ECONOMICS
Markets, policy and the forces that move capital.
What is the economics coverage about?
Economics is the operating system underneath everything else. Policy decisions made in Washington, Frankfurt, or Beijing ripple into supply chains, hiring plans, and the cost of capital for every startup.
Our economics coverage is built around causality — not just what happened, but why it happened and what it forces next.
Who reads economics analysis here?
The audience we write for is making decisions. Inflation dynamics matter because they're negotiating contracts. Capital flows matter because they're allocating portfolios.
Market analysis here goes deeper than consensus. We cover financial markets with a structural bias — tracking where pressure builds before it releases.
What sources does this analysis draw from?
Economic analysis here means reading primary sources — central bank transcripts, BIS research, IMF working papers — and translating them into insight operators and founders can use.
If you believe economic literacy is a competitive advantage — and it is — The Best Blog Ever is built for you.
Latest Analysis

China Took Over Open-Source AI
61% of tokens on OpenRouter now route to Chinese models. Four of the top five open-weight models are Chinese. The takeover is measurable — and it runs on price.
Key Takeaways
- The takeover is measurable: ~61% of token consumption on OpenRouter, four of the five most-used open-weight models Chinese.
- It runs on price — 5–30x cheaper than Western equivalents, a structural cost gap driven by efficiency and scale.
- But "took over open" does not mean "took over the frontier" — best open Chinese models trail top proprietary US models by ~6–9 points.
The Robotaxi Reckoning: Why Waymo's Expansion Changes the Investment Calculus
The decade of autonomous vehicle hype is ending. What is replacing it is an actual business — with real unit economics and implications that...
Read Article →The AI Productivity Paradox: Why the GDP Payoff Is Running Late
History says transformative technologies take decades to show up in economic statistics. AI is following the script — but the second act ten...
Read Article →
Ireland Economic Growth: Domestic Economy Surges 4.7% in 2025, CSO Data Reveals
Modified Domestic Demand and GNI* both expanded 4.7% last year, while multinational-driven GDP jumped 8.0%, according to the CSO Annual Nati...
Read Article →
The AI memory supercycle, explained
The AI boom just showed up in a place ordinary people can feel it: the price of memory. Here is why a handful of data-center buyers are maki...
Read Article →
The Warsh Fed talks less — good for investors
At his first meeting, Kevin Warsh cut the Fed statement by more than half, refused to plot his own rate forecast, and launched five reform t...
Read Article →
Top 10 Chip Bottlenecks That Will Define the AI Winner's Moat
The global AI arms race focuses on chip speed and capacity. The real competition is invisible: whoever controls the bottlenecks — advanced p...
Read Article →
Red Gold & the Scarcity Trap
How a Peruvian desert became the world's winter mango capital — and why scarcity still didn't pay.
Read Article →
The Economics of the 2026 NBA Finals
The Knicks lead the Spurs 3–1, but the financial outcomes were largely decided before Game 1. A ledger of who wins, who loses, and who just ...
Read Article →
The AI Chip Supply Chain
The AI chip is the product of a supply chain with single points of failure at almost every stage. Understanding who controls each choke poin...
Read Article →
AI Is Rewriting Outsourcing Economics
For thirty years, outsourcing ran on one idea: pay less for the same work somewhere cheaper. AI breaks that math by making the work itself n...
Read Article →
Can the Grid Survive AI?
The electric grid was designed for predictable, incremental demand growth. AI is adding city-scale loads in clusters and on a timeline measu...
Read Article →
Why Power Is the Real Bottleneck for AI
For years the scarce input in AI was the chip. That has changed. The thing you cannot quickly add — gigawatts of reliable power and the grid...
Read Article →
Beyond the Stuff Economy
Traditional strategy frameworks assume stable industry boundaries and fixed roles for buyers and suppliers. As digital networks zero out mar...
Read Article →
The Real Cost of AI Compute
Headlines fixate on the price of a GPU. The actual cost of AI compute is a stack of expenses the chip sticker price hides: electricity, cool...
Read Article →
Who Profits From the AI Buildout
Everyone is spending on AI, but spending is not earning. The durable profits are accruing to the suppliers of scarce inputs, while the model...
Read Article →
Borrowing for the Bunker: The Fiscal Impulse of Surging Global Defense Deficits
The post-Cold War peace dividend is over. What replaces it is a world of structurally higher defense spending, larger deficits, and permanen...
Read Article →
The Tariff Tug-of-War: How Global Supply Chains Are Re-routing Around the US-China Fracturing
Tariff re-routing is no longer a theoretical risk. It is the dominant corporate strategy of 2026, and the capital flows are revealing which ...
Read Article →
The Economics of AI Infrastructure
How compute, capital and energy are reshaping global competition in artificial intelligence.
Read Article →
Redefining Digital Marketing: A Global Perspective
What five regional playbooks reveal about the future of global digital marketing.
Read Article →