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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…

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 Race for Space

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

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 Happens When Intelligence Becomes Cheap?

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

How Drones Changed Modern Warfare

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

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 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?”

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 New Solo-Founder Economy

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

What AI Changed About Starting a Company

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

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.

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.

THE CHIP WAR ISN'T REALLY ABOUT CHIPS

Open ChatGPT. Generate an image. Translate a sentence. Ask an AI to write code. Create a video. None of it looks particularly geopolitical. It feels like so