Geopolitics
4 pieces
AI Infrastructure Wars: Energy Production Defines Global Supremacy
AI energy consumption is now compounding four times faster than grid capacity additions. Which countries resolve the mismatch first will determine which countries lead in artificial intelligence over the next decade.
AI's Unprecedented Acceleration: Reading BOND Capital's 2025 AI Report
Mary Meeker's BOND Capital May 2025 'Trends — Artificial Intelligence' report documents a cycle compressing several decades of typical technology-curve dynamics into eighteen months. The structural signals worth carrying forward.
From Bretton Woods to Weaponized Interdependence: A VC Playbook for the Geo-Tech Age
The post-Cold War consensus around rules-based free trade has wound down. What replaces it — and the three technology categories that sit at its critical seams.
What the US Civil Space Industrial Base Study Reveals
The Department of Commerce's joint study of the civil space industrial base — with NASA and NOAA — is a signal worth reading. The fact that the study is being conducted at all is more useful than any specific finding will be.