Founder @minervapolicy, working on AI policy and geopolitics. Senior Advisor at @ASG. @EurasiaGroup, @FT, and @Reuters alum.

Washington, DC
Joined March 2007
Kevin Allison retweeted
1/ It would be malpractice for PRC diplomats not to try to capitalize on this and future flare-ups between US and others. We’ll see more of this. Trump will blow up more relationships. Even so, I’m unconvinced the PRC will have great success capitalizing for three reasons 🧵
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Kevin Allison retweeted
The key principle of the diffusion framework: build your AI infrastructure in the US and partnered nations. This reflects reality—most AI compute is already here, and if deployed globally it's mostly US companies. Access follows clear pathways based on company HQ and location 1/
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Would 100% read a book about the quirkier side of strategic reserves. You've got Polish butter, Canadian maple syrup; the US stockpiles frozen chicken meat, in addition to oil, vaccines, etc. What else?
Poland taps Strategic Butter Reserve to reduce prices ahead of elections Poland maintains strategic ambiguity about the size of its Strategic Butter Reserve
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Poland taps Strategic Butter Reserve to reduce prices ahead of elections Poland maintains strategic ambiguity about the size of its Strategic Butter Reserve
The Polish government is releasing 1,000 tonnes of butter from its strategic reserves in an effort to stabilise prices. The rising cost of butter has become the subject of a political dispute, with the opposition blaming the government for the situation notesfrompoland.com/2024/12/…
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This looks.... **HUGE** The DC Circuit has ruled that CEQ has no authority to issue binding regulations, theoretically axing decades of regs. NEPA is a simply 5 page law. CEQ regs + litigation are the teeth that turn a 5 page law into 1000 page reviews. xitter.cf/EnergyLawProf/status/1…
Huge decision holding that CEQ never had authority to issue the National Environmental Policy Act regulations that have been used for nearly half a century
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Interesting!
I just read the paper in full; it is even more spectacular than I initially thought. A short thread about the results and their significance.
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Kevin Allison retweeted
NEW: What does Trump’s win mean for the Chips Act? 1. It’s extremely unlikely that the program goes away 2. Companies, already anxious to finalize awards, are now more anxious 3. Republicans are eyeing reforms of what they consider social provisions 🧵bloomberg.com/news/articles/…
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Here's a story about the the time I might have met the *real* Satoshi Nakamoto. It's 2008, and I'm working in the @FinancialTimes's San Francisco bureau... 🧵
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As the door swings shut, the man, clutching his paper, turns and yells over his shoulder: "BUT I'M LAUNCHING A NEW CURRENCY!"
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And that is my 100% true story of how I definitely, probably, maybe met the real Satoshi Nakamoto. ###
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