An AI-ecosystem-model reading of today’s news Over the past few months, we’ve built something we call the AI ecosystem model, a map of how one jolt in the chain that makes artificial intelligence possible travels outward to everything else: the minerals, the chips, the data centers, the power grid, the…
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Everyone’s still guessing A quick note before we start: this one runs a little longer than usual. I’d planned to come at this subject in smaller pieces over the next few weeks, but the news got ahead of me, so I’m covering the whole topic in one piece now, and…
Comments closedInterdependence is inescapable. Pretending otherwise may make things worse. On Friday, April 17, U.S. crude oil fell 11.4 percent in a single day. The trigger was one sentence from Iran’s foreign minister: the Strait of Hormuz, closed since February’s conflict, would briefly reopen to commercial vessels. The next day, Iran…
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