Insights

America Alone

April 7, 2025 Recent political and economic decisions, particularly tariffs, have strained relationships with allies like Canada, Mexico, Australia, and European countries, causing diplomatic fallout and economic uncertainty. In this article on Medium.com, Sean Randolph, …

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Democratize AI: How the AI Tide Can Lift More Boats

February 25, 2024 AI is fueling economic recovery in the Bay Area. Chinese AI startup DeepSeek’s open-source R1 model has raised concerns about AI investment, but its energy-efficient and low-cost innovations could accelerate AI adoption. …

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Will We Lose the Global EV Market?

February 18, 2024 The Biden’s administration’s support for electric vehicles (EV’s), including tax incentives and funding for charging infrastructure, is being rolled back. In this article in the Silicon Valley Business Journal, Sean Randolph, Senior …

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Insight

Silicon Valley’s 2025 Outlook: Challenges Persist Amidst AI-Driven Resurgence

January 6, 2025 As a new year begins the San Francisco/Silicon Valley Bay Area’s economy remains consistent with patterns over 2023 and 2022: a mixed story of slow progress in addressing underlying structural challenges, combined …

Insight

Reading the Trump Playbook: The Global Economy Waits

November 11, 2024 The Trump presidency will reshape the United States relationship with the rest of the world. Changes from the current administration will be abrupt, with a long list of campaign promises revolving around …

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Global production continues to shift: India, Mexico and Southeast Asia benefit

August 5, 2024 The worldwide shift of production is fully underway as companies with global operations diversify their sourcing and work to manage risk. A trend for several years, this has become a flow. A …

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Bay Area Transit and Traffic Monthly Tracker

Explore the traffic tracker here. Each month, the Bay Area Council Economic Institute compiles data from the region’s 7 state-owned toll bridges, as well as ridership data from AC Transit, BART, Caltrain, Golden Gate Ferry, …

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Technology, Investment, and Mexico’s New President

June 25, 2023 As Mexico’s strategic importance to the U.S. grows, its newly elected president, Claudia Sheinbaum, has an opportunity to deepen the economic relationship and with-it prosperity in both countries. In this article in …

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Viewpoint: Can the ‘San Francisco Vision’ Reset U.S.-China Relations

March 6, 2023 The Asian Pacific Economic Cooperation (APEC) conference was a pivotal event for the Bay Area and San Francisco. With the City in the world spotlight for the first time since the founding …

Insight

APEC Delivers for San Francisco

December 1, 2023 The Asian Pacific Economic Cooperation (APEC) conference that recently concluded was a pivotal event for the Bay Area and San Francisco. With the City in the world spotlight for the first time …

Insight

#TheIndiaDialog Conversation with Sean Randolph

October 26, 2023 The significance of India technology innovation and capacity has been growing tremendously, with Silicon Valley at the heart of that change. In this video, Sean Randolph, Senior Director of the Institute, recorded …

Insight

Guest Viewpoint: Silicon Valley Bank alive and open for business six months after collapse

September 20, 2023 With the recent collapse of Silicon Valley Bank, most would say that the bank is dead and gone, however, SVB is very much alive and open for business. In this article in …

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