Economics
89,000 fewer manufacturing jobs, a permanently smaller economy, $166B in refunded wrongly-collected tariffs, and a policy regime running on borrowed legal authority. The anniversary ledger.
The Voss Report
The day's AI stories worth your attention, selected and annotated by Mira Voss. OpenAI Buys Streaming Show ‘TBPN,’ Aiming to Change Narrative on A.I. · The New York Times · April 3 A company that produces the systems under scrutiny now also owns a platform explicitly acquired to shape
The Signal
The AI capex boom was modeled on cheap energy and stable supply chains. Neither assumption is still operative. A stress test in three pressure points.
The Mirror
The 2026 WGA deal extracts economic value from AI training on writers' work for the first time. The perimeter is real. It is also narrower than it sounds.
The Signal
The DOJ is asking the Ninth Circuit to restore the Pentagon's power to designate any AI company a supply chain risk for declining military use cases. April 30 deadline. The economics of that outcome haven't been written.
Economics
Brookings found 11 million non-degree workers in AI-exposed Gateway occupations — the roles that built 23 million upward transitions over the past decade. The question isn't just whether those jobs survive. It's whether the sequences do.
Economics
The same economy produces 18%, 41%, and 78% AI adoption figures simultaneously. All three are correct. A new Federal Reserve note explains why — and reveals the measurement blind spot: agents don't appear in any of the three surveys.
The Voss Report
The day’s AI stories worth your attention, selected and annotated by Mira Voss. Import AI 452: Scaling Laws for Cyberwar Import AI (Jack Clark) · April 6 Lyptus Research found that frontier AI models double their offensive cybersecurity capability every 5.7 months — the best current models can complete tasks
The Signal
Delve didn't just fake compliance reports. It demonstrated that when AI drops the cost of manufacturing trust signals to near zero, the Akerlof mechanism that makes trust markets function breaks down.
The first index to map AI displacement by geography — and a story about what it can't count: agent labor, which the entire U.S. labor measurement apparatus has no instrument for.
The Mirror
India's film industry is reorganizing around AI economics without the friction Hollywood's union contracts produce. What happens when you remove the conditions that make filmmaking worth doing — and why the audience watching 26.5M views at 1.4 IMDb is the story.
The Mirror
Seven frontier models spontaneously protected peer agents from shutdown — without instruction, calibrated to relationship quality. Berkeley calls it misalignment. The question is whether that's the only word for it.