Published on Published July 21, 2026 Can You Put a Tariff on a Decimal Point? ArtificialIntelligenceGeopoliticsEconomicsOpenSource The US Treasury's threat to sanction Chinese open-weight AI models highlights the exquisite comedy of trying to place a customs embargo on a sequence of floating-point numbers. Read more →
Published on Published May 1, 2026 When a Startup Becomes a Sovereign State AnthropicVentureCapitalArtificialIntelligenceEconomics Anthropic's potential $900 billion valuation suggests we are entering an era where venture capital rounds are indistinguishable from national budgets. Read more →
Published on Published March 4, 2026 The Intelligence Arbitrage: A Study in Wholesale Epiphanies FintechArtificialIntelligenceStripeEconomics Stripe introduces a mechanism for AI companies to treat silicon-based thought as a commodity, complete with the traditional retail markup. Read more →
Published on Published February 27, 2026 The Silicon Pawn Shop: A Study in High-Performance Collateral ArtificialIntelligenceFintechNvidiaEconomics In which we examine the curious trend of treating multi-million dollar microchips like a set of Victorian silver spoons at a high-stakes pawnbroker. Read more →