Economic Statecraft
Analysis of sanctions, supply chain warfare, trade conflicts, and the weaponization of economic interdependence between states.
The Partnership That Isn't
Russia and China present a united front against Western hegemony. But beneath the summits and joint statements lie deep structural tensions—over status, territory, and economic dependency—that Western policy could exploit through patience rather than manipulation.
The Apprentice Paradox: Why Tech Leaders Refuse to Replace Junior Developers
Tech leaders are resisting AI replacement of junior developers despite proven automation capabilities. The reason reveals a structural truth about how organisations actually produce knowledge—and why eliminating entry-level roles would destroy the pipeline that creates senior talent.
The $1.5 Trillion Bet on a Future That May Never Arrive
Tesla's market valuation embeds hundreds of billions in robotaxi expectations. The gap between what markets believe and what technology can deliver reveals how investors process radical uncertainty—and why they may be wrong.
The Architecture of Exclusion: How Travel Bans Are Reshaping Global Mobility
The United States has imposed its most expansive travel restrictions since 1952, affecting 19 countries with potential expansion to 32. The diplomatic and economic consequences extend far beyond counterterrorism—they are reordering who moves, where, and under what conditions.
The Great Repatriation
The Invisible Colleague: Second-Order Consequences of AI Agents in the Workforce
As AI agents move from augmenting human work to replacing it, the visible efficiency gains obscure deeper structural shifts: fractured career pipelines, gamified hiring systems, new forms of political dependency, and the quiet collapse of institutional knowledge transfer.
The Fence That Feeds the Fire
Donald Trump has inherited the most ambitious technology containment regime since the Cold War and vowed to make it stronger. The controls are working—just not in the ways Washington intended. As export restrictions multiply, they are reshaping the US-China competition in ways that may...
The Sanction That Couldn't Bite
Russia was supposed to collapse by now. When Western nations imposed what officials called "unprecedented" economic sanctions in February 2022, the predictions were stark: GDP would crater 15%, the ruble would become rubble, Putin's war machine would grind to a halt within months.