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AI Research Memo

Ethan McGowan

AI is triggering a new global divergence, much like the industrial revolutions before it Countries that control AI systems and skills will gain lasting economic and institutional power Education and policy now decide who leads and who is left behind

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Keith Lee

China’s AI edge is increasingly driven by faster, cheaper access to power and land U.S.

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Ethan McGowan

AI-driven automation is shrinking both labor and consumption tax bases A robot tax is becoming a practical fiscal tool, not a provocation Welfare systems may also need less funding as labor is partially emancipated In 2024, the average de

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Ethan McGowan

AI adoption in Europe is still limited, with most firms using AI only as a supporting tool The gap between AI hype and real workplace use reflects risk, skills gaps, and institutional limits Policy and education must focus on practical capacity, not promises of rapid transformation

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Ethan McGowan

Health data monetization is failing because patients do not trust technology firms with sensitive medical records Turning health data into a commodity ignores consent, governance, and healthcare’s real economics Without strong safeguards and public oversight, most health data projects will keep breaking down

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Catherine McGuire

Physical AI moves intelligence from screens into systems that act in the real world In education, AI shifts from a tool to shared infrastructure with new governance risks The policy challenge is managing embodied intelligence at institutional scale

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Catherine McGuire

AI in education needs compute; cooling drives water, power, and trust costs Require verified standards for data center water cooling, power, and heat reuse Site compute in low-water regions and reuse heat to scale AI responsibly Operatin

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Keith Lee

Human-like AI can blur boundaries for students in schools Use clear identity labels, distance-by-default design, and distress safeguards Align law, procurement, and classroom practice to keep learning human We often say pres

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Catherine McGuire

Orbital data centers could ease power and cooling limits on Earth The costs and climate trade-offs are still unclear Education should set rules now before orbit becomes a new dependency Global data centers consumed roughly 415 TW

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David O'Neill

Generative AI lifts advanced economies faster due to compute, connectivity, and wages Education faces a widening generative AI productivity gap without solid infrastructure Front-load broadband and compute, standardize platforms, and train teachers to close it

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Ethan McGowan

SB 53 is AI safety policy that also shapes U.S.

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Keith Lee

Fast AI PhDs won’t fix hiring if training stays shallow Firms need proof of real research skills, not faster diplomas Rigor and outcomes must drive funding and standards Available data indicate that Korea's a

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Ethan McGowan

AI turns rumors into instant, system-wide stress Shared models and platforms cause herding and correlated errors Use timed frictions, model diversity, and critical-hub oversight The most important number in finance

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Catherine McGuire

AI video streaming is mainstream; tools are easier, directing still matters Without rights, provenance, and QC, slop scales and trust falls Train hybrids and set standards to gain speed without losing story Back in D

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Ethan McGowan

AI talking toys: brief, supervised language coaches Ban open chat; require child-safe defaults and on-device limits Regulate like car seats with tests, labels, and audits Right now, there’s something interesting happenin

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Catherine McGuire

LLMs slash coordination costs in teams Design- and model-minded co-create, instantly Protect diversity with drafts, provenance, human review Every second, a new developer is signing up for GitHub.

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Keith Lee

AI companion mental health is a public-health risk Hallucinations + synthetic intimacy create tail-risk Act now: limits, crisis routing, independent audits Two numbers should change how we govern AI companions.

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Catherine McGuire

AI data centers drive Himalayan hydropower Buildout deepens China–India water tensions Demand 24/7 clean, redundant AI power China is betting big on hydropower to fuel a new era of AI and digital growth.

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Catherine McGuire

Humanoid robot limitations endure: touch, control, and power fail in the wild Hype beats reality; only narrow, structured tasks work Fund core research—tactile, compliant actuation, power—and use proven task robots We don't

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Ethan McGowan

48-hour takedowns for non-consensual deepfakes Narrow guardrails curb abuse, not innovation Schools/platforms: simple, fast reporting workflows Deepfake abuse is a vast and growing problem.

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