Overview: April’s adds skewed toward (1) industrial policy + geopolitics, (2) the “physical world” (manufacturing, robotics, space, energy), and (3) AI’s next bottlenecks (verification, data, deployment). The 10 picks below are the ones that felt most “load-bearing” across those themes.
Summary
A policy blueprint arguing that “AI capability” is becoming a strategic national input (like energy or steel once were), and that competitiveness will depend on coordinated policy across compute, energy, chips, workforce, and permitting—rather than isolated R&D funding.
Key points
So what?
For investing: the “durable” opportunities may be less in model novelty and more in enabling infrastructure (power, cooling, grid, semiconductor tooling, compliant deployment) that turns capability into throughput.
Summary
A macro framing that the globalization era (rising trade + liberalized capital flows) is giving way to “modern mercantilism,” where national self-interest, security-of-supply, and strategic control reshape trade, capital allocation, and monetary dynamics.
Key points