Why the AI Boom Looks Increasingly Like a Bubble
There is a number that clarifies the current moment better than any analysis: NVIDIA, a company that does not manufacture […]
Data Centers Are Becoming the Factories of the AI Era
Every era of economic transformation has a physical symbol. The industrial age had the factory. The AI age has the
The Real Bottleneck in AI Isn’t Intelligence — It’s Electricity
The engineers are not the problem. The physicists are not the problem. The grids are. While the world debates AI
Why AI Is Becoming an Infrastructure Race, Not a Software Race
The most consequential AI decisions being made right now are not happening in research labs. They are happening in permitting
America Didn’t Build a Nation. It Built a Game.
Most nations are built on stories about who belongs. America was built on a ruleset about who can win. That
Why Modern Economies Don’t Collapse — They Stall
Every few years, someone predicts the collapse of the global economy. The dollar will implode. Debt will detonate. The system
Why Both America and Iran Think They’re Winning — And Why That Makes Peace Impossible
Peace negotiations fail for many reasons. Bad faith. Domestic politics. Broken ceasefires. But there is a less obvious failure mode