Posts
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AI Factories
In a world where artificial intelligence (AI) is fast becoming the backbone of national security and economic dominance, the race to build advanced AI factories will shape the future leaders of both nations and corporations. Daron Acemoglu and James A. Robinson, who recently won the Nobel Prize for their work in “Why Nations Fail”, argued...
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Normalization Engines
Throughout history, technological and business innovations have repeatedly transformed industries by leveling the playing field, democratizing access, improving efficiencies of scale, and reducing the cost and burden of providing services. This process can be likened to the concept of a “normalization engine”—an orchestrating force that standardizes access, lowers barriers to entry, and creates a more...
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Europe – Whatever It Takes
Europe’s contribution to modern science and technology is undeniable. Alan Turing, one of the pioneers of artificial intelligence, laid the foundation for machine learning and computational theory with his early work on breaking the Enigma code during World War II. The Enigma-breaking efforts, led by Turing at Bletchley Park, not only changed the course of...
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The Rise of AI Agents
The AI space continues to evolve rapidly, with one of the most transformative developments being the rise of AI agents. Unlike traditional generative AI tools, which focus on producing content such as text or images in response to user input, AI agents have the capability to act autonomously, learn from their environment, and make decisions...
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The Evolution of Labor Markets and AI
Exploring How Artificial Intelligence is Transforming the Labor Landscape The seismic shifts brought about by technological innovations in the economy are undeniable, particularly in the delicate balancing act between human labor and the new systems that define industries. While we celebrate past achievements, we also stand on the brink of a future where the very...
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War in Space
The space age began in the mid-20th century amid the intense geopolitical rivalry of the Cold War. The Soviet Union launched the first satellite, Sputnik, in 1957, marking the dawn of extraterrestrial exploration and significantly amplifying the space race with the United States. This event triggered a wave of political, military, and public pressures in...
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Where Will Ai Run?
Rising energy costs and infrastructure issues associated with processing large compute models add a critical layer to the debate on running AI locally versus in the cloud. The energy consumption of large-scale AI models, both in training and deployment, has surged, creating significant operational costs and environmental concerns. Data centers, integral to cloud computing, require...
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Political Gambles and Macro Volatility
In week 1 of this year, we wrote a piece titled “Elections and Technology Implications,” where we laid out the timeline and consequences for this years record breaking election season. “In today’s world, every headline you come across echoes a year characterized by volatility, and this is not without reason. A staggering $44 trillion in...
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The Interchange Model is Evolving
The economic relationship between the major US card networks, merchants, and consumers has fundamentally changed. Visa and Mastercard settled with US merchants, and will now allow them to charge consumers additional fees at the checkout for using their cards, and push their customers to lower cost cards with different pricing strategies: Visa Inc. and Mastercard Inc. agreed to...
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The United States of AI Dominance
Two things became abundantly clear this week: 1) The United States economy is finding another gear. 2) Generative AI and domestic technology companies are the strongest growth engine in the world, and stand to further supercharge economic decoupling. Several economic indicators came in that further bolstered the case for a stronger US economy than many...
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A New Naval Warfare Paradigm
“A good Navy is not a provocation to war. It is the surest guaranty of peace.” – President Theodore Roosevelt’s State of the Union address, 1902 Just as has happened many times in centuries past, new technologies are upending naval warfare strategies and tactics. The history of naval warfare strategy stretches through centuries of technological innovation,...
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Defending US Critical Infrastructure
Defending US Critical Infrastructure US infrastructure across energy, communications, transportation, waste, and water systems is increasingly vulnerable to cyberattacks. This is a result of both the growing sophistication of cyber threats and the integration of new technologies into these critical systems (historically, infrastructure was less interconnected and more isolated). With the integration of digital technologies...