Michael Wan @michaelwan_cc
I write about investing through a macro lens. Economist | Investing | Macro Singapore Joined May 2010-
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India rightly celebrated the late summer news that half of installed power capacity comes from renewables. But- very little is actually used in the grids! Storage, plus investments in weather forecasting, load forecasting, transmission, etc- need to sustain momentum.
India rightly celebrated the late summer news that half of installed power capacity comes from renewables. But- very little is actually used in the grids! Storage, plus investments in weather forecasting, load forecasting, transmission, etc- need to sustain momentum.
AI: Five charts that put data-centre energy use – and emissions – into context | @Josh_Gabbatiss Read here: buff.ly/pocZB1r
Most notable takeaway: the day-after plan is for a "Board of Peace" to govern Gaza (on terms that suggest an indefinite period), with an international force meant to take over security from the IDF--again, on an indefinite basis. PA takes over only when reforms have been made.
Most notable takeaway: the day-after plan is for a "Board of Peace" to govern Gaza (on terms that suggest an indefinite period), with an international force meant to take over security from the IDF--again, on an indefinite basis. PA takes over only when reforms have been made.
On India and the Rebalancing of Asia: An extract from my latest book in @ForeignPolicy foreignpolicy.com/2025/09/26/ind…
Here are the current effective tariff rates on Pharmaceutical Products from WSL SECTORTARIFFS <GO>, as Trump threatens a 100% tariff on branded, patented products—unless a company is building a pharmaceutical manufacturing plant in America.
The more US export controls try & freeze China in place, the more they risk forcing Chinese AI firms to go all in on developing a homegrown AI ecosystem, when existing controls already lock in a massive compute gap, writes @ChorzempaMartin. foreignpolicy.com/2025/09/19/ai-…
It's becoming increasingly clear that gpt5 can solve MINOR open math problems, those that would require a day/few days of a good PhD student. Ofc it's not a 100% guarantee, eg below gpt5 solves 3/5 optimization conjectures. Imo full impact of this has yet to be internalized...
Some useful findings: 1) Working with AI boosts the performance of people solving math, science & ethics questions 2) The biggest boost is for the hardest problems 3) High performers remain highest performing, but low performers gain more 4) People who are good with AI gain most
🏁 GLOBAL TALENT RACE UPDATE: 🇺🇸 USA: $100K fee + wage lottery 🇨🇦 Canada: Express Entry points system 🇨🇳 China: Free K visa program 🇸🇬 Singapore: Tech.Pass for talent 🇮🇳 India: New schemes for calling Indian talent back America just made the game more expensive AND more…
Official data is in today, and America set a new record-high for solar power in July, with generation up 30% compared to last year!
On Presidents Putin, Xi and trans-humanism:
NEW H-1B VISA ALLOCATION RULE OUT What is it? The new proposed H-1B visa rule to switch from a pure lottery for the 85,000 visas (where 20,000 are reserved for those with advanced degrees) to a weighted-lottery by "wage level." The wage levels are determined by the Department of…
Economists must take seriously the transformative implications of AI for the economy: -economic growth -science and innovation -inequality -concentration of power -geo-economics -information and knowledge flows -catastrophic risk -new measures of well-being and -transition…
Economists must take seriously the transformative implications of AI for the economy: -economic growth -science and innovation -inequality -concentration of power -geo-economics -information and knowledge flows -catastrophic risk -new measures of well-being and -transition…
President Trump’s new H-1B visa requirement applies only to NEW, prospective petitions that have not yet been filed. Petitions submitted prior to September 21, 2025 are not affected. uscis.gov/sites/default/…
Live from Palo Alto! "The Economics of Transformative AI" @nberpubs workshop. I will be trying to live tweet (mega jet lagged--flew from HKG--, so I really hope I can keep it up) the papers presented. Watch this thread Here is the fantastic line up nber.org/conferences/ec…
Some new theoretical economics papers looking at the implications of AGI. These two papers argue that a true AGI-level AI (equivalent to a human genius), if achieved, would eventually displace most human labor and reduce the economic value of remaining human work to near-zero.
AI in HR: in an experiment with 70,000 applicants in the Philippines, an LLM voice recruiter beat humans in hiring customer service reps, with 12% more offers & 18% more starts. Also better matches (17% higher 1-month retention), less gender discrimination & equal satisfaction.
Fact Sheet: President Donald J. Trump Suspends the Entry of Certain Alien Nonimmigrant Workers whitehouse.gov/fact-sheets/20…
To be clear: 1.) This is NOT an annual fee. It’s a one-time fee that applies only to the petition. 2.) Those who already hold H-1B visas and are currently outside of the country right now will NOT be charged $100,000 to re-enter. H-1B visa holders can leave and re-enter the…
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