Sean Mullin
@mullinsean.bsky.social
Economics | Technology & Innovation | Public Policy – Former economic advisor to PM Justin Trudeau | Founder of Brookfield Institute (now The Dais Institute) | www.seanmullin.ca
Reposted by Sean Mullin
November 8, 2025 at 4:19 AM
A flurry of circular deals in the AI sector have uncomfortable similarities to the dot-com bubble era. 🤔 www.wsj.com/tech/ai/is-t...
Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble?
How round-trip deals could echo history and hit a wall.
www.wsj.com
October 22, 2025 at 3:12 PM
A flurry of circular deals in the AI sector have uncomfortable similarities to the dot-com bubble era. 🤔 www.wsj.com/tech/ai/is-t...
George Soros has the opportunity to do the funniest thing.... :) www.nytimes.com/2025/10/17/u...
U.S. Stakes Taxpayer Money on Big Argentina Bet
www.nytimes.com
October 17, 2025 at 5:56 PM
George Soros has the opportunity to do the funniest thing.... :) www.nytimes.com/2025/10/17/u...
Reposted by Sean Mullin
October 16, 2025 at 10:57 AM
Reposted by Sean Mullin
NEW CANADIAN JOBS DATA:
Employment Growth: +60k
Unemployment Rate: 7.1% (+0%)
Prime Age (25-54) Employment Rate: 83.3% (+0.6%)
Employment Level: 21.0M
Employment Growth: +60k
Unemployment Rate: 7.1% (+0%)
Prime Age (25-54) Employment Rate: 83.3% (+0.6%)
Employment Level: 21.0M
October 10, 2025 at 12:43 PM
NEW CANADIAN JOBS DATA:
Employment Growth: +60k
Unemployment Rate: 7.1% (+0%)
Prime Age (25-54) Employment Rate: 83.3% (+0.6%)
Employment Level: 21.0M
Employment Growth: +60k
Unemployment Rate: 7.1% (+0%)
Prime Age (25-54) Employment Rate: 83.3% (+0.6%)
Employment Level: 21.0M
Reposted by Sean Mullin
NEW from me:
In his 2nd term, Trump has pursued the largest trade war in modern US history—with 1 glaring omission. Computer imports are almost entirely exempt from tariffs
It's a special carveout that AI companies are now reliant on for their data center buildout🧵
www.apricitas.io/p/the-tariff...
In his 2nd term, Trump has pursued the largest trade war in modern US history—with 1 glaring omission. Computer imports are almost entirely exempt from tariffs
It's a special carveout that AI companies are now reliant on for their data center buildout🧵
www.apricitas.io/p/the-tariff...
The Tariff Exemption Behind the AI Boom
Data Centers get Tariff-Free Imports. Why Shouldn't we All?
www.apricitas.io
October 5, 2025 at 2:50 PM
NEW from me:
In his 2nd term, Trump has pursued the largest trade war in modern US history—with 1 glaring omission. Computer imports are almost entirely exempt from tariffs
It's a special carveout that AI companies are now reliant on for their data center buildout🧵
www.apricitas.io/p/the-tariff...
In his 2nd term, Trump has pursued the largest trade war in modern US history—with 1 glaring omission. Computer imports are almost entirely exempt from tariffs
It's a special carveout that AI companies are now reliant on for their data center buildout🧵
www.apricitas.io/p/the-tariff...
Join me at Canada 2020 Conference in Ottawa tomorrow, where I'll be speaking on the "Economics of the AI Boom"
September 22, 2025 at 8:25 PM
Join me at Canada 2020 Conference in Ottawa tomorrow, where I'll be speaking on the "Economics of the AI Boom"
Heading to Halifax this week for the 2025 IPAC Conference (Sept 11–12)!
Excited to join the panel “Reframing Social Spending: Investing in Canada’s Future” with Karen Myers, Tracey Barbrick & Aaron Stauch.
Looking forward to the discussions & new connections!
👉 www.ipac.ca/en/ac2025
Excited to join the panel “Reframing Social Spending: Investing in Canada’s Future” with Karen Myers, Tracey Barbrick & Aaron Stauch.
Looking forward to the discussions & new connections!
