







Regulation & Market Design | Windfall Policy Atlas
What rules and institutional structures will shape how AI-driven economic value is created and distributed?

It’s Back. Congress Gears Up for Year-End Fight Over Moratorium on AI Laws. | TechPolicy.Press
A proposed federal moratorium on enforcement of state AI laws failed last summer, but lawmakers have resurrected the idea, writes Cristiano Lima-Strong.

The line and the stream. — Ethan Marcotte
“Artificial intelligence is the future,” they tell me. The thing is, futures are tricky.

A brief history of AI executives calling for regulation
The industry is in a panic, but it’s been claiming to want legal guardrails for years — with few meaningful results.

Stockmarkets are booming. But the good times are unlikely to last
Although AI is propelling valuations, there are deeper forces at work

Import AI 456: RSI and economic growth; radical optionality for AI regulation; and a neural computer
What laws does superintelligence demand?

Perpetual futures, explained
Capital efficiency for pros, leverage for bettors, rich yields for market makers, and a dangerous failure mode.

Behind the AI ‘Extinction’ Power Bid: Soaring Costs Could Hit 10% of World GDP
AI firms are invoking unproven extinction warnings to justify restrictions on developments by their smaller rivals whilst seeking greater influence over regulation

Study maps how ‘Big AI’ influences AI laws and oversight — Centre for Technomoral Futures
AI companies influence policy and regulation using similar techniques to Big Tobacco, Big Pharma and Big Oil, according to a new study by colleagues at University of Edinburgh, Trinity College Dublin, TU Delft and Carnegie Mellon University.

The Big Short, AI edition
Investors are buying protection against an AI bust, just like they did with mortgage-backed securities before 2008...

The AI Layoff Trap
If AI displaces human workers faster than the economy can reabsorb them, it risks eroding the very consumer demand firms depend on. We show that knowing this is not enough for firms to stop it. In...

The AI Buildout and the Material Trap
Why Strategic Necessity, Physical Bottlenecks, and Unsettled Economics Are Forcing Capital into a Constrained System


Report - Brace for Impact: Protecting People and the Economy when the AI Bubble Bursts — Open Markets Institute
Our report in partnership with Americans for Financial Reform outlines vulnerabilities in the financial system and wider economy that could intensify an AI crash into the next financial crisis, and provides steps that policymakers can take to mitigate the damage and protect everyday people from bear

AI Pacing Agreements: Legal Issues and Potential Strategies to Manage Them | Insights | Holland & Knight
AI pacing agreements aim to slow frontier AI development for safety but raise major antitrust risks and require careful structuring, oversight and safe harbors.

Up the Stack: How AI’s Escape From the Commodity Trap Risks Enterprise Lock-in
Critics and boosters are both looking in the wrong place
