Washington does not step into a supply chain this aggressively because it likes mining.
It does it when dependence starts to look dangerous.
·7 min read
The Bottleneck Trade, Deep Dive: MP Materials
The U.S. is no longer treating rare earths like a commodity problem. It is treating them like a control problem.
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·4 min read
AI Is Creating an Inflation Nobody Is Measuring
The cost of producing music, code, and digital labor is collapsing. The volume is exploding. The market consequences are stranger than they look.
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·3 min read
AI Won’t Kill SaaS. It Will Charge You Twice.
The old software model charged for employees. The new model charges for employees—and the AI agents doing part of their work.
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·6 min read
The AI Trade Is Not a Bubble. It Is a Game of Chicken.
The question is not whether AI is real. The question is who gets paid — and who is only financing the table.
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