Innovation

A new study in Nature Machine Intelligence suggests AI may do more than summarise knowledge or accelerate discovery. It may begin to shape which scientific questions are noticed first. When AI Starts Predicting the Next Scientific QuestionWe have grown used to thinking about AI as an answer machine. It summarises papers, organises data, generates hypotheses, and accelerates analysis. In that familiar picture, AI helps scientists move faster toward results that humans still define. ...

What EDM Reveals About the Twin Structure of Scientific Innovation EDM is not just a better academic metric. It points to a deeper truth: real breakthroughs often emerge through parallel convergence, not singular genius. A new paper on the Embedding Disruptiveness Measure (EDM) — a method designed to detect truly disruptive science — raises an old question: why do we remember breakthroughs as if they belonged to one person? In recent weeks, much of my writing has focused on AI infrastructure, supply-chain leverage, and the hidden concentration of power beneath the semiconductor stack. But behind those industrial bottlenecks lies a deeper upstream question that has stayed with me: how do real breakthroughs actually emerge, and why are they so often remembered as the victory of a single name? ...

A new working paper suggests that markets often reward narrative clarity more than scientific spillovers. By Po-Sung(Sinclair) Huang We like to think capital markets reward great science. In biopharma, that is only partly true. In a new working paper, I compare market capitalisation with forward citations — a proxy for how much others are actually using a firm’s research. What emerges is not a smooth relationship, but a striking pricing gap. ...