Global Supply Chains

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.

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.

The New Race for Space

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

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.

The Difference Between Price and Value

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

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 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.

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.”

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.

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.

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 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:

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…

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…