AI
The week in AI
GPT-6 took the lead this week, it says
US
AI
AI
Chinese AI that's not from Temu
Tsinghua AI spinout matches US models for 10% of price
AI
Anthropic has its VHS moment
Joint Venture Kitty raised to eat breakfast, lunch and dinner of Big 7 consultancies
AI
Amazon and Anthropic's accounting bromance
Amazon just wrote Anthropic a $25 billion cheque. Anthropic promptly wrote one back for $100 billion. Here is what the deal means for you...
Geopolitics
Greenland, Jobs and Labour Chaos
The World Economic Forum in Davos dominated international attention with a tense backdrop of US-Europe friction. President Trump launched a new Board of Peace initiative aimed at Middle East conflict resolution but did so without major allied support, raising questions about diplomatic
Growth
$120k Bitcoin and Crypto Rally as US Regulators Shut
Prices are rising on macro shock, but the real shift is structural. Stablecoins, token rails and regulatory frameworks are all hardening. The firms building inside that window now will run the next market. Everyone else will play catch-up. You should care because crypto is becoming the
Leadership
Obama: Still Hopeful. More Careful
Last night I went see Barack Obama at the O2. My takeaways: Obama admitted politics has failed people and there were many mistakes. The West and the left became too comfortable in an echo chamber, taking its eye off the ball in many areas He frequently referred to values-based leadership
Geopolitics
Crypto’s Regulatory Turn: London Makes its Move
This week, UK Chancellor Rachel Reeves and US Treasury Secretary Scott Bessent met in London to align crypto regulation, starting with stablecoins. In a move that signals deeper financial integration with the US and a clear pivot away from Brussels, the two sides agreed to explore joint
AI
The AI Roundup
Good morning I recently coached an exec team who wanted more updates on how companies are responding to AI challenges. Here's the latest: The White House is finalising a “Winning the AI Race” plan to push US AI overseas and block federal funding in states with restrictive AI laws. It leans
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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