Insights on technology, geopolitics, business strategy, and entrepreneurship.
In 2025, the AI contest is not about who drops the flashiest frontier model. It is about who can scale it, power it, staff it, and deploy it. China is winning the compounding game: open-weight distribution, electricity capacity, and coordinated deployment.
Read more →Everyone's talking about algorithms and chips, but the brutal truth is that America's aging power grid is the single biggest threat to its AI dominance. Silicon Valley data centers sit empty for years waiting for power. China added 429 GW in 2024; the US added just 51 GW.
Read more →The well-intentioned push for open-source AI has become a strategic blunder, handing the CCP a playbook to accelerate its military capabilities. Here’s how it happened.
Read more →📝 Blog posts coming soon. Check back for regular updates on AI, geopolitics, and business strategy.