Brilliant appointment. Jade has done exceptional work in government through AISI, and with her background in VC and frontier AI from the very beginning, she’s exactly the sort of person you want helping the UK prepare for the AI era

This prompts an interesting discussion about how these tools may soon be cultural artifacts.

Things like BBC historical video archives aren’t just great for understanding evolving values, but changing production techniques etc. Will compute costs eat these cultural phenomena?

So Chinese company Deepseek released their latest frontier grade LLM.

Some astounding context worth repeating:
-They only used 2000 GPUs on a budget of around $6m. This level of capability requires normally around a 16k GPU cluster
-Deepseek is literally a project ran by a Chinese hedge fund!

It would also be great to know what you think is Thatcher 3.0 exactly about the capital markets paper?

These seem to be critically motivated by scaling UK companies, + using mechanisms like advanced market commitments/shutting down AIM is definitely not the default posture of the s&t establishment!

And ultimately much of the work we wrote about is attempting to break away from a model of R&D that is hierarchical and target-driven.

First sc from NNP biotech, second sc from the first NNP

I guess I still am not sure what you really mean by 'near market'. The TBI advocates plenty of work that is trying to take foundational research+apply it to the market (e.g. Lab of Biodesign proposal in NNP biotech)

Then there's other work that strongly steers pvt sector investment (e.g. pensions)

Great discussion including @pahlkadot.bsky.social and @andrewgreenway.bsky.social on success stories in state capacity in the U.K.

One for the Bluesky Heads ™️ I think open.substack.com/pub/statecra...

Why is there a lot of disagreement amongst economists about AI productivity forecasts?

This article suggests differences in assumptions around speed of adoption, and if this adoption is concentrated to a small number of sectors.