Artificial Intelligence

The Physical Internet: What Exists Behind the Cloud

The internet feels weightless. You open an app. A page loads.

Why Putin Still Has Leverage After Four Years of War

The battlefield is only one source of power. Four years into Russia’s full-scale invasion of Ukraine, one of the easiest mistakes to make is to measure Vladimir Putin’s leverage by territory alone. How many kilometers has Russia captured?

The New Geography of Computing

For most of the internet era, computing felt almost locationless. You could build a company in Lagos, host its application in Virginia, serve customers in London and have engineers working from Nairobi. The software did not care about borders.

Why AI Needs More Than Better Models

There is a seductive idea in AI: Build a smarter model and everything follows. But intelligence doesn't exist in isolation.

The Race to Understand Aging

For most of human history, aging was treated as something that simply happened. You were born. You grew.

The Startup Ideas Hiding Inside Broken Infrastructure

When people search for startup ideas, they usually look at screens. Apps. Websites.

What Happens When Biology Becomes Programmable?

For most of human history, biology was something we could observe. We could breed plants. We could selectively breed animals.

What Actually Makes an Asset Valuable?

A building can be worth millions. A piece of land next to it can be worth even more. A company with no profits can be worth billions.

The New Race for Space

For decades, space looked like the domain of governments. The United States. Russia.

Stop Looking for Ideas. Look for Problems.

Entrepreneurship has developed an obsession with ideas. People ask: “What business should I start?”

Russia's Shadow Fleet: How Oil Keeps Moving Around Sanctions

The tanker doesn't look Russian. That's the point. It may fly the flag of one country.

What We Still Don't Understand About the Brain

We have mapped neurons. We can record electrical activity. We can watch parts of the brain activate while people see, speak, remember, decide and sleep.

What Happens When Intelligence Becomes Cheap?

Imagine a world where intelligence is no longer expensive. You can have an AI researcher. An AI lawyer.

Who Actually Makes Money When AI Becomes Cheaper?

This is one of the most important questions in the AI economy. Suppose AI inference becomes dramatically cheaper. Who wins?

The Difference Between Price and Value

A house is listed for $500,000. Someone offers $450,000. Another person offers $520,000.

The Race to Control the AI Infrastructure Layer

The public sees AI through applications. Chatbots. Image generators.

The Best Businesses Often Begin With Something Broken

The next billion-dollar company may not begin with a brilliant idea. It may begin with someone asking: “Why the hell does this still work like this?”

Why Investors Care About Cash Flow

A company can report a profit and still run out of money. A business can grow rapidly and become less valuable. A company can have billions in revenue and still struggle to pay its bills.

What Happens When Countries Start Treating Data Like Oil?

Oil changed geopolitics because controlling a physical resource could create enormous economic and strategic power. Data is different. You can copy it.

Why Russia Wants a Stronger Relationship With North Korea

At first glance, the relationship seems strange. Russia is one of the world's largest countries. North Korea is isolated, heavily sanctioned and economically much smaller.

Why Africa Could Produce a Different Kind of Startup

Africa is often described as a collection of problems waiting to be solved. That framing is incomplete. Africa is also a collection of markets being built in real time.

What Putin Actually Wants From Negotiations

Every time peace talks appear on the horizon, the same question returns: What does Putin actually want? The answer is more complicated than “Ukraine.”

Why Infrastructure Attracts Long-Term Capital

There is a reason pension funds, sovereign wealth funds, insurance companies and other long-term investors keep looking at infrastructure. It isn't because infrastructure is exciting. Most infrastructure is the opposite of exciting.

Why Every Country Wants Its Own AI Stack

There was a time when governments could treat software as something largely supplied by the private sector. AI is making that increasingly difficult. Because AI is becoming relevant to:

The Russia–China Relationship Is Bigger Than Ukraine

The easiest way to understand Russia and China is to look at Ukraine. It is also one of the easiest ways to misunderstand them. Because the relationship between Moscow and Beijing did not begin with the 2022 invasion.

Why Entrepreneurs Should Study Infrastructure

Because once you understand broken systems, you start noticing something else: The biggest opportunities often sit underneath everything else. Not in the app everyone uses.

The New Solo-Founder Economy

There was a time when starting a serious company required a team. A designer. A developer.

The Coming Battle Over AI Compute

There is a simple reason compute matters: You cannot run AI without it. And the more capable AI becomes, the more important the underlying computational system becomes.

What Investors Actually Mean When They Say "Moat"

Investors love the word moat. A company has a moat. A startup is building a moat.

How Russia's Economy Has Adapted to Sanctions

When the first major sanctions arrived after Russia's full-scale invasion of Ukraine, the expectation in many Western capitals was straightforward: Cut Russia off from capital. Restrict technology.

How Drones Changed Modern Warfare

For most of military history, hiding meant something. You could put soldiers underground. Move equipment at night.

The Infrastructure Wars Nobody Is Talking About

There is a visible technology war. AI companies compete. Cloud providers compete.

The Geopolitics of Artificial Intelligence

AI is often described as the next technology revolution. But it is also becoming a geopolitical one. Because advanced AI depends on things that governments already care deeply about:

Why Timing Matters More Than Most Founders Admit

A great idea can fail. A mediocre idea can become enormous. The difference isn't always execution.

The AI Companies Building the Models vs. the Companies Building Everything Around Them

The AI market is often presented as a battle between model companies. But there are actually several businesses hiding inside the AI economy. They build foundation models.

What AI Changed About Starting a Company

AI didn't make entrepreneurship easy. It changed where the difficulty lives. That distinction is important.

Why Quantum Computing Is So Difficult

Quantum computing is often described as if someone simply discovered a faster kind of computer. That's not really what happened. A quantum computer isn't a normal computer with better processors.

AI Is Not Just a Software Revolution

AI began as a software story. Algorithms. Neural networks.

Why Data Centers May Matter More Than AI Startups

Every AI startup needs somewhere to run. That creates an interesting inversion. The startup may receive the attention.

The U.S. and China Are Talking Again. What Actually Changed?

In September, presidents Donald Trump and Xi Jinping met at the White House amid ceremonial pageantry and the familiar list of hard questions: tariffs, chips, rare-earth minerals, Taiwan and artificial intelligence. The clearest result was…

Why Taiwan Sits at the Center of the U.S.–China Relationship

A disruption in the Taiwan Strait would not stay in the Taiwan Strait. It could test the limits of U.S. policy, unsettle American allies, interrupt trade routes, and expose how much of the world’s advanced computing depends on production cl…

Why China Wants Control of More of the Technology Supply Chain

When China tightened controls on rare earth exports in April 2025, the consequences did not stay inside China. Automakers and other manufacturers abroad scrambled to secure magnets, and some production lines faced shortages. The episode exp…

The Chip War Isn't Really About Chips

A chip smaller than a fingernail can hold up a car, a data center, or a weapons system. That sounds like a contradiction: how can something so tiny matter so much? Because the chip is only the visible end of a production system that spans d…

What Happens If the World Splits Into Two Technology Systems?

A phone, car or AI service can look like one product. Underneath it may depend on chip designs from one country, manufacturing tools from another, fabrication concentrated in Taiwan, minerals processed elsewhere, and software distributed ar…