What does China want in return?

A factory can have a full order book, a skilled workforce, and every intention of opening on Monday morning. Its executives can have secured financing, negotiated shipping contracts, and purchased sophisticated equipment. Yet a missing component can render all that preparation useless. The value of the missing part may be modest. Its power over everything Read More “What does China want in return?”

The Quiet Company Challenging China’s Open AI Lead

Every so often a small, unglamorous fact arrives that tells you more about the character of a nation than any speech does. Last week, a company almost nobody outside a narrow community of software engineers had heard of released a piece of software that, on its own modest terms, may matter more than most of Read More “The Quiet Company Challenging China’s Open AI Lead”

Meaning, the Seventh Moat: What Is Worth Doing

A mail route is one of those ordinary systems that reveals a civilization’s moral life better than most speeches do. Doreen has carried hers for twenty-six years, all of it on the same rural circuit. The route looks, from any administrative distance, like logistics. Addresses. Parcels. Envelopes. Weather. Timing. Fuel. Dogs. Traffic. Scanners. A route Read More “Meaning, the Seventh Moat: What Is Worth Doing”

Welcome to the Iceberg Economy

The first mistake is looking for disappearing jobs. The second mistake is looking only at Silicon Valley. The third mistake is assuming that the country with the best artificial intelligence model automatically wins the century. Each of these mistakes is comfortable, because each of them lets us keep the maps we already own. Taken together, Read More “Welcome to the Iceberg Economy”

The Price of Being Seen: How Open Access Publishing Is Sorting American Science

A recent LinkedIn post by Dr. Jillian Goldfarb called attention to an invoice most of us never see. She had been asked to peer review a paper for a Nature-family journal. The article processing charge, paid by the author to make that single paper open access, was $12,850. That figure deserves a moment. It is Read More “The Price of Being Seen: How Open Access Publishing Is Sorting American Science”

Your Router, the Supply Chain, and a Growing Concern

There is a small box somewhere in your home that connects everything. Your phone. Your laptop. Your kid’s tablet. Your thermostat. Every byte of data that moves through your house passes through that box before it reaches the internet. The federal government just declared it a national security emergency. On March 23, 2026, the FCC Read More “Your Router, the Supply Chain, and a Growing Concern”