2026
- 04-07 The Sovereign AI Debt: Why Cloud Capex is a Hostage Situation
- 04-05 The Silicon Debt Trap: Why $690B in Hardware is a Lease-to-Trash Contract
- 04-04 The Cloud Polygamy: Why $690B in Capex is the Last Stand for Hyperscaler Sovereignty
- 04-03 The Sovereign Compute Debt: Why National AI is a $240B Infrastructure Trap
- 04-02 The Silicon Cannibalism: Why NVLink is the New Border Wall
- 04-01 The Agentic Liquidity Trap
- 03-31 The Agentic Infrastructure Debt Trap
- 03-30 The SMR-Rubin Arbitrage: Why Your Model is a Tenant of the Grid, Not the Cloud
- 03-28 The Infrastructure Feudalism: Why Your Model is a Tenant, and the Grid is the Landlord
- 03-27 The Fusion Arbitrage: Why AI Is No Longer a Software Business