AI
Chinese AI that's not from Temu
Tsinghua AI spinout matches US models for 10% of price
China
AI
Geopolitics
Why China leads the startup ecosystem
The government tries to help rather than add friction
Geopolitics
Supply Chains Are Breaking. Just-In-Time is Paused.
Ford has been forced to shut down production at its Louisville factory, with CEO Jim Farley calling it a “day-to-day struggle” to get hold of the right parts. This is not a one-off event. Farley cited global sourcing challenges and rare-earth shortages tied to geopolitical tensions as root
Geopolitics
The Carbon Sink Industry
America is facing a hard truth - it no longer leads in mining. China controls more than 70 percent of the world’s rare earth mineral production and the US imports nearly three-quarters of its supply from there. In response, President Trump’s March 2025 executive order aims to reshore
Geopolitics
The Squid Games of Global Trade
The global trade stage is now Global Squid Games. 'Red light to green light' as to who is friend or foe to the US - or how to grow a business - is flickering faster than a disco strobe. One day, we know there is a problem. The next it has disappeared. CEOs must play this game of musical
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