👉 www.ipac.ca/en/ac2025
2025 National Public Service Symposium / Symposium national sur la fonction publique 2025
www.ipac.ca
September 10, 2025 at 3:24 PM
Heading to Halifax this week for the 2025 IPAC Conference (Sept 11–12)!
Excited to join the panel “Reframing Social Spending: Investing in Canada’s Future” with Karen Myers, Tracey Barbrick & Aaron Stauch.
Looking forward to the discussions & new connections!
👉 www.ipac.ca/en/ac2025
Excited to join the panel “Reframing Social Spending: Investing in Canada’s Future” with Karen Myers, Tracey Barbrick & Aaron Stauch.
Looking forward to the discussions & new connections!
👉 www.ipac.ca/en/ac2025
Reposted by Sean Mullin
For new director of Mila, scientific discovery is the primary mission /via @globeandmail www.theglobeandmail.com/business/art...
For new director of Mila, scientific discovery is the primary mission
Hugo Larochelle begins appointment to succeed Yoshua Bengio at non-profit AI institute
www.theglobeandmail.com
September 2, 2025 at 3:01 PM
For new director of Mila, scientific discovery is the primary mission /via @globeandmail www.theglobeandmail.com/business/art...
Latest PBO analysis shows that after accounting for 2024 immigration policy changes, the size of Canada’s “housing gap” is much smaller than comparable studies by CMHC and others. Housing completions need to increase by 69,000 / year: a much more attainable target. www.pbo-dpb.ca/en/publicati...
Household Formation and the Housing Stock: Estimating the Housing Gap in 2035
www.pbo-dpb.ca
August 26, 2025 at 2:48 PM
Latest PBO analysis shows that after accounting for 2024 immigration policy changes, the size of Canada’s “housing gap” is much smaller than comparable studies by CMHC and others. Housing completions need to increase by 69,000 / year: a much more attainable target. www.pbo-dpb.ca/en/publicati...
Artificial intelligence is profoundly limiting some young Americans’ employment prospects, new research shows
August 26, 2025 at 11:41 AM
Artificial intelligence is profoundly limiting some young Americans’ employment prospects, new research shows
Reposted by Sean Mullin
For @techpolicypress.bsky.social this week I wrote about how Canada's tech accountability efforts should be squarely focused on protecting Canadian sovereignty in an unstable geopolitical environment. www.techpolicy.press/a-tech-antim...
A Tech Anti-Monopoly and Accountability Agenda for Canada | TechPolicy.Press
Amid a shifting relationship with the US and new geopolitical realities, Keldon Bester urges Canada to rethink its tech policy to defend national sovereignty.
www.techpolicy.press
June 26, 2025 at 2:02 PM
For @techpolicypress.bsky.social this week I wrote about how Canada's tech accountability efforts should be squarely focused on protecting Canadian sovereignty in an unstable geopolitical environment. www.techpolicy.press/a-tech-antim...
Reposted by Sean Mullin
Inu Manak & Victoria Fenton: Why no trade deal with Trump might be good for Canada policyoptions.irpp.org/magazines/au...
@inumanak.bsky.social @policyoptions.irpp.org
@inumanak.bsky.social @policyoptions.irpp.org
Canada holds firm in Trump’s tariff war after no-deal outcome
Trump’s tariffs hit Canada hardest. Ottawa must hold firm, diversify trade, and resist caving to U.S. demands.
policyoptions.irpp.org
August 21, 2025 at 5:54 PM
Inu Manak & Victoria Fenton: Why no trade deal with Trump might be good for Canada policyoptions.irpp.org/magazines/au...
@inumanak.bsky.social @policyoptions.irpp.org
@inumanak.bsky.social @policyoptions.irpp.org
Canada’s prohibition on U.S. alcohol is creating a headache for American liquor and winemakers
www.wsj.com/business/us-...
www.wsj.com/business/us-...
The U.S. Alcohol Industry Is Reeling From Canada’s Booze Boycott
The trade fight is prompting a pullback in purchases by the biggest export market for U.S.-made wines, costing American brands tens of millions in sales.
www.wsj.com
August 14, 2025 at 4:19 PM
Canada’s prohibition on U.S. alcohol is creating a headache for American liquor and winemakers
www.wsj.com/business/us-...
www.wsj.com/business/us-...
