IMHO possibly the most interesting question in finance and economics right now is the extent to which future AI dominance can retain any monopoly characteristics. People assume because it's "Silicon Valley" that those explosive network effects will necessarily pertain. They really might not... 1/

We won’t know the scale of AI’s jobs impact until late in the day. But if governments wait until then to prepare, state capacity will be grinding into gear just as people need support. I wrote for @politicshome.bsky.social on what government should do now: www.politicshome.com/news/article... 1/3

Among Gen Z AI’s net favourability is now minus 44, driven by fears about jobs, the environment, creativity. But there’s another trend that many have missed: AI just isn’t very cool. My latest post explores the trend, the reasons behind it, and the consequences for the OpenAI/Anthropic rivalry:

Time is running out for the UK to make a clear decision on where in the AI stack we can compete. Great to talk to @matildamartin.bsky.social for this piece on what comes next.

This shows just how limited our regulatory leverage is - US tech companies hold all the cards. But not everywhere. Some digital markets are genuinely still competitive. That's why the window to act is so narrow, we need to embed competition now, before AI follows the same path.

If AI starts to be a major source of information for people - it really matters where it gets information from. It is probably more complicated than AI having a clear political bias, but more transparency from AI companies is the bear minimum we need to understand what is going on here.

Missing from the “will AI replace doctors?” debate is that doctors (and lawyers and psychologists and bankers) all vote & form the donor base to political parties & have deep community ties & sit in Congress. The government will largely determine what AI is allowed to do, no matter what it can do.

Liz Kendall is right that our dependence on a handful of US tech companies is a national security risk. Three US tech companies control 80% of UK cloud infrastructure, we don’t have a single frontier AI company in the UK, and AI firms are increasingly deciding who gets access to their models. 🧵

In the US, the Democrats are already making AI a major part of their campaigns. I wrote about what Labour might learn from this, and why it isn't so easy for our politicians to ride any tidal wave of anti-AI sentiment. labourlist.org/2026/04/the-...

AI rose in salience more than any other issue for US voters last year, with backlash from creatives, X-risk activists, parents, workers, environmentalists and more We expect pressure to build in 2026 as AI gets even more capable, and @ippr.org we argue governments need to urgently spread the upside

Great to see the UK ditch plans to give AI companies a free-for-all on how they use creators' data. But as government continues to sit on the fence, we are missing opportunities to shape a licensing market that is already emerging by supporting collective bargaining for creatives 1/2

Particularly excited about the AI agenda taking some good shape. IPPR has long called for UK focussing on AI application layer, do more on sovereign AI, use procurement more actively + track AI economic impacts. Eg here: www.ippr.org/articles/the...

The BBC is facing a series of lose-lose choices. Partner with Big Tech and risk compromising what makes it unique. Or resist and fail to reach the audiences it exists to serve. @sofiahewson.bsky.social and I consider how Charter Renewal can help change this. 1/5

So far, AI companies have held all the power to decide how they use journalists' work. Today, the UK news industry have started to change this with a new coalition that gives journalism a collective voice to push back - exactly the sort of initiative we call for in our latest @ippr.org report. 1/3

NEW: The policies of today will shape AI tools of the future. Let's make sure it improves - not destroys - our news environment. 👇

AI is transforming our information environment - but is it reliably delivering news content to the public? We tested four AI tools to find out and our results reveal worrying trends:

AI is becoming a new front door to the news - 40% of 18-24 year olds use AI for information weekly and Google AI overviews reach 2 billion a month. But we find AI isn't reliably surfacing news content - with implications for public access to information and media plurality. Full report @ippr.org