Will the Race Ever End, and Where?
The AI buildout resembles an arms race driven by the belief that falling behind is permanent. Learn why nobody racing has answered whether the compounding is real.
Anna Gilbert
Thirsty Silicon: The Water Economics of Building Chips in the Desert
Chip fabs use millions of gallons daily yet water costs almost nothing. Learn why water pricing, recycling, and desert politics shape where AI chips get built.
The Talent Gap: The Bottleneck That Money Moves Around but Doesn’t Create
The US semiconductor industry faces a 157,000 worker shortfall by 2030. Learn why the talent gap is the one AI bottleneck that capital alone cannot fix.
Terafab vs. Taiwan: Can Money Buy What TSMC Took Fifteen Years to Build?
Elon Musk’s $16.8B Terafab aims to build the world’s largest chip factory. But can capital alone replicate what took TSMC fifteen years of institutional knowledge?
Cheap Inputs, Expensive Failure: The Materials Chokepoint Behind Every AI Chip
Neon, photoresist, and critical minerals are three chokepoints behind every AI chip. Learn why cheap inputs create expensive failures when supply chains break.