
From Our Weekly Note and More

U.S. Labor's Structural Shift: Jobs, Tech, Healthcare
Last week, the U.S. Bureau of Labor Statistics released its employment report for August. which highlighted structural shift in jobs including tech, and healthcare

On the Federal Reserve, Walmart, Tariffs and the Economy
Comments from U.S. Federal Reserve Chair Jerome H. Powell, speaking at Jackson Hole, Wyoming - and Walmart CEO Doug McMillon, during company earnings call.

On Obesity: Ozempic is Not Enough
Comments from former Novo Nordisk CEO Lars Fruergaard on why “the world needs more than drugs to fight obesity” and “avoid a health and economic catastrophe.”

On 10,000 Steps, Longevity and Life in Motion
Comments from 1) a new study on walking, 2) Peter Attia’s 2023 book Outlive: The Science and Art of Longevity and 3) Twyla Tharp’s 2019 book "Keep It Moving: Lessons for the Rest of Your Life".

On AGI: Managing Innovation and Global Risks
Comments from the RAND Corporation’s report How Artificial General Intelligence Could Affect the Rise and Fall of Nations, that explores scenarios on how artificial general intelligence (AGI, AI with human capabilities) could redraw global power structures.

On AI, a Landmark Ruling and the Future of Copyright
On the first major ruling on artificial intelligence and copyright, Judge William Alsup (U.S. District Court for the Northern District of California) delivered a mixed ruling in the lawsuit brought by authors against the AI company Anthropic.

On California and the Future of AI Governance
Comments from "The California Report on Frontier AI Policy”, commissioned by Governor Newsom and authored by experts from Stanford, UC Berkeley, and Carnegie Endowment with input from 100+ contributors.

On AI and Trump's "One Big Beautiful Bill Act"
On the proposed U.S. "One Big Beautiful Bill Act" and a provision that would restrict U.S. states from regulating artificial intelligence models, artificial intelligence systems, or automated decision systems for 10 years.

On AI Infrastructure as a Geopolitical Imperative
Comments from NVIDIA CEO Jensen Huang and “Trends – Artificial Intelligence (AI)” by Mary Meeker and team.

On Amazon in Space and the Future of Orbital Infrastructure
Last week, Amazon launched its first commercial satellites - as a direct challenge to SpaceX’s Starlink and a strategic move to shape the future of orbital digital infrastructure.

On Pope Francis and a Transition
In the wake of Pope Francis' passing, his words - which urge for service, ethical leadership, caring for humanity and the Earth and managing technology - offer guidance for choosing his successor.

On Semiconductor Giants Navigating US-China Trade Tensions
Last week, NVIDIA, AMD, ASML and Taiwan Semiconductor comments on the impact of tariffs.

On U.S. 'Liberation Day' Tariffs and Global Market Turmoil
As volatility spikes and markets decline - comments from Federal Reserve Chair Jerome H. Powell, U.S. Treasury Secretary Scott Bessent; Michael Feroli, JPMorgan Chase Chief US Economist, U.S Senator Ted Cruz and others.

Google, OpenAI, Anthropic and an AI Action Plan
Comments from Google, OpenAI, and Anthropic on the U.S. Government’s "AI Action Plan"