A national commission headed by Eric Schmidt of Google made a series of recommendations to keep pace with China’s massive investment in AI as well as its significant strides in public-private cooperation. After reviewing the commission’s report as well as another report by the Congressional Research Service on AI, we conclude that the US intends to go down a road of “China-lite”. It just might be capitalism with socialist characteristics. The summary PDFs can be found [...]
Paul Schulte has had a career in equity research which spans 22 years on both the buy and sell sides covering the Asian and emerging markets. He also has 5 years of government policy experience in emerging markets. He has been frequently ranked in top-five…read more
Philosophy
The Schulte Research Report focuses on banks, bank credit, liquidity & corporate solvency. Bank credit drives economics, not the…read more