Insights
Rigorous analysis at the intersection of economics, technology, and global governance — grounded in game theory, mechanism design, and empirical evidence.
The Nash Equilibrium of Cross-Border Data Governance
A game-theoretic analysis of how nations' individually rational data sovereignty policies create a collective action problem that suppresses global digital trade by an estimated 15–25%.
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The AI Governance Trilemma: Innovation, Safety, and Global Competitiveness
A game-theoretic analysis of the impossible triangle facing regulators as the US, EU, and China compete to shape the global AI governance landscape through divergent regulatory strategies.
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Generative AI and Intellectual Property Governance
The tension between AI training on copyrighted data, fair use doctrines across jurisdictions, and the economic implications for creative industries valued at $2.6 trillion globally.
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Space Economy and Satellite Internet Governance
LEO mega-constellations have quadrupled active satellites since 2020. This report analyses orbital congestion, spectrum allocation, and connectivity equity through commons economics and game theory.
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Central Bank Digital Currencies and the Coordination Game of Monetary Systems
With 134 countries exploring CBDCs, the architecture choices made today will shape monetary systems for decades. This analysis applies coordination game theory to map the strategic landscape.
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Quantum Computing and the Post-Quantum Cryptographic Transition
The post-quantum cryptographic transition is not primarily a technical challenge but an institutional coordination game — and the current equilibrium of delay is systemically dangerous.
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AI Compute and the Stackelberg Structure of Semiconductor Supply Chains
Advanced semiconductor fabrication exhibits extreme geographic concentration — the top 3 facilities produce 92% of sub-5nm chips. We model this as a Stackelberg game to quantify systemic fragility.
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Digital Health Data Governance Frameworks
Cross-border health data flows, genomic data sovereignty, and WHO frameworks — analysing the tension between pandemic preparedness and privacy through public goods theory.
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Sovereign Wealth Funds and Strategic Tech Investment
Sovereign wealth funds have shifted 22% of portfolios to strategic technology. This paper models sovereign investment competition as a Stackelberg game with implications for global tech markets.
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Global Digital Tax Architecture: A Mechanism Design Analysis
The OECD's Two-Pillar Solution to digital taxation reveals fundamental mechanism design challenges. This analysis examines incentive compatibility and proposes institutional improvements.
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Cybersecurity Collective Action and Critical Infrastructure Protection
With cybercrime costs reaching $10.5 trillion annually, cybersecurity exhibits classic public goods characteristics with free-rider problems that demand institutional solutions.
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Digital Public Infrastructure: The Economic Multiplier Effect Across Emerging Markets
Analysis of real-time payment systems (UPI, Pix, M-Pesa) reveals that digital public infrastructure acts as an economic multiplier far exceeding traditional infrastructure investment returns.
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Supply Chain Resilience and Digital Twins
How digital twin technology and blockchain-based provenance systems can address the information asymmetries and coordination failures underlying supply chain fragility.
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Open Source AI and the Innovation Commons
Public goods analysis of open-source foundation models, the free-rider problem in AI safety research, and governance frameworks for shared AI infrastructure.
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Platform Governance and Digital Markets Regulation
Digital platform concentration is striking and persistent. This analysis examines the DMA, US antitrust, and Japan's TFDPA through the lens of two-sided market theory and regulatory competition.
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Mechanism Design for Global Carbon Credit Markets
Voluntary carbon markets face a credibility crisis. We apply Vickrey-Clarke-Groves mechanism design to propose market structures that align individual incentives with climate outcomes.
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Cross-Border Payment Interoperability and Network Economics
mBridge, Project Nexus, and SWIFT Transaction Manager represent competing architectures for cross-border payment interoperability — a coordination game with geopolitical stakes.
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Algorithmic Governance and Public Sector AI Accountability
Fairness-accuracy trade-offs in government AI systems, the impossibility of simultaneous algorithmic fairness criteria, and the case for continuous audit mechanisms.
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Climate Tech and the Green Digital Transition
Digital infrastructure consumes 1.5–2% of global electricity and rising fast. This report analyses the tension between digital transformation and decarbonisation through externality theory.
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Digital Identity Systems and Financial Inclusion
An estimated 850 million people lack official identification. This comparative analysis examines how digital ID systems in India, the EU, and Africa are transforming financial inclusion.
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Smart Cities and Urban Digital Infrastructure
Comparative analysis of Singapore, Barcelona, and Seoul smart city models reveals fundamental trade-offs between operational efficiency, privacy, and democratic governance.
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Industrial Policy and the Semiconductor Sovereignty Subsidy Race
CHIPS Act, EU Chips Act, and Asian subsidy programmes analysed as a multi-player Prisoner's Dilemma — with $380 billion in fiscal commitments and growing overcapacity risk.
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Information Integrity and Platform Accountability
Disinformation as negative externality, content moderation as public good provision, and comparative analysis of the DSA, Section 230 reform proposals, and Brazil's approach.
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Ageing Societies and Digital Inclusion Policy
The demographic digital divide costs OECD economies an estimated $1.5 trillion annually. This report analyses digital exclusion of older adults as a market failure requiring policy intervention.
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