I write about AI and Geopolitics
My article, “U.S.–Gulf Trades for AI Expansion,” was about more than sovereign wealth, datacenters, or regional tech ambition. Underneath all of that, it was about relocation—physical, legal, and political. On the surface, the piece describes a new bargain. The United States brings the stack: chips, models, cloud ecosystems, and the regulatory power that comes with … Read more
The most important AI risks in 2026 are not at the model layer. They sit lower down, in memory, networking, power, cloud access, and the physical systems that keep AI running. That is where the real leverage is. These bottlenecks decide who can scale, who gets delayed, and who ends up dependent on someone else’s … Read more
On April 18, 2026, Palantir posted a 22-point summary of Alexander Karp’s worldview on its official X account. It wasn’t just a corporate update or a marketing push. It was a public ratification of a value framework. The points lay out a clear perspective on technology, national security, societal critique, and American purpose. Instead of … Read more
Compute is the new oil, and the Gulf is learning how to pump it. The emerging U.S.–Gulf AI relationship is not just a story about sovereign wealth diversifying into tech. It is a bargain in which Washington trades access to frontier compute for something it increasingly lacks at home: vast, controllable power, land for hyperscale … Read more
At 2 a.m. this morning, I realized why my multi-LLM setup feels so familiar. It’s because I’m using team leadership skills with LLMs. That made me think this may be one of the missing skills in AI adoption right now. People keep looking for the perfect prompt, the perfect framework, or the perfect agent stack. … Read more