Big Story
SpaceX IPO: America’s Future Might Be a Bubble
The largest IPO in history will thrill the markets, but behind SpaceX lies a vast wager on America’s entire strategic future.
Why a 5% 10-Year Treasury Yield Matters
In the months ahead, one number is worth watching: it tells us not just where markets are going, but how long America can afford to sustain its power.
How Silicon Valley Learned to Profit From the End of the World
Why do the heads of AI companies speak as if they are selling catastrophe? Isn’t that counterproductive? Unless existential panic has become part of the business model.
Fingers in the Gears, Heads on the Digital Guillotine
Do we even know what the first Industrial Revolution was, or is it only now, on the threshold of a new one, that we hear the grinding of its machines through the hum of our own?
Hyman Minsky and the Moment Before the Explosion
Economies sometimes do not crack with a bang, but through hidden accumulation on the balance sheet. The most dangerous moment is when everyone still behaves as if nothing has changed.
Helium and Hormuz: Fragility of the Technological Age
The crisis handed to us by Trump and Netanyahu extends far beyond its energy dimension — the helium shortage makes it all-encompassing.
Iran as Collateral for a Collapsing System
Behind the noise about security and values lies a deep panic – the moment when an empire no longer controls its own fate.
Big Story
The Cloud Has Fallen to Earth and Is Swallowing Everything in Its Path
Behind the language of innovation lies an infrastructure that is reshaping bills, landscapes, energy systems, and security before the public grasps what is really at stake.
Either in their own model, or plugged into someone else’s socket.
Computing power is the new oil — states will have to "rent someone else’s mind"
Computing power is becoming the new global resource: an invisible force dividing nations into those that think for themselves and those that rent someone else’s mind.
