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Investing
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Article
How Drones Changed Modern Warfare
For most of military history, hiding meant something. You could put soldiers underground. Move equipment at night.
Article
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.
Article
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.
Article
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?”
Article
The Difference Between Price and Value
A house is listed for $500,000. Someone offers $450,000. Another person offers $520,000.
Article
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:
Article
The Infrastructure Wars Nobody Is Talking About
There is a visible technology war. AI companies compete. Cloud providers compete.
Article
The New Race for Space
For decades, space looked like the domain of governments. The United States. Russia.
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The New Solo-Founder Economy
There was a time when starting a serious company required a team. A designer. A developer.
Article
The Physical Internet: What Exists Behind the Cloud
The internet feels weightless. You open an app. A page loads.
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The Startup Ideas Hiding Inside Broken Infrastructure
When people search for startup ideas, they usually look at screens. Apps. Websites.
Article
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.
Article
What Happens When Intelligence Becomes Cheap?
Imagine a world where intelligence is no longer expensive. You can have an AI researcher. An AI lawyer.
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What Investors Actually Mean When They Say "Moat"
Investors love the word moat. A company has a moat. A startup is building a moat.
Article
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?
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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.
Article
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.
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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.
Article
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.
Article
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.
Article
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.
Project
Artificial Intelligence
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Project
China
China’s state, market, and technology system
Project
Congress
The legislative branch of the United States
Project
Critical Minerals
Materials essential to technology, energy, and industry
Company
CXMT
A Chinese memory semiconductor manufacturer
Project
Data Centres
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Project
Energy
The fuels, electricity, and systems that power economies
Person
Ghislaine Maxwell
A person convicted in federal court for sex-trafficking-related crimes