$18B in pharma deals and AI 40% trade growth
chamath.substack.com · 833 words · saved by 1 readers
A summary of the interesting content that I consumed this past week…
What I Read This Week: a summary of the content that I consumed this past week… Caught My Eye… 1) The Trade Map: AI Drove One-Third of Global Growth McKinsey recently published “Geopolitics and the Geometry of Global Trade: 2026 Update”, covering economies that account for more than 90% of global commerce. The main finding was that AI-related trade, including semiconductors, servers, networking equipment, and data-center hardware, grew by close to 40% in 2025, compared with a 6.5% global average, and accounted for roughly 30% of total trade growth. The April 2025 Liberation Day tariffs…
related reading
- AGI Tradesdanielgross.com
- Semafor - An intelligent, transparent global news platform for breaking stories, analysis and videosemafor.com
- Dario Amodei — On DeepSeek and Export Controlsdarioamodei.com
- 2028: Two scenarios for global AI leadership \ Anthropicanthropic.com
- AGI Tradesdcgross.com
- U.S. Bureau of Economic Analysis (BEA)bea.gov
- The Nvidia-sized hole in US GDP statisticsepoch.ai
- Forecasts of AI & Economic Growth | Tom Cunningham – Tom Cunninghamtecunningham.github.io
- Making AI Export Promotion Workwriting.antonleicht.me
- The Myth of the Global | Foreign Affairsforeignaffairs.com
- The Myth of the Global | Foreign Affairsforeignaffairs.com
- Nvidia and the Chip War - Rest of Worldrestofworld.org