HeyJaredStephen Kinsella's Newsletter
Ireland-facing macro, fiscal risk, and institutional design, written weekly for people who influence decisions. Expect a post every Thursday lunchtime plus posts about what I'm reading or thinking about.
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- Sep 2, 2026
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- Jul 16, 2026
Latest issues
Heretics wanted (opens the original)
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I’ve been doing a lot of walking and thinking these days about philanthropy, and in particular about movements that change things.One of the things that I have been reading a lot about is the Nan Ransohoff-inspired future of philanthropy discourse. Nan’s approach is very simple and quite profound. She exhorts us to build new kinds of organisations that are funded by this new wave of AI-enabled philanthropy, newly-rich people’s AI-derived dollars in one sense, to achieve very important social goa
The Zerve AI Fellowship (opens the original)
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The Zerve AI Research Fellowship is open for applications. Being a researcher in the era of AI feels a bit like being at the bottom of a mountain. You can choose not to go up, but you can’t avoid it. I’ve been teaching myself much like everyone else, learning as I go what works for me and what doesn’t. I have been blogging a bit about it on my substack. One tool I have used a lot is Zerve AI. It solves lots of the problems most researchers might have around reproduction of research, data flows a
Inaction is not free (opens the original)
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(Title and subtitle a riff on the first line of this. I wrote this piece listening to it, I wonder if you can read the bounce in the text?)Imagine you want to build a big thing, a very big thing. Something like a road network or an energy plant or a train system or a subway. How should you think about building this or not? Luckily, economics (or more accurately, financial economics) has a way of giving you an answer. But before we do that consider that there’s nothing on Earth that establishes i
AI is a Research Partner, Not a Research Assistant (opens the original)
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It’s really not a research assistant. The research assistant idea or simile or metaphor in agentic research is all about the idea that this is in some sense a less qualified version of you that you can send off to do tasks that are pretty high level but fundamentally could be done by you, given more time. The idea is in some sense a throwback to the notion that the agentic research system augments your skill as a researcher.What actually is happening though, as I’m spending more time with this,
Credit travels down, pressure does not (opens the original)
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These are notes I wrote for my successor in the role of Head of the Department of Economics at UL.The Head role in any university department is really weird. It is highly political middle-middle management of people you mostly have no ability to fire, sanction, or reward, who nevertheless have to turn up, do a good job, and help their colleagues and their students through whatever the challenge is of the day. The office is where every policy lands to be implemented, every problem fishes up to be
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