Part 1: Paul Tucker | US-China Competition
Four possible scenarios for US-China relations
OpenAI | Quick Take on GPT-4.5 Model Release
Going full circle on transformer architecture. Probably a flop
NVIDIA | Quick Preview Q4
Don’t expect DeepSeek clarity on the future of AI
Russia-Ukraine | US Minerals Deal
Brief comments and updates from the frontline
LEAKED DRAFT | US-Ukraine Minerals Term Sheet Agreement
Here’s what’s inside the agreement
SOM: Year Ahead 2025 | American Exceptionalism Just Starting
Will the rise of American’s economic exceptionalism continue under Trump?
EU/ECB | Tusk | Poland | Russian Asset Seizures | Ukraine
Why borrow legally when you can steal?
Russian Economy | FT | Sergei Guriev
Is Russia’s economy really faltering?
Russia-Ukraine | Freedman | War Narratives
The chickens come home to roost…
Mark Galeotti | Thoughts from the MSC
Munich Security Conference debrief… from an (actual) attendee and (real) Russia expert