I write about AI and Geopolitics
The devastating crisis now unfolding in Cuba is not, in my view, a humanitarian mission. The stated case for the current U.S. campaign is familiar and, on its own terms, coherent: the regime’s repression of its own people, its long alignment with Russia and China, and its entanglement with a collapsing Venezuela. I do not … Read more
When I look at where power is shifting in the world, especially around AI, I don’t start with software. That’s not where the real story is. I look at supply chains. I look at land. I look at the people being pushed aside. That’s where the truth shows up. Right now, the push to build … Read more
Here’s the big problem almost no one wants to talk about. When it comes to AI, we don’t really know what we’re building. Not the engineers. Not the CEOs. Not the governments funding it. We’re feeding a system on the full disorder of human civilization and hoping scale turns it into wisdom. That’s not engineering. … Read more
A Better Path to AGI Before It’s Too Late Here’s the big problem no one wants to talk about: When it comes to AI, no one knows exactly what we’re building. Not the engineers. Not the CEOs. Not the governments funding it. We are feeding a system on the full disorder of human civilization and … Read more
The intersection of AI infrastructure and critical minerals is one of the most underappreciated risk vectors in the current technology cycle. While attention fixates on compute density, energy, and cooling, the physical foundation—built from prosaic metals—is facing a material mismatch. Tin has spent most of its modern life in the background—a dull, silvery metal used … Read more