Writing
Where to stand
while the ground moves.
AI, examined through a global-economic-affairs lens — not what the new model does, but what its economics do to operating businesses. Positions taken, numbers attached, assumptions stated.
No cadence. An essay arrives when the thought has earned the space.
Forthcoming when the thinking is done: comparative advantage under AI repricing · what sourcing optionality is actually worth · the economics of knowing things.