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Freedom for Fee — How America Just Monetized the World's Most Important Public Good
The 20% Hormuz toll is not a security measure. It is the moment the world's most valuable free passage became a private revenue stream.
Jul 16
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The AI Arms Race Nobody Is Calling an Arms Race
Every major power is militarizing AI without a single binding rule governing how far it can go. The economics explain why arms control — the framework…
Jul 8
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Axis Brief
The Gulf States Aren't Diversifying Away From Oil. They're Replacing It With Compute
Saudi Arabia and the UAE are converting petrodollar wealth into AI sovereignty before the energy transition makes that conversion impossible. The…
Jul 1
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Axis Brief
The New Oil — Why Data Centers Are Now Competing With Cities for Power
By 2030 data centers will consume as much electricity as Japan. The AI race has a binding constraint — and it has nothing to do with algorithms.
Jun 24
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Axis Brief
The Internet Isn't in the Cloud. It's on the Ocean Floor — And Four Companies Just Bought Most of It.
About 530 cables carry 99% of the world's data. A dozen chokepoints could break most of them. And the companies that now own the cables aren't telecom…
Jun 17
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Axis Brief
The $150 Billion Bet — How China Is Building Its Way Out of America's Trap
America's export controls were designed to keep China dependent. The economics suggest they're working — and failing — at the same time
Jun 10
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Axis Brief
Taiwan Isn't a Geopolitical Problem. It's an Uninsurable Economic One.
The world built a $10 trillion dependency on one island. No insurance policy covers what happens next.
Jun 3
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The Countries Getting Paid by Both Sides of the AI Race
Singapore, Vietnam, and the UAE aren't choosing sides in the AI race. They're charging both sides for access. Here's the economics behind the smartest…
May 27
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Where economics explains the new geography of global power.
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