From Our Weekly Note and More
AI's Shift from Language Models to Real World Models
At CES 2026, several keynote remarks highlighted AI shifting from large language models to world models - Jensen Huang, CEO, Nvidia, Roland Busch, President and CEO, Siemens AG and Carolina Parada, Senior Director of Robotics, Google DeepMind
An AI Labor Shock, or Just a Hiring Pause?
Amid the many perspectives on AI growth and its impact on the labor market, consider the following views from the Yale Budget Lab, Goldman Sachs, the Federal Reserve, and others.
AI in 2026: A Reality Check
Some useful evidence in AI trends comes not from product launches, but from usage data. Recent reports from OpenAI, Anthropic, and Gallup show that AI capabilities are outpacing adoption.
San Francisco v. Ultra-Processed Foods:A Lawsuit That Could Reshape Corporate Behavior
Comments on the City of San Francisco’s lawsuit against ultra-processed foods (UPF) manufacturers - including Coca-Cola Company; PepsiCo; Kraft Heinz; General Mills; Nestle; Kellogg; Mars and ConAgra Brands.
China's Rare Earth Monopoly Triggers a U.S. 100% Tariff Threat
Last week, in response to China’s tightening of rare earth export controls,U.S. President Trump threatened an additional 100% tariff, triggering heightened volatility in global markets.
AI: the Bubble, the Buildout and the Hype
Comments by Amazon founder Jeff Bezos and Goldman Sachs CEO David Solomon shared at Italian Tech Week.
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.