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Economy & Policy
The AI Boom’s Real Risk Isn’t a Bubble. It’s a Depreciation Schedule Nobody Wants to Touch.
When a report surfaced in late 2025 suggesting that...
Economy & Policy
Chips Were Never the Constraint. Electrons Are, and That Changes Who Wins the AI Race.
In November last year, Satya Nadella said something that...
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Latest Articles
The Reverse Acqui-Hire Isn’t Evading Antitrust Law. It’s Revealing What the Law Was Never Built to Count.
In December, Nvidia signed a $20 billion deal with Groq, the inference-chip maker whose hardware had become one of the few credible alternatives to...
The Treasury Backdoor: Why the Stablecoin Boom Is a Currency War Dressed as a Payments Upgrade
A vendor in Lagos gets paid in USDC because the naira is rationed and the parallel market is where the real exchange rate lives....
The Rare Earth Rescue Is Repeating the Mistake It’s Meant to Fix
In April 2025, Bajaj Auto's leadership told reporters that a batch of Chinese paperwork was about to shut down part of its production line....
The Power Crisis Is Being Solved. The Water Crisis Isn’t — and It Will Decide Who Wins the AI Race
Every CEO building data centres or chip capacity in 2026 has, by now, internalised the power problem. Utilities are signing multi-decade power purchase agreements...
The GLP-1 Shock Isn’t a Health Story. It’s a Warning About How Fragile Corporate Demand Models Really Are.
A snack company in Minneapolis is redesigning its portfolio around portion size and protein density. An airline's fuel-planning team is quietly revising its per-seat...
The Quantum Threat to Your Company Isn’t the Computer. It’s the Migration You Haven’t Started.
No executive team has ever had to defend a security budget against an attacker that doesn't exist yet, using a technology that may or...
