Who is building the agent economy?
Infrastructure born contested
Topic
AI & Geopolitics
AI is being built into the infrastructure of power. These pieces map the US–China race, the contested agent economy, and the politics of compute, sovereignty, and progress.
Can Europe Catch Up on AI? with Carl Frey
Progress is not inevitable
The History of Progress
A review of Carl Frey's new book
Is China really racing for AGI? with Seán Ó hÉigeartaigh
The Rhetoric and Reality of the AI Race
Compute is not the answer to AI sovereignty with Hamish Low
Interdependence vs independence
Hallucination solutions, China's AI strategy and AI companions
Is AI overhyped, and the challenge of compute-based thresholds, TFP Newsletter #2
Chinese universities embrace AI, digital taxes and AI bubbles
AI might hurt developer productivity, and how much energy does it use?, TFP Newsletter #1