Silicon Continent

What do consultants get paid for?

The analysis is the easy part

Jul 30 • Luis Garicano

127

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AI and Messy Jobs

Luis Garicano | Episode 164

Published on Markus' Academy • Jul 9

How to avoid being held up by the labs

Open banking, harnesses, and the strongest economic force of all

Jul 6 • Luis Garicano

41

7

8

June 2026

Nineteen thoughts on AI and Europe

Protectionism and industrial policy won't fix our problems

Jun 14 • Pieter Garicano and Simon Grimm

119

27

14

May 2026

The Mismeasurement of European Productivity (Revised)

Comparing prices across countries is not the same as comparing them across time

May 31 • Antonin Bergeaud and Luis Garicano

57

9

9

Three theses on AI value capture

Implications for Middle Powers

May 22 • Luis Garicano

75

16

11

European stagnation is real

Paul Krugman, iPhones, and the walking around test

May 12 • Pieter Garicano and Luis Garicano

655

248

93

The two Europes

Europe’s security shock is deepening its economic divide

May 7 • Luis Garicano and Olivier Kooi

134

9

30

April 2026

The task is not the job

A supply-side answer to Amodei and Imas

Apr 24 • Luis Garicano

155

12

38

What explains heterogeneity in AI adoption?

Management and incentives matter

Apr 9 • Luis Garicano

68

4

14

March 2026

The Smart Second Mover, Part II

Lessons from Ukraine and China on how to mobilize public sector demand

Mar 27 • Luis Garicano

30

6

3

Calling something the 28th regime does not make it one

The trick to achieve more is to cover less

Mar 17 • Luis Garicano and Ulrike Malmendier

41

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