Insights
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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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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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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Insight
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, …
Insight
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) …
Insight
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 …
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 …
Insight
America Alone
April 7, 2025 Recent political and economic decisions, particularly tariffs, have strained relationships with allies like Canada, Mexico, Australia, and European countries, causing diplomatic fallout and economic uncertainty. In this article on Medium.com, Sean Randolph, …
Insight
Democratize AI: How the AI Tide Can Lift More Boats
February 25, 2024 AI is fueling economic recovery in the Bay Area. Chinese AI startup DeepSeek’s open-source R1 model has raised concerns about AI investment, but its energy-efficient and low-cost innovations could accelerate AI adoption. …
Insight
Will We Lose the Global EV Market?
February 18, 2024 The Biden’s administration’s support for electric vehicles (EV’s), including tax incentives and funding for charging infrastructure, is being rolled back. In this article in the Silicon Valley Business Journal, Sean Randolph, Senior …
Insight
Silicon Valley’s 2025 Outlook: Challenges Persist Amidst AI-Driven Resurgence
January 6, 2025 As a new year begins the San Francisco/Silicon Valley Bay Area’s economy remains consistent with patterns over 2023 and 2022: a mixed story of slow progress in addressing underlying structural challenges, combined …