Insights

Global AI – The India Opportunity

June 29, 2026 India is rapidly emerging as a global AI leader by investing heavily in computing infrastructure, digital public systems, and AI applications while attracting major investments and partnerships from U.S. technology companies, positioning …

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China’s Innovation Challenge

May 14, 2026 China has rapidly emerged as a global leader across advanced technologies such as AI, biotechnology, robotics, and electric vehicles through sustained government investment, engineering talent development, and strong execution. In this article …

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In an Unstable World the U.S. Loses

April 2, 2026 In this article on Medium.com, Sean Randolph, Senior Director of the Institute, argues that as the United States shifts toward unilateral, power-driven policies and retreats from alliances and international institutions, it is …

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Insight

San Francisco Rebounds

March 12, 2026 San Francisco has experienced one of the slowest recoveries from the pandemic, which has contributed to narratives of a “doom loop”. In this article in the San Francisco Business Times, Sean Randolph, …

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Rebound: The Bay Area Economy in 2026

March 3, 2026 San Francisco has experienced one of the slowest recoveries from the pandemic, which has contributed to narratives of a “doom loop”. In this article in the Times of India, Sean Randolph, Senior …

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Taxing Patents – the Worst Idea Ever?

December 5, 2025 Patents are at the root of the United States intellectual property system, and innovation-led economy, both of which are amongst the best in the world. In this article in the San Francisco …

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AI’s Impacts and its Governance: A Silicon Valley Perspective

November 1, 2025 AI is transforming both public and private sectors, driving major gains in efficiency, productivity, and innovation—especially in fields like medicine—but also causing job and skill disruptions. In this article in the Times …

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Argentina in Transition: Are Milei’s Reforms Working?

October 13, 2025 Argentina’s libertarian president Javier Milei has implemented sweeping market reforms – cutting taxes, slashing public sector jobs, and repealing restrictive laws – that have sharply reduced inflation, restored frowth, and lowered poverty. …

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Industrial Policy Takes a Wrong Turn

September 25, 2025 U.S. industry policy has shifted from avoiding direct government involvement in markets to actively taking stakes in and extracting profits from private companies. In this article in the San Francisco Business Times, …

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Tariffs Put US-India Ties at Risk

August 30, 2025 At a time of shifting geopolitical lines few relationships will be more important than that between the United States and India. It’s a relationship at scale, rooted in shared (if imperfectly implemented) …

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From NASA to Startups: How the Bay Area is Shaping the Future of Space Exploration

July 25, 2025 When you say the world “space” most people think of Southern California, Texas or maybe Florida. The Bay Area, however, hosts a large and dynamic space sector that is uniquely contributing to …

Insight

Science Cuts Will Mortgage Our Tech Future

May 8, 2025 The Trump administration’s cuts to federal science funding threaten the U.S.’s innovation pipeline, which relies heavily on federally supported research at universities and labs. In this article in the Silicon Valley Business …

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