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Reposted by Industrial Policy Group

Roosevelt Institute @rooseveltinstitute.org · 3d

AI infrastructure is surging, but broader US manufacturing investment is slowing.

The risk: an AI boom that enriches tech firms more than people. A smart industrial policy will translate AI’s surge into quality jobs.

An 🎯 piece from @ianrharnett.bsky.social www.ft.com/content/c7b9453e-f...

The AI capex endgame is approaching

The rapid building of excess capacity both extends bubbles and ultimately bursts them

www.ft.com

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Sander Tordoir @sandertordoir.bsky.social · 2d

"Industrial policy can never work" edition X.

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Industrial Policy Group @industrialpolicy.bsky.social · 3d

"a rise in protectionism after 1932 was inevitable regardless of who was in power, because the 1930s were years of trade destruction everywhere .... Also, to a point, protection worked. In the 1930s on average, higher tariffs were associated with better economic performance"

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Industrial Policy Group @industrialpolicy.bsky.social · 3d

This gets us thinking about the protectionism of the 1930s. There has been much criticism. But it was a protectionist time. Quoting @kevinhorourke.bsky.social and Cormac Ó Gráda in "The Irish economy during the century after partition" (Economic History Review, 2022) ....

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Industrial Policy Group @industrialpolicy.bsky.social · 3d

Featuring insightful input from many economists including IPG's @rjuhasz.bsky.social

Industrial Policy Group @industrialpolicy.bsky.social · 3d

"U.S. President Donald Trump’s America First economic vision is pushing Canada to follow suit" @theglobeandmail.com article on Canada's turn to industrial policy focused on stimulating domestic demand for products exported to the US.

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Industrial Policy Group @industrialpolicy.bsky.social · 3d

Highlights from @nathanlane.bsky.social's interview with @visiblehandpod.bsky.social: reflections on qualitative and hard econometric evidence in industrial policy studies, and the external validity of HCI drive successes: spillovers can apply broadly, but South Korea's bureaucracy was crucial. 🙌

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Industrial Policy Group @industrialpolicy.bsky.social · 4d

In some senses you can see this as a form of industrial policy stimulating the growth of the arts sector, this is great for those who like the arts and those who produce art! Assuming the implementation is good etc. etc. 🎨🎵✒️

Mike Sowden @mikeachim.bsky.social · 4d

Damn. This is amazing. £325 per week, paid monthly, for 3 years - and the result was a profit for the Irish economy:
www.citizensinformation.ie/en/employmen...

Post from Threads user rodneyowl: "Ireland has declared the Basic Income for Artists scheme permanent. This will be officially announced in tomorrow’s budget. Details to follow. Congratulations to all who fought for it and the present and future artists of all sorts in Ireland. That includes me 👌We’re just comin to the end of a 3 year pilot scheme. It’s been a roaring success. For every €1 paid out to the 2000 participants, the government got €1.46 back. Can’t argue with that. Other countries are already taking note."

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The Globe and Mail @theglobeandmail.com · 4d

Radical Ventures closes $650-million early-stage AI fund

Toronto VC player ups its bet at a time when the market looks increasingly frothy

www.theglobeandmail.com

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Industrial Policy Group @industrialpolicy.bsky.social · 4d

Fantastic piece by @theglobeandmail.com on how smaller countries are grappling with the consequences of America First! 🙌🙌https://www.theglobeandmail.com/business/economy/article-trump-america-first-canada-economic-nationalism/

Pushed by Trump, Canada enters a new era of economic nationalism

The U.S. President’s ‘America First’ economic vision is pushing Ottawa to reach for a Canada First toolkit – one that would have been inconceivable a year ago

www.theglobeandmail.com

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Industrial Policy Group @industrialpolicy.bsky.social · 4d

Our co-founder @nathanlane.bsky.social featured on @visiblehandpod.bsky.social for a fascinating conversation on South Korea's Industrial Policy! 🙌

The Visible Hand Podcast @visiblehandpod.bsky.social · 11d

Nathan Lane on South Korea's Industrial Policy: www.thevisiblehand.uk/episodes/epi...

Episode 96: Nathan Lane on South Korea’s Industrial Policy — The Visible Hand

www.thevisiblehand.uk

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Industrial Policy Group @industrialpolicy.bsky.social · 4d

Also see on our media page! krill-armadillo-z783.squarespace.com/media

General 2 — The Industrial Policy Group

The Industrial Policy Group's economics research on industrial policy has appeared in The Economist, WSJ, NPR, Financial Times, and more.

krill-armadillo-z783.squarespace.com

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Industrial Policy Group @industrialpolicy.bsky.social · 4d

IPG's @nathanlane.bsky.social spoke to EconomyChosun on the South Korea Petrochemicals industry in light of the recent government industrial restructuring plan. Great insights. Industrial policy in managing challenging times, the importance of involving companies, setting realistic expectations. 🙌

조선비즈가 만드는 프리미엄 경제 주간지 - 이코노미조선

경제경영계의 오피니언 리더들에게 유익한 정보와 인사이트를 제공합니다

economychosun.com

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Industrial Policy Group @industrialpolicy.bsky.social · 7d

This is very interesting!

