The stakes in technology/AI dominance keep rising: Chinese tech giants listed in U.S. are seen as posing unacceptable risk to national security. (Baidu/Ali Baba.) Look beyond Trump/trade wars to see the emerging US-China chasm which ultimately comes down to technology. This
@ninadschick
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Gemini 2.5 Research Function Praised by Users
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Gemini 2.5 research function is the best. Am I right or am I right ? Congrats @Google on going back to its AI roots.
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Ukraine’s Rare Earth Elements and AI Industrial Infrastructure Development
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Inevitable. Now: what does Ukraine actually have in terms of REE? Existing surveys are out of date (Soviet Era.) But as I argue, this is directly correlated to the Industrial buildout of Intelligence.
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AI capability gap: labs vs business preparedness reality
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There is a chasm between what Frontier Labs predict for AI's imminent capabilities and how businesses and people are actually preparing. The first mistake: clinging to current capabilities when future and near-term breakthroughs are already in the lab. The second mistake:
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Time in Market vs Timing the Market Strategy
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* Reaches for chart on time in the market vs timing the market*
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White House Trade Policy Forces Global Alignment Over Rebalancing
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The key insight: “The White House is using trade policy not to fix imbalance — but to force global alignment. And the result is an environment where investors are no longer playing probabilities — they’re gaming outcomes. “
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Trade Wars as AI Supremacy Battle: Beyond Protectionism
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Don't fall for the hackneyed analysis on 'Liberation Day.' It's deeper than just protectionism or zero-sum games. My latest piece argues these trade wars are a critical front in the defining contest of our era: the race for AI supremacy. Why? Because AI = Power. It underpins
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AI’s Most Exciting Frontier: Curing Diseases
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The most exciting thing about AI; where begins to cure illness.
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Chinese EVs Disrupting Global Auto Market: Iceland Taxi Insight
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I think it hit me when I was in Iceland and got into a very sleek EV (taxi) and asked the driver what make it was (Tesla?) and he told me, no it’s Chinese.
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Trump’s AI Presidency: NVIDIA’s Hundreds of Billions Investment
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*Trump's AI Presidency in Action: NVIDIA Bends to America First* Jensen Huang's commitment to spend 'hundreds of billions' on chips and manufacturing in the U.S. over the next four years is exactly what I predicted about Trump's AI endgame. When one of the world's most valuable