Archive - Industrial Intelligence

Nvidia Earnings: A Geopolitical Barometer

This isn't only about revenue - it's about the new 'AI Order'

May 28 •

Only Full Stack Control Wins the ‘AI War’

And why the U.S. and China Are Converging on Strategy

May 23 •

April 2025

RIP: Capitalism, this is an Era of Technology Protectionism

The Free Market is Dead - Long Live the Free Market.

Apr 18 •

Liberation Day: The AI Trade Wars Are Here

Why Trump's Trade Wars must be understood in the context of AI strategy

Apr 3 •

March 2025

Trump is the AI President

AI is about power, welcome to the AI Order

Mar 5 •

February 2025

In his era of "Just Doing Things," Donald Trump is breaking Europe

This is most apparent in security and AI

Feb 27 •

Elon Musk brute-forces 'smartest AI' on Earth

Compute Is King—And xAI Just Proved It

Feb 18 •

"Plug, Baby, Plug" - Energy is AI's Wild Card

Macron gets that it's all about the energy, baby

Feb 11 •

The Automation Assumption Was Wrong—The Revolution Eats Itself

As well as the 'Oh Sh**' moment for Knowledge Workers

Feb 7 •

The Industrialization of Intelligence

What happens when the cost of Intelligence falls to zero?

Feb 3 •

January 2025

Why the Consensus (and Market View) on DeepSeek is Completely Wrong

Markets Lost $1T Over a $6M AI Model (And Completely Missed the Point)

Jan 29 •

December 2023

Gemini's release blows up in Google's face

In its rush to assert AI supremacy, Google makes serious judgement error on Gemini demo

Dec 8, 2023 •

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