2026

• June Anything Scarce Enough to Matter Becomes Strategic →
• June The Next Power Law Will Come From Capacity, Not Software →
• April Europe Is Making a Serious Mistake →

2023

• June Industrial Policy, China’s EV Boom and AI →
• May We Need More Digital Public Utilities →
• May India’s Looking for Partners Not Allies →
• April The Rapid Datacenter Architecture Upgrade for AI →
• February The “Why Now?” for India’s Economic Boom →
• February AI Will Obviously Lead to More Jobs →