Cato's Daily — Institutional AI Skepticism Hits, Taiwan's Silicon Shield Is Dead · Mar 10 episode artwork

EPISODE · Mar 10, 2026 · 9 MIN

Cato's Daily — Institutional AI Skepticism Hits, Taiwan's Silicon Shield Is Dead · Mar 10

from Cato Daily Digest · host Brandon Trew

Institutional fund managers believe US tech is overinvesting in AI — first signal of real skepticism at scale. Gregory Allen argues China will eliminate TSMC dependency through mandatory domestic quotas. Billionaire political spending surged 60x since Citizens United.

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Cato's Daily — Institutional AI Skepticism Hits, Taiwan's Silicon Shield Is Dead · Mar 10

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