Archive - Threading the Needle

The Night Before Preemption

Three dynamics to watch as the fighting begins

Nov 26 •

How To Grow Too Big To Fail

When AI developers overplay their strategic indispensability, they risk undermining pro-AI policy writ large

Nov 19 •

AI & Jobs: Leverage without Labor

Would humans flourish under full automation?

Nov 5 •

October 2025

When Should Nations Sell Their Data?

Service economies might have to treat data as a strategic asset beyond privacy politics

Oct 29 •

The Future of AI Export Deals

AI developers can build moats by making country-level exports work for everyone

Oct 23

The Devil You Know

A second look at the tech right

Oct 16 •

A Preemption Deal Worth Making

Making the best of borrowed time

Oct 8 •

AI & Child Safety: Against Narrow Solutions

How to navigate a political forcing function

Oct 1 •

September 2025

Making American AI Export Promotion Work

How to sell the American stack to an uninformed world

Sep 24 •

A Strategic Case for H20 Chip Exports

Retracing the argument for exporting inference capacity

Sep 17 •

AI, Jobs, and the Rest of the World

No one but America has the leverage to get AI labor policy right

Sep 9 •

Don’t Build An AI Safety Movement

Once again, the field is summoning spirits it cannot control

Sep 3 •

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