iiinova — where your digital self keeps evolving

Raoul Ruparel @rruparel.bsky.social · 25/04/2026

🚨I've launched a new Substack — The Political Economy of AI 🚨 Writing in a personal capacity, I'll be looking at how key principles & assumptions in economics & policy might be reshaped by AI. Please read, subscribe and challenge! open.substack.com/pub/raoulrup...

open.substack.com

AI in an open economy: reshaping terms of trade & comparative advantage [Part 1]

What if different countries scale AI at very different speeds?

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Raoul Ruparel @rruparel.bsky.social · 17/04/2026

It was great to contribute to this. You can read my essay (focused on the practicalities of an abundance agenda in the UK) but more importantly all the other great ones in this edition of Progressive Review. I hope some of these ideas are picked up in HMG.

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Raoul Ruparel @rruparel.bsky.social · 15/04/2026

An interesting paper on an underexplored part of Brexit impacts. Broadly confirms what those of us who worked with business on implementation saw first hand. But I think the key point here is the one they make about sunk costs. I think many of these are already in play (not 3-5 years away) (1/4)

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Raoul Ruparel @rruparel.bsky.social · 23/02/2026

🚨New report from us BCG CfG today🚨 we take a sector & firm view of UK productivity growth over past 3 decades, including benchmarking against peers. UK is falling back from global frontier but for quite different reasons in different sectors 1/

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Raoul Ruparel @rruparel.bsky.social · 27/01/2026

We think (happy to be corrected) this is the broadest & deepest study of its kind, building on existing academic work. We take a longer timeline & a wider set of different types of infra as well as a larger country group than ever before. For those interested in the modelling approach, details below

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Raoul Ruparel @rruparel.bsky.social · 27/01/2026

🚨New report from us @BCG 🚨. We look at 7 types of infrastructure across 92 countries over 30 years to understand their economic benefits. Key message: a +5% increase in infrastructure stock is associated with +0.3 to +0.45pp higher long-run GDP growth. This is huge... 1/ www.bcg.com/publications...

bcg.com

Infrastructure Investment in an Uncertain World

This comprehensive analysis of infrastructure shows what works and what doesn’t. Success depends on choosing the right projects and delivering them effectively.

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Raoul Ruparel @rruparel.bsky.social · 22/01/2026

Good piece, well worth a read. The gap between reality & rhetoric remains large. I suspect part of the problem is that if you put to many leaders of middle powers that they should adopt a principled and pragmatic approach, most would argue that they already are!

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Raoul Ruparel @rruparel.bsky.social · 23/10/2025

🚨New research🚨 out today from us at BCG Centre for Growth – looking at how the UK can unlock further value from healthcare innovation. As it stands, we leave significant value (£78bn) on the table, growing behind Italy & Spain in some health subsectors 1/ www.bcg.com/publications...

bcg.com

Innovation for Impact: Unlocking the Potential of the UK’s Healthcare Ecosystem

Harnessing the UK’s healthcare innovation potential could add billions to GDP and improve patient outcomes. What actions are needed to deliver this?

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Raoul Ruparel @rruparel.bsky.social · 24/03/2025

Ironically during the original negotiations it was the EU (especially France and Macron) that wanted to keep defence more separate. He regularly told us - we can have a great relationship on defence etc but on Brexit & trade it will be painful. As Martin says, it's not that simple...(1/3)

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Raoul Ruparel @rruparel.bsky.social · 20/03/2025

This is an interesting (& somewhat crazy chart) from the OECD Global Dept Report out today. Huge amounts of additional borrowing from corporates not shifting the dial on investment. www.oecd.org/en/publicati...

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Raoul Ruparel @rruparel.bsky.social · 06/03/2025

Agreed with Jill on this. One budget would make sense, just look at the swings in UK borrowing costs we've seen this year. I can though understand the case for two budgets. What I really can't see the case for is one budget with two separate forecasts per year. Always a terrible idea.

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Raoul Ruparel @rruparel.bsky.social · 27/02/2025

In this work we have (for 1st time?!) estimated share of UK announced infrastructure projects that never go ahead - 37%!! Based on data from 2010-15, 16% of announced projects get scrapped while a further 21% get stuck in planning/preconstruction stage for over a decade.

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Reposted by Raoul Ruparel

Arthur Downing @arthurdowning.bsky.social · 27/02/2025

This is a superb report and thread. If we want a playbook for how to do this, it is in our own history. From 1947 to 1979 the British state successfully coordinated a gargantuan programme of infrastructure development (water, gas, electricity) and housebuilding.

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Raoul Ruparel @rruparel.bsky.social · 27/02/2025

🚨New research🚨 out today from us at BCG Centre for Growth – based on current project pipeline next 5 years could see £700-£900bn invested across 8 key sectors. This is 2.1x-2.7x level in past 5 years. Huge opportunity for the UK. But... 1/ www.bcg.com/united-kingd...

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Raoul Ruparel @rruparel.bsky.social · 21/02/2025

Finally made the move over from the other place! Starting off with a recent piece I wrote about what the Chancellor needs to do to deliver on growth ambitions. A big part is, focus on delivery & implementation (often the hardest things in govt) (1/2) www.linkedin.com/pulse/easier...

linkedin.com

Easier Said Than Done: How the Chancellor Can Deliver on UK Infrastructure and Growth Ambitions

The first job of Chancellor Rachel Reeves’ speech on 29 January was to demonstrate that this government is serious about growth and set a positive way forward for the UK economy. On this, she clearly ...

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Reposted by Raoul Ruparel

Giles Wilkes @gilesyb.bsky.social · 21/02/2025

bsky.app/profile/rrup... Anyone interested in growth, politics, the EU and much more should follow Raoul

bsky.app

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