I write about AI and Geopolitics
I’ve been watching the world’s plumbing for a long time. Rivers, aquifers, supply chains, treaties — they’re all systems, and systems fail the same way. Pressure builds somewhere out of sight. Nobody fixes the small leak. Then one day the whole thing lets go, and everybody acts surprised. That’s where I think we are right … Read more
Four Years of U.S. Chip Controls and What China Built Instead Washington built a wall to keep China off the AI frontier. China went around it, under it, and eventually started building its own version of the wall out of the rubble. That’s the short version of a four-year story that’s still unfolding, and it’s … Read more
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
I asked eight AI models to present the strongest arguments for and against continuing frontier AI development or pausing it until society is better prepared. The debate wasn’t simply “build” or “stop,” but whether AI should advance under private competition without mandatory public controls on evaluation, release, security, liability, and deployment. The pause side offered … 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