Analysis
Insurance Is Becoming Housing Policy
Coverage used to be a cost of owning a home. In riskier places, it is becoming the mechanism that decides what can be built, bought, and financed.
Policy
The Policy desk reads regulation as market structure: antitrust, data rules, industrial strategy, and the slow negotiations that decide who is allowed to build what.
Analysis
Antitrust Grows Up
For forty years, antitrust asked one question: are prices going up? A new generation of enforcers is asking harder ones.
Analysis
Who Owns the Training Set?
The most valuable input to modern AI was assembled before anyone agreed on who owned it. The bill for that omission is now being litigated.
Analysis
Industrial Policy Without the Slogans
Subsidy programs are easy to announce and hard to evaluate. Enough time has now passed to ask the uncomfortable question: did they work?
Field Note
The Privacy Rules Are Finally Boring
A patchwork of state privacy laws was supposed to be chaos. Instead it quietly converged into something companies can actually comply with.