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AI Research Memo

Catherine McGuire

Spatial intelligence in education measurably boosts maths and STEM outcomes Use world models, but prioritize curriculum, tasks, and teacher practice Fund weekly spatial lessons and assess visual reasoning to scale

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Catherine McGuire

AI grief companions—digital twins—can ethically support mourning when clearly labeled and consent-based Recent evidence shows chatbots modestly reduce distress and can augment scarce grief care Regulate with strong disclosure, consent, and safety standards instead of bans

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Ethan McGowan

AI capital cheapens routine thinking and shifts work toward physical, contact-rich tasks Gains are strong on simple tasks but stall without investment in real-world capacity Schools should buy AI smartly, redesign assessments, and fund high-touch learning

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Catherine McGuire

Optimization isn’t segregation Impose variance thresholds and independent audits Require delivery reports and fairness controls The key statistic in the public debate isn't about clicks or conversions.

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David O'Neill

Older adults are missing out on generative AI Used well, it can boost independence and wellbeing Policy must make these tools senior-friendly In 2000, only 14% of Americans aged 65 and older were online.

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Ethan McGowan

Digital bank runs can drain banks in hours, outpacing current LAC rules. Raise LAC for mid-sized, high-digital banks using uninsured-deposit and network metrics AI-amplified rumors heighten correlation, so stress tests and resolution must run on 24-hour clocks

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David O'Neill

AI chatbots in education are mediators now, not replacements Set guardrails: upstream uses, training, human escalation, and source transparency Prepare for embodied systems next while protecting attention, care, and truth

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Catherine McGuire

AI spending is soaring, but unit economics remain weak for education Rising data-center capex and power costs will push up subscription and utility bills Schools should buy outcomes, not hype—tie payments to verified learning gains

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Ethan McGowan

Mind captioning maps visual brain patterns to text, but it’s pattern recognition—not mind reading In schools, keep it assistive only, with calibration, human-in-the-loop checks, and clear error budgets Adopt strict governance first: informed consent, mental-privacy protections, and audited model cards

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David O'Neill

Internal AI now performs junior work, collapsing the old apprenticeship Education must build AI finance talent—aim, audit, and explain models Policy should fund governance sandboxes to grow trusted hybrid roles The most meaningf

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Ethan McGowan

AI data centers are pushing grid costs onto households and schools Create a separate rate class with minimum bills, upfront upgrade payments, and full transparency Require self-supply or co-located power for very large campuses, with local community benefits

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David O'Neill

AI now touches most jobs—about 60% in advanced economies Hire for verified skills that complement AI, using portfolios, micro-credentials, and apprenticeships Redesign schooling around agentic AI to widen mobility and prevent exclusion

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Catherine McGuire

AI agents in education boost learning while cutting time Build home-first workflows for practice, planning, and records Scale with evidence and guardrails to protect equity and trust One data point should change our think

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Catherine McGuire

Korea excels at teen “creative thinking,” but adults lag in adaptive problem solving Generative AI automates routine tasks, so value shifts to AI cognitive extensions—framing, modeling, and auditing Reform exams, classroom routines, and admissions to reward those extensions, or the test-prep edge will fade

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David O'Neill

AI energy demand may surge—but isn’t guaranteed Nuclear later; near-term: renewables, storage, shifting Schools should plan for boom or bust with flexible procurement By 2030, global electricity generation for data c

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Ethan McGowan

AI adoption is concentrated on a few cloud and model providers, creating systemic fragility Correlated behavior and shared updates can amplify shocks across markets Regulators should stress-test correlation, mandate redundant rails, and map dependencies to safeguard AI financial stability

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David O'Neill

AI investment pays off in Southeast Asia only when paired with real workforce learning Training, workflow redesign, and governance turn tools into measurable productivity and wage gains Shift budgets from hardware to people so diffusion is broad, fast, and inclusive

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Ethan McGowan

Tiny city samples won’t close the 3.7–3.9 million-home gap Use real-time public and private data under shared standards and privacy rules Governments set rails, platforms supply feeds, and weekly human review turns signals into units

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Ethan McGowan

AI chatfishing hides bots in dating, removing consent and raising risks Declared AI companions can help, but still need strict guardrails Require clear disclosure, platform accountability, and education to close the consent gap When

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Keith Lee

Build a third AI stack for education Adopt an Airbus-style consortium for procurement Prioritize teacher time-savings, multilingual access, and audited safety A single number highlights the stakes: in 2024, Airbus

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