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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
Harvest Now, Decrypt Later: Why Waiting for Q-Day Is Already Too Late
Somewhere right now, encrypted files are being copied off a bank's servers, a pharmaceutical company's research network, or a defence contractor's design database —...
The Seat Is Dead: How Agentic AI Is Forcing a Once-in-a-Generation Repricing of Enterprise Software
For thirty years, buying enterprise software meant answering one question: how many people need a login? Salesforce, Workday, ServiceNow, SAP — the entire architecture...
The AI Spending Illusion: Why Capex Is No Longer Proof of Advantage
In the same fortnight this year, two sets of earnings calls told opposite stories about artificial intelligence. Microsoft, Meta, Amazon and Alphabet told investors...
The Next AI Moat Isn’t Silicon. It’s the Power Grid.
In September 2024, Constellation Energy announced it would reopen a reactor at Three Mile Island, the Pennsylvania site synonymous with America's worst commercial nuclear...
The Next Frontier of AI: Microsoft Research’s Vision for 2026 and Beyond
Discover the concrete advances set to transform AI in 2026. From light-speed infrastructure and AI lab assistants that run experiments, to agents that negotiate in digital marketplaces and models that design new proteins, this article details the practical next steps that will make AI more powerful, collaborative, and integrated into solving our world's complex challenges.
The BRICS Currency Initiative: Reshaping Global Finance in an Age of Economic Polarization
In the intricate tapestry of global finance, the U.S. dollar has reigned supreme for nearly eight decades, serving as the primary reserve currency, medium...
