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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…

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…

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…

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?

Stop Looking for Ideas. Look for Problems.

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

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.

The New Race for Space

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

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.

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.

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.

AI Is Not Just a Software Revolution

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