Fascinating. Unlikely to happen, but this is nonetheless a big swing for Perplexity.
www.wsj.com/tech/perplex...
www.wsj.com/tech/perplex...
Exclusive | Perplexity Makes Longshot $34.5 Billion Offer for Chrome
In mounting an unsolicited bid for Google’s browser, the AI startup seeks to take advantage of uncertainty over a pending antitrust ruling.
www.wsj.com
August 12, 2025 at 5:12 PM
Fascinating. Unlikely to happen, but this is nonetheless a big swing for Perplexity.
www.wsj.com/tech/perplex...
www.wsj.com/tech/perplex...
Reposted by Sean Mullin
Details not yet released, but looks like Japan has agreed to a 15% baseline tariff rate… www.wsj.com/economy/trad...
U.S. and Japan Reach Trade Deal
President Trump says Tokyo will face 15% reciprocal tariffs instead of the 25% he had threatened while the nation invests $550 billion into the U.S.
www.wsj.com
July 23, 2025 at 10:51 AM
Details not yet released, but looks like Japan has agreed to a 15% baseline tariff rate… www.wsj.com/economy/trad...
Reposted by Sean Mullin
The Abundance and Growth Fund at Open Philanthropy is hiring! We’re looking for 2-4 people to help expand this new $120+ million program to accelerate economic growth and reduce the cost of living through strategic grantmaking and research. (1/4) www.openphilanthropy.org/research/ann...
Announcing Our New $120M Abundance And Growth Fund | Open Philanthropy
We are excited to announce the launch of our new Abundance and Growth Fund, which will spend at least $120 million over the next three years to accelerate economic growth and boost scientific and tech...
www.openphilanthropy.org
July 9, 2025 at 9:16 PM
The Abundance and Growth Fund at Open Philanthropy is hiring! We’re looking for 2-4 people to help expand this new $120+ million program to accelerate economic growth and reduce the cost of living through strategic grantmaking and research. (1/4) www.openphilanthropy.org/research/ann...
Great article by @aradwanski.bsky.social that is ostensibly about Michael Sabia, but is really about the case for broader public sector reform. We need a serious effort to renew our state capacity if we truly want to get things done in Canada. www.theglobeandmail.com/business/art...
How Michael Sabia can make Ottawa move fast and build things
Canada’s top bureaucrat is expected to light a fire under a federal public service accustomed to moving more slowly than the moment demands
www.theglobeandmail.com
June 28, 2025 at 1:42 PM
Great article by @aradwanski.bsky.social that is ostensibly about Michael Sabia, but is really about the case for broader public sector reform. We need a serious effort to renew our state capacity if we truly want to get things done in Canada. www.theglobeandmail.com/business/art...
Reposted by Sean Mullin
Over the last free months Canada has upped its border security, agreed to participate in the Golden Dome, and spend 5% of GDP on defence and it basically all means nothing. No agreement will be stable or secure, even if we can eventually reach one. The new normal in Canada-US relations.
Trump says he's ending 'all discussions on trade with Canada' effective immediately
Trump says he's ending 'all discussions on trade with Canada' effective immediately | CBC News
U.S. President Donald Trump said he's pulling back from the bilateral trade discussions because Canada plans to move ahead with its digital services tax.
www.cbc.ca
June 27, 2025 at 7:24 PM
Over the last free months Canada has upped its border security, agreed to participate in the Golden Dome, and spend 5% of GDP on defence and it basically all means nothing. No agreement will be stable or secure, even if we can eventually reach one. The new normal in Canada-US relations.
Reposted by Sean Mullin
The court ruling against many of Trump's tariffs today would lower US overall tariff rates by roughly 10%, only leaving the tariffs on cars, steel, & aluminum
If it holds (a very big if) tariffs would drop to the lowest rate since March & importers would get retroactive relief
If it holds (a very big if) tariffs would drop to the lowest rate since March & importers would get retroactive relief
May 29, 2025 at 1:49 AM
The court ruling against many of Trump's tariffs today would lower US overall tariff rates by roughly 10%, only leaving the tariffs on cars, steel, & aluminum
If it holds (a very big if) tariffs would drop to the lowest rate since March & importers would get retroactive relief
If it holds (a very big if) tariffs would drop to the lowest rate since March & importers would get retroactive relief
