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Intelligence for the New World Economy

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Intelligence for the New World Economy
Semafor World Economy

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Global EV sales surge during Iran war

Global EV sales are expected to hit 23 million this year, an 11% jump from 2025, as the Iran war drives demand for cheaper electric mileage.
Sebastian Castaneda/Reuters

France’s spy agency drops Palantir

Europe’s tech sovereignty concerns have risen after the US government blocked foreign nationals’ access to Anthropic’s frontier models.
Dado Ruvic/Reuters

EU removes tariffs from US goods

The European Parliament approved its trade deal with the US, agreeing to reduce tariffs on industrial and agricultural goods.
EU flags in BrusselsYves Herman/Reuters

DeepSeek fundraises $7.4 billion

The AI upstart upended Silicon Valley with its cost-effective open-source model last year, and is seen as leading Beijing’s race against the US.
Founder, CEO and CTO of Unitree Wang Xingxing, founder and CEO of BrainCo Han Bicheng, co-founder of Manycore Tech Huang Xiaohuang, founder and CEO of DEEP Robotics Zhu Qiuguo, founder and CEO of Game Science Feng Ji, Deepseek Senior Researcher Victor Chen and founder of Alibaba Cloud Wang Jian attend the Six Little Dragons Wuzhen Dialogue, at the World Internet Conference, in Wuzhen town of Tongxiang city, Zhejiang province, China Tingshu Wang/Reuters

SpaceX overtakes Amazon in value, raising concerns of a bubble

The space giant’s IPO last week broke records and investors have only piled in since.
Kirsty Wigglesworth/Pool via Reuters

Anthropic’s conflict with Washington complicates its IPO

Anthropic will have to balance its “trust us, we’re the good guys” mantra with its ability to get along with the US government.
Dario Amodei.Courtesy of Anthropic

AI might make us dumber, but it will make companies a lot smarter

Satya Nadella argues that if companies own the fruits of their “learning loops” that incorporate institutional knowledge into their systems, they can finally compound intelligence.

Netflix wades into the M&A game

The streamer lost out on Roku, but has its eye on Lionsgate.

How Amazon Business made business buying smart by rebuilding its consumer platform for companies

In this special episode of Compound Interest, Semafor’s Chief Commercial Officer Rachel Oppenheim sits down with Todd Heimes, Vice President and General Manager at our season sponsor, Amazon Business.

UK to ban social media for under-16s

The ban will include Instagram, TikTok, and other platforms as well as YouTube but not messaging apps like WhatsApp.

SpaceX extends record-breaking debut

The space giant is yet to turn a profit, but its revenues have grown exponentially.

US-Iran deal relieves energy markets

Trump insisted the Strait of Hormuz will reopen toll-free on Friday, but many stakeholders remain cautious.

SpaceX soars in historic IPO

The boost is a positive sign for Anthropic and OpenAI, which are expected to go public in mega offerings later this year.

Trump’s prediction-market regulator to the Supreme Court: Bring it on

CFTC Chair Mike Selig told Semafor he’s weighing more lawsuits against states that try to regulate those markets.

Honeywell’s CEO on ‘the brutal truth’ about breaking up an industrial giant

Vimal Kapur says delegation and momentum are the keys to splitting a conglomerate.

China is betting on medical tourism boom

The country has set up a special international medical tourism zone in Hainan, and relaxed visa rules have encouraged visitors.

China scolds e-commerce giants

The scolding dented shares of Alibaba and JD.com and came weeks after regulators told the companies to avoid an aggressive price war.

Europe at risk of AI-driven irrelevance

Europe’s AI buildout is orders of magnitude too small, a group of AI policy thinkers warned.