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David O'Neill

[email protected]

Professor of AI/Policy, Gordon School of Business, Swiss Institute of Artificial Intelligence

David O’Neill is a Professor of AI/Policy at the Gordon School of Business, SIAI, based in Switzerland. His work explores the intersection of AI, quantitative finance, and policy-oriented educational design, with particular attention to executive-level and institutional learning frameworks.

In addition to his academic role, he oversees the operational and financial administration of SIAI’s education programs in Europe, contributing to governance, compliance, and the integration of AI methodologies into policy and investment-oriented curricula.

David O'Neill

State-backed IPOs shift focus from returns to political trust Government backing reshapes how investors price risk Accountable design will decide their long-term success In late 2025, Beijing quietly rewired listing rules so th

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David O'Neill

Section 702 reform must protect privacy and security AI competitiveness does not require unchecked surveillance Clear legal limits can strengthen trust and innovation Reports from 2023 and watchdog groups indicate that U.S.

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David O'Neill

Trade resilience has real economic value in a volatile world Protection can act as temporary insurance, but productivity is the stronger long-term hedge Policy must price trade risk honestly and invest in domestic capacity Glob

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David O'Neill

America First tariffs avoided an immediate recession but shifted trade into geopolitical strategy Short-term stability hides real household costs and long-run productivity risks The real test is whether tariffs build lasting capacity without weakening institutions

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David O'Neill

Enterprise AI competition is decided inside procurement systems, not public ad campaigns The real battle is over who controls enterprise AI orchestration and workflow integration Governance, interoperability, and institutional trust now matter more than model branding

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David O'Neill

Mobile design is now governed, not just created This regime shapes how learning technologies function in schools Policy can still redirect design toward education Back in 2012, Apple won a case where a jury awarded it over a billion dol

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David O'Neill

The AI Tax is turning memory scarcity into a hidden cost on education Rising DRAM prices push computing access out of reach for many schools and families Without action, personal computers risk becoming a privilege again The price of memory

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David O'Neill

North Korea’s economic rise is less about growth than about funded capabilityConflict-linked cash is speeding up industrial and military learningPolicy must disrupt cash-to-capacity channels, not just impose sanctions

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David O'Neill

Selling US Treasuries hurts the seller first by lowering the value of what remains Only coordinated action by major holders could move markets, and that coordination is unlikely US Treasuries function as a shared stability asset, not a usable financial weapon

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David O'Neill

FDI now succeeds by linking into global value chains, not by expanding domestic production German investment in China uses local labor and efficiency while value stays global Policy should shape how FDI integrates into chains, not just how much arrives

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David O'Neill

Cheap solar has reshaped the growth logic for power-scarce economies Solar-first strategies deliver faster, cheaper energy than nuclear in most cases today The challenge is timing: build solar now and scale complexity only when demand rises

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David O'Neill

Payment stablecoins now hold a quiet form of monetary privilege It comes from settlement design, not true money creation Until issuers are regulated as banks, the system remains distorted In 2024, stablecoins used for payments handled tri

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David O'Neill

The dollar’s strength is increasingly driven by funding stress, not stable safe-haven confidence China’s shift from U.S. Treasuries toward gold reflects rising concern over U.S.

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David O'Neill

Europe’s AI gap is not about technology — it is about weak hands-on use at work Productivity gains come from daily tool use, not from policy frameworks alone Without faster workplace adoption, Europe will fall further behind global peers

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David O'Neill

SFDR has increased disclosure, but it has not shifted capital in a meaningful way Europe’s sustainable finance rules prioritize paperwork over market consequences Real reform must link sustainability claims to enforceable financial incentives

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David O'Neill

The weak dollar reflects a loss of trust in U.S. financial stability Political risk is now priced directly into U.S.

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David O'Neill

AI is permanently erasing the entry-level roles that once trained new graduates Public reinvestment funds will fail to rescue these jobs from corporate efficiency measures Universities must urgently adopt high-intensity training models to prevent a workforce crisis

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David O'Neill

Ukraine cannot rely on the 1990s transition model without rebuilding core infrastructure The Korea 1953 case shows why catalytic capital must target hard assets first A phased Ukraine reconstruction strategy is key to unlocking private investment and EU integration

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David O'Neill

Silent tightening was not silent — it reshaped global credit through hidden market channels Geopolitical shocks shifted capital from venture funding to private credit, slowing growth The real policy failure is ignoring how financial plumbing redirects risk

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David O'Neill

Banks increasingly meet capital rules with synthetic structures instead of real equity Derivatives and risk transfers weaken the power of countercyclical buffers Regulation now measures resilience on paper more than resilience in practice

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