AI
2026
- 04-06 The $700B Silicon Binge: Why Big Tech is Betting the Farm on a Power-Starved Future
- 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
- 04-01 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
- 03-27 The Fusion Arbitrage: Why AI Is No Longer a Software Business
- 03-17 The $1 Trillion Delusion: Why Nvidia's GTC 2026 is a High-Bandwidth Debt Trap
- 03-08 The Compute Debt Trap: Why the AI Capex War is the Software Industry's Margin Executioner
- 02-26 The Orbital Premium: Why Earth Can No Longer Afford AI