Council of Canadian Innovators @canadianinnovators.org · 7d

In the latest Mooseworks, CCI Director of Policy and Research Laurent Carbonneau considers how innovation could play a role in addressing housing affordability.

Read the full piece here: www.canadianinnovators.org/content/from-artisanal-to-industrial-transforming-canadas-homebuilding-industry

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Industrial Policy Group @industrialpolicy.bsky.social · 7d

Reflections:
1. The rhetoric and justifications for industrial policy are often far from straightforward correcting of market failures
2. The US example uses an ownership stake as a form of industrial policy as they have recently done with Intel: there is much more to learn about this form of IP.

Industrial Policy Group @industrialpolicy.bsky.social · 7d

Two events this week in Industrial Policy practice:
1. Keir Starmer's Labour Party Conference speech places industrial policy as central to "national renewal" 💫
2. The US government bought a 5% equity stake in Lithium Americas aiming to secure supply chains for batteries and EVs 🔋

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Industrial Policy Group @industrialpolicy.bsky.social · 8d

Great guide to context engineering from the Anthropic team www.anthropic.com/engineering/... @anthropic.com

Effective context engineering for AI agents

Anthropic is an AI safety and research company that's working to build reliable, interpretable, and steerable AI systems.

www.anthropic.com

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Ember @ember-energy.org · 8d

From EVs to batteries to heat pumps and more, clean technology is transforming the economics and geopolitics of energy.

Take a crash course in electrotech with these episodes from Energi Media:

https://www.youtube.com/watch?v=IC6ToNSeerE&list=PL0nvJ0fD_HvCBDfjyv88jVS07N0Bljhcb

- YouTube

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

www.youtube.com

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Kiel Institut @kiel.institute · 8d

We’re super excited to welcome Katharina Erhardt as the new Head of our Industrial Policy Lab—a joint project with @zew.de & @delorsberlin.bsky.social.
In a joint professorship with @hhu.de / @dice.hhu.de, Katharina will also further strengthen our Research Center Trade 👋!

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Industrial Policy Group @industrialpolicy.bsky.social · 8d

Very interesting work by @lowyinstitute.bsky.social. Ambitious green industrial policy goals are exciting, but we agree success requires more. The institutions tasked with policy design and implementation must have the capacity and incentives to deliver.

The Lowy Institute @lowyinstitute.bsky.social · 8d

“Observers of Indonesia’s past COP campaigns note a recurring pattern: the projects presented often…” Read Bhima Yudhistira Adhinegara and Muhammad Zulfikar Rakhmat in The Interpreter.
https://www.lowyinstitute.org/the-interpreter/indonesia-s-green-industrial-policy-ahead-cop30

Indonesia’s green industrial policy ahead of COP30

Jakarta is playing a balancing act between business wins and climate objectives. Can it work?

www.lowyinstitute.org

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Cooper Hamilton @cooperhamilton.bsky.social · 10d

"Chinese factories installed nearly 300,000 new industrial robots last year alone ... the United States, the world’s largest economy, installed a mere 34,000."

China has an industrial policy. The US has whatever Trump sees a story about on Fox News.

www.zmescience.com/science/chin...

China Now Has More Factory Robots Than the Rest of the World Combined

China’s robot army is reshaping the world as we know it.

www.zmescience.com

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Todd Tucker @toddntucker.com · 10d

Australian government industrial policy around quantum computing includes $610m in PsiQuantum, $13m Quantum Australia Fund, and investments by National Reconstruction Fund, reports
@nicfildes.ft.com .
www.ft.com/content/3bac...

Australia emerges as quantum computing player with role in Microsoft chip

Advances in the technology have been made possible by sustained government funding since the 1990s

www.ft.com

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The Economist @economist.com · 9d

The strength of demand for generative AI may be the most critical factor determining whether an infrastructure boom ends in a bust. But three aspects add to the uncertainty

The murky economics of the data-centre investment boom

econ.st

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ECFR @ecfr.eu · 9d

China is scooping up supply chain information as part of its trade restrictions. Europe lags behind in economic intelligence, but there is a way to start closing this gap with a low-cost, low-bureaucracy, high-impact step, writes @jankaoertel.bsky.social @ecfrasia.bsky.social
https://bit.ly/4mCDg6p

Carbon copy: How Europe can narrow the economic intelligence gap with China

China is scooping up supply chain information as part of its trade restrictions. Europe lags behind in economic intelligence, but there is a way to start closing this gap with a low-cost…

ecfr.eu

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Internet Archive @archive.org · 9d

🌐 From the first web page created in 1991… to 1 trillion web pages archived today.

Every meme, blog, tweet & vanished site is part of our shared story. This is our collective memory. And it’s being saved.

Join in our celebration this October: blog.archive.org/trillion/

#Wayback1T #WaybackMachine

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