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AI Is Not Just a Software Revolution

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

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 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…

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…

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.

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?

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 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.

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.

The Race to Control the AI Infrastructure Layer

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

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.

What AI Changed About Starting a Company

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

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.

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:

Putin, Russia and the New Network Around North Korea

The train is the telling detail. North Korean ammunition leaves the port of Rajin, crosses the short border into Russia, then travels by rail toward depots nearer the war in Ukraine. A shipment that begins on one isolated peninsula becomes…

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…

The Epstein Files: What Do the Documents Actually Tell Us?

The first thing to know about the Epstein files is that they are not one file, and they are not a verified list of perpetrators. They are a sprawling collection of records from criminal investigations, court proceedings, custody reviews, an…

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…