N. Irish. Economist and writer. Prev: @HarvardHBS and @MIT. Ad astra. 🚀
Boston - London
- Tweets 6,518
- Following 2,031
- Followers 14,712
- Likes 2,235
Pinned Tweet
The enshittification of Ireland and the hollowing out of our institutions is the single largest threat to Irish civil society and prosperity.
In this damning piece, I'm going into more detail about the graph I posted yesterday: why it's happening in Ireland, why the way we're thinking about the protests is entirely wrong, and what this means for our collective governance. Link to the article is below!
67
334
1,396
186,772
My latest in the FT: Not even SpaceX can be bothered with the space industry anymore 🤡🚀
2
7
28
6,893
The IMF paper Minister Byrne is citing excludes Ukraine by name (“much larger size and on-going military conflict”). It in no way shows an economic upside from Ukrainian accession, with Ireland only appearing as footnote. I would LOVE for politicians to have this debate with voters, in Ireland, instead of obfuscating obvious economic realities.
EU enlargement is not only in our political and strategic interests, but also our economic interests.
Evidence shows us that existing EU member states stand to benefit economically from the expansion of the EU.
For more, see ➡️ gov.ie/en/department-of-fore…
15
33
156
9,989
Needless to say, I support Ukraine. But the most basic, back of the envelope math shows that the current accession plan will create huge economic loss for Ireland. If we are to support this, we should at least be honest about the needed changes to our economic model, and how to implement them.
3
1
22
803
Per my Irish Times column today:
“But this does not absolve our politicians from having an urgently needed debate around whether the new industrial architecture of Europe – one that is replacing the economy in which Ireland thrives – will work for Ireland. And what we will do if it does not.”
Ireland is missing out on the benefits of Europe’s defence spending boom because it lacks a significant defence industry, Minister of State Thomas Byrne said.
The government is now changing the law to help Irish firms compete for European defence work.
jrnl.ie/7163745
4
6
41
4,119
I’ve written about why the new era of EU enlargement (with Canada and Ukraine) may be good for EU, but much less so for Ireland.
It’s bewildering that Irish politicians have not been able to discuss this with us. They either don’t understand it, or know just how bad it might be. Neither fills me with confidence.
Sinéad O'Sullivan: Europe is entering a new phase. Ireland may lose out irishtimes.com/opinion/2026/…
50
27
242
34,122
Not to blow my own trumpet, but I wrote about the Kelly Criterion and leveraging AI in the Financial Times a week before this, albeit about agentic investing 🙋🏼♀️
Where's the discussion of the Kelly criterion?
Who is teaching the lesson of Kelly to other investors?
"YOLO with leverage and find out" is a ticket to ruin (an absorbing barrier).
What was Kelly? What was covariance? What can be learned? stat.berkeley.edu/~aldous/Re…
3
3
27
6,290
Don't usually post these here, but given the controversy around Ireland's Falcon 6X jet purchase, here is the culmination of several months' research into Ireland's defence procurement, what is going wrong, and how it needs to be reformed!
securityireland.ie/publicati…
Security Ireland
Independent analysis of security and defence policy for Ireland.
securityireland.ie 24
63
257
57,873
My current research looks at why AI is not leading to productivity at the firm level. This is contender number one: “more intelligent” models actually INCREASE the gap between our mind processing information and actually doing something with that information (ie creating outputs).
Here's Claude's attempt to summarize in "normal" length sentences...
(In defence of Claude, is this how we'd write if we could effortlessly hold as many concepts in our working memory as it can?)
8
3
41
9,654
A most beautiful essay on mathematics and love; which is to say, an essay on love and love.
writings.stephenwolfram.com/…
1
23
3,385
Was fun to analyze Elon’s first earnings call on @Bloomberg this afternoon! Fun discussion around demand-side drivers and market competition 🚀
Hey @RomaineBostick that interview with @SineadOS1 was excellent.
Not sure if she fed you "the supply question" but that is THE EXACT question to be answered.
You need to get her on more often !!
#LiveTVchat @BloombergTV
1
2
21
4,990
Last week I described Ireland’s delivery apparatus as an “Escher staircase drenched in public money”. Some people asked me what I meant by that.
So spotted in London today, a picture of Ireland’s delivery apparatus:
9
16
113
5,066
At a certain stage, this becomes less about the political class and more about US. Why are WE accepting this? What is wrong with US that we're not protesting any of this in the streets?
Government goes to High Court to block Ryder Cup impact report being released buff.ly/RlluPMH
19
28
237
35,826