Russian In crisis, speed of sale beats quality of product
When systemic crisis hits, the winners aren’t those with the best products—but those who can sell fast to whoever needs it most.
How overpriced semiconductors launched the Big Tech era
Back in the 1960s, the U.S. paid 30 times the market price for semiconductors—because the Minuteman missile program couldn’t wait. That’s how the industry that feeds today’s Big Tech was born.
Big Tech’s nuclear bet isn’t about the planet
Today, Big Tech is the urgent buyer.
Microsoft, Google, Amazon, and Meta are pouring money into nuclear energy. Not because they love the planet—but because without it, they can’t run AGI. And without AGI, they’re just expensive hardware.
The West’s defense sector is too hollow to fight
Western defense is so degraded that in a real conflict with China, the missiles would run out in days.
Global supply chain panic: rare earths, infrastructure gaps, no fallback
China controls 87% of rare earths. The U.S. has no fallback. Europe faces a €250 billion annual deficit in equipment and infrastructure.
Not a startup game—this is DEFCON 2 industrial capitalism
The world is turning into a chain of emergency purchases: from modular reactors and Atlantic cables to hurricane-predicting AIs in the Gulf.
Governments are throwing in trillions. Infrastructure is crumbling. Old corporations can’t keep up. The winner is whoever can build and deliver right now.
This isn’t a startup sandbox. This is industrial capitalism in DEFCON 2 mode.
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