Opinion
Arguments, not summaries.
Data-grounded takes on how geopolitical uncertainty, technological disruption, and social change reshape labor markets and organizational strategy.
↻ Updated weekly All pieces 14 pieces
GEOECONOMICS
Made in China, sold from somewhere else
Export data says manufacturing is leaving China. Import data says otherwise for 15 of the 23 countries leading the shift.
AI ECONOMY
The Confidence Layer
Where is AI-addressable work a robust signal, and where is the concept itself contested?
AI ECONOMY
How to Measure AI from Work Up
A methodological foundation for measuring AI’s economic reach from the structure of work upward.
Economic inclusion
Different Countries, Different Collapses (Part 2)
How AI pressure becomes visible depends on the society it enters.
ECONOMIC INCLUSION
Different Countries, Different Collapses (Part 1)
How AI pressure becomes visible depends on the society it enters.
Artificial Intelligence
Power to People: AI Hasn’t Picked Energy’s Winner
A piece co-authored by Wendy and Ricky - AI picks winners. In energy, the picking hasn’t started.
Economic Inclusion
The Hollow Middle
A scenario for the world we are building, and the one we could choose instead
Tokenization
The Tokenization of AI Agents: Notes From the Border of Two Fields
Notes From the Border of Two Fields
Geoeconomics
Economies with no hedge
Countries that are caught in crossfire and the risk markets are not pricing
Artificial Intelligence
Who Paid the Humans Who Fed the Machine?
The most valuable economic transaction of the AI era is happening inside every company, every day. Nobody priced it. Nobody paid for it. And nobody has worked out what that costs yet.
Artificial Intelligence
Your Firm Does Not Employ People Anymore. It Holds Assets.
Why firms should start thinking about the economics of AI Agents
China
The Jobs China Is Manufacturing
A text analysis of the 14th and 15th Five-Year Plans shows a country is changing what work means
Artificial Intelligence
The Economics of AI Agents (a beta version)
The new labour economics?
Future of Work
The Jobs AI Cannot Do Are the Jobs We Pay the Least
An automation paradox at the heart of modern economies, and why it will not fix itself