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AI Race

The Silicon Shield: Taiwan’s Nanometer Defense
Posted inAI Race Silicon wars

The Silicon Shield: Taiwan’s Nanometer Defense

Forget the Fleets. Watch the Foundries In the world of grand strategy, we usually talk about aircraft carriers and ballistic missiles. It’s antiquated. In 2026, the most potent deterrent on…
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Posted by Rik Roy January 27, 2026
Pax Silica: The End of Technology As You Know It
Posted inAI Race Risk Management Silicon wars

Pax Silica: The End of Technology As You Know It

The AI Delusion Meets the Silicon Reality Building on yesterday’s analysis of the AI infrastructure craze, we need to examine this shift from a more cynical, and frankly, more accurate…
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Posted by Rik Roy January 27, 2026
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