🚨BREAKING🚨 AI cannot be built without talent. In an increasingly competitive AI landscape, how is talent flowing, especially in the post-pandemic era? By examining 1,500+ career profiles, AJ Cortese and I updated our Global AI Talent Tracker 2.0 and found: 1️⃣The US remains

Is there any organization out there that does better infographics than MacroPolo? Man, this is mesmerizing. macropolo.org/digital-projec…

"The United States remains the top destination for top-tier AI talent to work. Within US institutions, researchers of American and Chinese origin (based on undergraduate degrees) comprise 75% of the top-tier AI talent." Mesmerizing visual MacroPolo macropolo.org/digital-projec…

I've been waiting for an update to this study for a long time. It confirms in AI a trend happening across science & tech fields: China is gaining share in elite research, and the US is beginning to lose attractiveness among top talent. A few relevant stories 🧵ed below.

Explore our Global AI Talent Tracker 2.0! It analyzes the global flow of top AI talents, key to shaping the future of innovation. The US remains the premier destination, but other nations have made progress since 2019... How does your country stack up? macropolo.org/digital-projec…

Ruihan Huang Kevin Klyman AJ Cortese Fascinating. Check out our relevant preprint on US-China collaborations in AI which has a migration component as well: doi.org/10.48550/arXiv…

A lot to reflect upon in latest AI Talent Tracker from MacroPolo. The big talent pool of 🇨🇳. The attractiveness of 🇺🇸. The weak position of 🇪🇺. The no-show of 🇷🇺.

耶伦完全结束了访华之旅，简要做几点分析： 1、本次耶伦访华主要目的有四： 一是，推进旧金山会晤达成的合作； 二是，提出新的关切（重点）； 三是，为美方近期对华限制措施频出做辩护，防止中方误判，避免擦枪走火； 四是，了解中国经济恢复情况。 2、目的一，主要有两个成果：

An analysis by South China Morning Post shows that “86% of goals set in Made in China 2025 have been achieved, with some others likely to be completed later this year or next. Meanwhile some of the targets like EV have been well surpassed.” scmp.com/news/china/sci…

“The price decline has more to do with huge supply ramp-up than with lower demand for magnets. We focuses on what appears to be Chinese suppliers’ role in averting a supply crunch and its implications for the global cleantech supply chain.” Great piece AJ Cortese Amy Ouyang

May 22 is the world biodiversity day. As we now grapple with the looming nature crisis compounded by climate change, it’s time to revisit the origin of nature and what the government, business, and citizens can do. Great piece Paulson Institute Conservation Paulson Institute paulsoninstitute.org/conservation/c…

最近2023年全国公积金报告出来了，缴纳公积金的总人数达到1.74亿人，人均年缴存金额达到1.99万元。照理说，能够缴存公积金的个人在中国怎么算，都是属于社会中产或者中高产阶级。所以我把2015年至今的数据都拉了下，我觉得应该能够从数据看出，为什么每年的宏观经济数据都在增，但是年轻人尤其是高校毕

🌊 WAVE, powered by FII Institute , was delighted to be part of the FII PRIORITY Summit in Rio de Janeiro from June 11-13. WAVE´s Rym Baouendi and #Basilinna CEO Deborah Lehr led a discussion at #FIIPriority#Rio with members from government, NGOs, entrepreneurs and the financial sector

Although China set a higher growth target than we expected in March, reality is dictating that the country’s growth will decline to closer to the 4.5% that we had anticipated. See our latest Macro Outlook on the constraints China’s economy faces in 2H2024: macropolo.org/analysis/2h202…

I've gone through the financials for automakers representing ~70% of China's NEV production. Contrary to popular belief, NEVs are profitable in aggregate, with the lionshare of the gross margin and profits concentrated with BYD and CATL.

Can pair it with this (1000% unscientific) graph I made of how Silicon Valley's views on China changed over the course of a decade.

💹China’s IPO is stirring again—but don’t expect a full comeback, and that’s by design. My mentor Deborah Lehr and I unpack the recent rebound, Beijing's push to favor tech & consumption IPOs, and how HK is riding the momentum of Chinese firms going global. basilinna.com/insights/talki…

Two of my formerly China based VC friends (Sharon Chen and Roger Zhang) are writing a newsletter on Chinese manufacturing. Link in reply

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