AI’s Reality Check
Artificial intelligence, markets and the balance of power.
A perspective on how shifts in the balance of power can reshape the artificial intelligence narrative.
Perspectives · Markets · Ideas
Beyond the Noise
A look at the forces reshaping markets, technology and the world.
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The Empire’s Vault
How silver, trade and the dollar turned Panama into a financial centre.
Since the 16th century, Panama’s economy has revolved around the movement of other people’s goods and money; its financial institutions emerged to serve that trade.
When Computing Is No Longer Scarce
The AI value chain depends on a single ratio: demand divided by supply.
Mistral and Blue Origin
AI, space and the return of technological sovereignty.
Artificial intelligence and space are moving beyond technology industries. They are becoming strategic infrastructure.
Cerebras Systems (CBRS)
A company can beat expectations and fall 10% on the same day.
When that happens, the market is not being irrational: it is showing where the bar had been set.
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