Daily Tech Briefing - February 23, 2026
South Korea's chip exports surged 134% YoY, OpenAI faced compute challenges during Stargate delays, and a thought experiment explores AI-driven global intelligence by 2028.
Read briefing → AUTHOR & STRATEGIST
America's AI Leadership
America's AI Leadership
Is a Dangerous Delusion
Geopolitical analysis on semiconductors, AI dominance, and the brutal realities of the US-China tech war. No fluff. No cope. Just hard truths.
★★★★★ 4.8/5 from 247 readers
FEATURED BOOK
THE AI DELUSION
The Brutal Truth About America's AI Future
While America celebrates its AI prowess, a dangerous delusion has taken hold. The prevailing narrative of untouchable technological dominance is a mirage, masking brutal truths about the real state of the global AI race.
This book exposes the five strategic bottlenecks Washington isn't talking about, the open-source trap that inadvertently aids our chief rival, and how China is leveraging its manufacturing muscle and disciplined national strategy to gain powerful asymmetric advantages.
What You'll Discover:
- Why open-source AI inadvertently aids America's chief rival
- The semiconductor chokepoint that could decide the AI race
- China's 2030 AI supremacy strategy — and why it might work
- The five strategic bottlenecks policymakers are ignoring
- What America must do to maintain technological leadership
★★★★★ 4.8/5
Based on 247 verified reviews
Frequently Asked Questions
Who should read THE AI DELUSION?
Investors, policymakers, tech executives, and anyone concerned about America's technological future and the US-China tech competition. If you want unfiltered analysis of semiconductor supply chains, AI dominance, and strategic realities, this book is for you.
What makes this analysis different?
No fluff, no cope. Just hard truths about semiconductor supply chains, AI dominance, and strategic realities. Gil Gatson provides data-driven geopolitical analysis that cuts through the noise and exposes the vulnerabilities in America's tech strategy.
How often is new analysis published?
Daily tech briefings launched February 9, 2026 — published every morning at 9 AM EST with real-time news from Hacker News, Techmeme, AP News, and Ars Technica. In-depth analysis articles on the US-China tech war, semiconductor policy, and AI strategy are published regularly.
Daily Tech Briefings
Real-time analysis with verified sources — launched February 9, 2026
View All →Daily Tech Briefing - February 22, 2026
A court ruling challenges Trump's tariffs, creating economic uncertainty in the US, while Microsoft Gaming CEO Asha Sharma commits to growth and Phil Spencer announces retirement after 38 years.
Read briefing →Daily Tech Briefing - February 21, 2026
OpenAI aims for a $600B valuation as Microsoft Gaming CEO Asha Sharma commits to growth, while Phil Spencer announces retirement after 38 years at Microsoft.
Read briefing →Latest Analysis
View All →US Export Controls on China: Desperation, Not Dominance
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