Ben Moll and Alex Imas argue AI will drive 4–5% real GDP growth, rejecting claims of 10–15% by Dario Amodei, 30% by Leopold Aschenbrenner, and 100% by Elon Musk.
Gregor Matvos and Brent Neiman find dollar correspondent access dropped from 89% to 20% despite sanctions, yet yuan usage remains minimal due to more payment hops.
John-Burn Murdoch argues a 52 per cent rise in spending stems from a 39 per cent decline in screen time price index.
Bank of England's Sarah Breeden says hedge funds holding 7% of U.S. Treasuries raise bond shock risks.
Brad DeLong argues pedagogy and policy impact outcomes, citing a UC Santa Cruz study where forcing bureaucracy to major in economics improved employability.
Emergent Ventures' archaeology tranche funds projects by Björn Öste, J. Cameron Monroe, Benjamin Arbuckle, Jesse Casana, Leila Character, and Bryce Hoenigman.
Klement cites a Tsinghua study showing Qwen 3.6 Plus generated 0.2% alpha while five of ten AI models underperformed the CSI 300 benchmark.
Brad DeLong argues Anthropic's AI consciousness concerns are cynical, while Gruber and Thompson note its 2025 IPO and OpenAI's 50-50 market split.