AI Has a Power Problem: The Economics of the Data Center Boom
The AI boom is becoming a physical-infrastructure story: electricity, grids, chips, land, and capital.
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Articles & essays
Independent analysis on economics, artificial intelligence, technology, markets, business, and public policy.
What If AI Raises Inflation Before It Raises Productivity?
Why an investment boom can pressure demand, rates, and prices before productivity gains fully arrive.
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Stablecoins Are Becoming Shadow Checking Accounts—and That Changes Banking
Stablecoins increasingly sit at the intersection of payments, bank funding, Treasury demand, and the dollar.
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Tariffs Raised Prices. Why the Inflation Story Is More Complicated Now
Tariff pass-through is real, but a higher price level and persistently higher inflation are not the same thing.
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Prediction Markets Are Not Crystal Balls. They Are Markets for Information.
Prediction markets are best understood through incentives, liquidity, information aggregation, and market design.
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This Isn't an AI Bubble. It's a Capital Misallocation Crisis.
An essay on AI investment, capital allocation, and the economics beneath the bubble debate.
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When Bans Don't Matter: What DeepSeek's Nvidia Workaround Really Reveals About the AI Race
An analysis of export controls, semiconductor access, and strategic competition in the AI supply chain.
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