Critics argue that decades of co-opted ballot measures and structural fiscal deficits under Governor Gavin Newsom have driven out-migration and created recurring budget holes, fueling a narrative of state dysfunction that Republicans hope to exploit for a rare statewide victory. The election outcome will ultimately determine whether voters prioritize the status quo or support significant policy shifts intended to reverse California's economic decline and reverse its demographic power loss in Congress.

  6. a16z12 min

    Is Defense the Next Trillion-Dollar Category? | a16z American Dynamism Summit

    Erin Price-Wright, Michael Duffey, Dino Mavrookas

    Saronix is reshaping maritime defense by pivoting to software-driven autonomy that slashes labor requirements from millions to mere fractions while deploying an "IKEA" manufacturing model at its new Louisiana Port Alpha facility. This industrial strategy integrates commercial vessel production to ensure economic sustainability and rapid scaling, directly addressing Pentagon constraints on manufacturing capacity through private capital investment and streamlined acquisition policies. By fostering a robust public-private partnership, the initiative aims to establish a century-long national industrial base capable of supporting both defense needs and global energy dominance.

  7. Goldman Sachs20 min

    Iran Conflict: How Long, and How Bad?

    Sanam Vakil, Dennis Ross, Kevin Donegan, Alison Nathan

    Entering its fourth week, the Iran conflict has evolved into a regime-survival struggle where Tehran seeks to spread costs widely while the U.S. military targets Iran's missile capabilities and nuclear program. Strategic deadlock persists over the Strait of Hormuz, as limited convoy operations can only restore roughly 20% of normal oil flows despite rehearsed allied defenses. Panelists conclude that resolving this locked-in scenario requires a mediated outcome, though recent political assassinations and the need to rebuild Iran's collapsed economy complicate any immediate return to pre-conflict stability.

  8. The Economist8 min

    Britain’s chancellor: closer relations with the EU are in our national interest

    Rachel Reeves, Rachana Shanbhogue

    The UK government has formalized a strategy for broader regulatory alignment with the EU to unlock an estimated 8% GDP boost, moving beyond previous sectoral deals in areas like food and energy to mitigate isolation risks from global protectionism. Led by the Chancellor and recently discussed with European Commission President Ursula von der Leyen, this approach prioritizes functional market integration while explicitly rejecting a return to the EU or Customs Union to avoid political division. European partners have welcomed these concrete commitments, viewing the UK's shift as a pragmatic step toward shared economic growth and security that leverages the nation's position as a G7 growth leader.

  9. The Economist8 min

    Is Russia the real winner from the war in Iran? | The Economist

    Zanny Minton Beddoes, Shashank, Greg, Ed

    A strategic assessment highlights Russia's improved economic resilience and reduced incentive for negotiations, while Gulf states face a binary choice between dealing with Iran or deepening US security ties at the cost of regional stability. The conflict simultaneously exposes critical US industrial limitations in interceptor stockpiles despite demonstrating superior technical execution, a dynamic that China interprets as evidence of American war fatigue. Consequently, these developments entrench Russia's position and accelerate Beijing's military modernization efforts focused on endurance and missile capabilities.

  10. Milken Institute20 min

    American Dream Investing: Conversation with HUD Secretary Scott Turner | Future of Finance 2026

    Scott Turner, Rich Ditizio

    The Department of Housing and Urban Development has proposed a rule change mandating work requirements for able-bodied public housing recipients, aiming to assist 79,000 families in achieving self-sufficiency while generating a projected $501 million income increase. Under Secretary Benson's leadership, the agency is simultaneously streamlining regulations by removing federal zoning overreach to empower local jurisdictions and revitalizing the Opportunity Zones program, which has already facilitated $100 billion in private investment and lifted 1 million people from poverty. These initiatives reflect a strategic shift toward leveraging private sector innovation and emphasizing personal responsibility to address root causes of homelessness and expand housing affordability.

  11. The Economist7 min

    Has Putin pushed Russia’s economy too far? | The Economist

    Putin, Arkady, Adam, Zannie, Al-Qadi

    Russia has incurred approximately 1.2 million total casualties in a conflict where President Putin's reliance on a paid mercenary force drawn from rural areas prioritizes fiscal containment over social cohesion. This strategy has accelerated the country's transition into a war economy, creating a fiscal drag that has pushed the budget deficit to 2.6% of GDP while forcing the state to extract capital from investment and civilian living standards. Although an immediate macroeconomic collapse remains unlikely, experts warn that current recruitment incentives and resource diversion are eroding long-term state power by consuming future potential faster than it can be replaced.

  12. The Economist10 min

    What would Kevin Warsh’s Federal Reserve look like? | The Economist

    Kevin Warsh, Zanny Minton Beddoes, Edward Carr, Henry, Zannie, Archie

    President Trump has nominated former Federal Reserve Governor Kevin Warsh as the next Chair, contingent on the White House removing a Senate blockade led by Senator Tom Tillis regarding the investigation into current Chair Jerome Powell. Warsh's proposed strategy, termed "Warshonomics," seeks to lower interest rates by coupling an anticipated AI-driven productivity surge with balance sheet contraction to offset inflationary risks, despite his historical reputation as a hawk. While experts predict Warsh will implement a slightly more dovish policy yielding one or two rate cuts, his ability to align the FOMC with President Trump's demands remains a significant governance risk complicated by potential political backlash.

  13. The Economist9 min

    Is ICE a threat to American democracy?

    Charlotte, Ed, Steve

    President Trump's administration has aggressively expanded federal authority by deploying militarized agents to enforce immigration policies, culminating in the fatal shooting of an unarmed nurse and the establishment of unchecked executive control over enforcement actions. While a recent poll shows 92% of respondents view ICE as a threat to democracy, discussion leaders emphasize that only legal accountability for lethal officers, rather than public outrage or "supine" congressional action, can effectively halt this erosion of democratic norms. As the administration continues to pursue political retribution beyond statutory mandates, the critical challenge for the coming year remains whether institutions and civil society will force a confrontation to prevent the normalization of these unchecked executive powers.

  14. The Economist9 min

    Could the world move away from the dollar?

    Rachana Shanbhogue, Henry Curr, Gita Gopinath, Kenneth Rogoff, Peter

    China's decoupling from the dollar, combined with sanctions on Russia and rising US debt levels, is accelerating a global shift toward diversifying reserve assets away from the United States. While the Euro and Renminbi are gaining traction in specific trade blocs, the transition remains gradual despite warnings of potential financial instability driven by US political polarization and a public default threat from the Trump administration. Global markets have thus far absorbed trade tensions without major financial contagion, though a tipping point could trigger a rapid restructuring of the international currency system if US institutional credibility continues to erode.

  15. The Economist14 min

    The most influential books of all time

    Ollie, Catherine, Josie DeLapp

    Hosts Ollie, Brian Aldiss, Catherine, and Josie DeLapp analyze how foundational texts like *Frankenstein* and *A Room of One's Own* shifted cultural paradigms from divine to human agency while establishing materialist requirements for creativity. The discussion further evaluates *Pride and Prejudice* and the *Harry Potter* series for their economic and social redefinitions of marriage and childhood, noting Rowling's controversial stance on gender as a flashpoint for debating the limits of artistic expression. Ultimately, the dialogue concludes that literature functions as a vital vehicle for conceptualizing the future and preserving human joy against purely ideological critiques.