Economics & AI

A research-driven series examining how AI is reshaping the global economy and shifting geopolitical power dynamics. From labor markets to chip wars.

Full Series

Information warfare flow diagram showing AI-generated synthetic media attack vectors and trust erosion
Economics

AI-Powered Information Warfare: The End of Shared Reality

Deepfakes cost $10 to produce, detection lags by years, and the 'liar's dividend' lets real misconduct hide behind claims of AI fabrication. How synthetic media is weaponizing trust itself — and why defense is losing.

Jan 14, 2026 · 10 min
Data visualization showing AI adoption rates across industries comparing hype versus reality in 2026
Economics

AI Adoption 2026: The Reality vs. The Hype

78% of organizations now use AI, but only 31% have reached production scale. A data-driven look at where AI adoption actually stands—enterprise spending, agentic AI emergence, and what the numbers reveal.

Jan 13, 2026 · 10 min
Graph analyzing the AI productivity puzzle and gap between expected versus actual GDP gains
Economics

The AI Productivity Puzzle: Where Are the GDP Gains?

Massive AI investment, modest productivity growth. Coding shows 30-50% gains, customer service 14%—but economy-wide impact remains elusive. Understanding the gap between AI promise and macroeconomic reality.

Jan 13, 2026 · 9 min
Sector-by-sector analysis diagram showing AI impact across healthcare, finance, and manufacturing
Economics

AI Industry Impact: Sector-by-Sector Analysis

Financial services leads with 65% production deployment. Healthcare faces regulatory friction. Construction lags at 12%. A deep dive into where AI is actually transforming industries and why some sectors resist.

Jan 13, 2026 · 8 min
Visualization of winner-take-all dynamics showing wealth concentration in AI era
Economics

AI and Wealth Concentration: Winner-Take-All Economics

Top 5 AI companies raised 20% of all global VC. 79% of funding flows to US firms. OpenAI valued at $300B. AI exhibits extreme winner-take-all dynamics—and the implications for inequality are stark.

Jan 13, 2026 · 8 min
Financial market chart showing AI bubble dynamics and systemic risk indicators
Economics

AI and Financial Markets: Bubble Dynamics and Systemic Risk

60-70% of equity volume is algorithmic. NVIDIA swings 18% on a single day. AI valuations reach unprecedented levels. A look at how AI is transforming—and destabilizing—financial markets.

Jan 13, 2026 · 7 min