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Geopolitics | Global power, conflict & policy

Geopolitics · Global power, conflict, and policy intelligence | Showing 24 of 55

Geopolitics | Global power, conflict & policy

Global power, conflict, and policy — the stories reshaping the world order.

Geopolitics · Showing 24 of 55

Latest Reports on War Drones | 60 Minutes

> "what is the cost of killing every Russian you would be surprised but the cost of killing every Russian is less than $1,000 now that's why they send so many people to die on the front line they don't count them they don't value them" - **Oleksandr Kamyshin** [[00:04:21](https://youtu.be/SHLgNencz3o?t=261)] > "a Patriot missile battery cost about a billion dollars to procure one system each missile cost about $4…

Apr 12, 2026·AI
Latest Reports on War Drones | 60 Minutes

The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare | All-In Podcast

> "anyone who's been to war would tell you that war is awful... at the end of the day it's all about deterrence... make it unthinkable to your adversaries that they should ever challenge you" - **Trey Stephens** [[00:03:39](https://youtu.be/mjNP5IOzCbA?si=f5pbs4hUgnamVjsJ&t=219s)] > "we lost the American industrial base and have a defense industrial base is you lose volume you lose the R&D stimulus" - **Shyam…

Apr 8, 2026
·Geopolitics
The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare  | All-In Podcast

Anthropic, the Pentagon, and the Future of Autonomous Weapons | Odd Lots

> "I think conceptually I think the distinction really is a weapon that is choosing its own targets on the battlefield." - **Paul Scharre** [[00:05:15](https://youtu.be/_jYFDx6B9iU?si=mqOKj57zSaz0-UTS&t=315s)] > "The US military's flown over 6,000 sorties against Iran... US mil got to bring all that information together and find out where are these targets right now." - **Paul Scharre**…

Mar 30, 2026·AI
Anthropic, the Pentagon, and the Future of Autonomous Weapons | Odd Lots

Digital India: Fueling India’s Consumption Story | Keynote Address by Nandan Nilekani | Fireside Ventures

> "A coordinated push created the rails for digital inclusion, making 2016 India's digital inflection point." - **Speaker** [[00:01:42](https://youtu.be/n-uS3pPC_iU?si=ribgANanvaWCG80w&t=1m42s)] > "Each innovation unlocked the next. India Stack was the keystone domino - and we are now in the acceleration phase." - **Speaker** [[00:02:37](https://youtu.be/n-uS3pPC_iU?si=ribgANanvaWCG80w&t=2m37s)] > "Aspiration has…

Mar 27, 2026·AI
Digital India: Fueling India’s Consumption Story | Keynote Address by Nandan Nilekani | Fireside Ventures

China and the Future of Science by Tanner Greer | 21 March, 2026 | The Scholar’s Stage Substack

> "even if you believe that political instability or economic uncertainty might arrest China’s upward climb, that might not change the trajectory of Chinese science. All of those Chinese scientists and engineers will still be there. Their labs and facilities have already been built. Their equipment and instruments have already been bought. Their technicians are already trained. That will still be true if Xi Jinping…

Mar 26, 2026·AI
China and the Future of Science by Tanner Greer | 21 March, 2026 | The Scholar’s Stage Substack

What is Techno-nationalism? | Knowledge Bytes

Techno-nationalism is a mercantilist ideology linking technological innovation directly to national security, economic prosperity, and social stability. It involves governments prioritizing homegrown technology, restricting foreign technology access, and treating high-tech sectors (like semiconductors, AI) as vital national assets, often in a zero-sum competition. **Key Characteristics** - **Zero-sum…

Mar 26, 2026·AI
What is Techno-nationalism? | Knowledge Bytes

https://www.highcapacity.org/p/chinas-tech-long-game

China's technology long game | High Capacity by Kyle Chan

Mar 22, 2026·China
https://www.highcapacity.org/p/chinas-tech-long-game

https://x.com/kyleichan/status/2034963594824036706?s=20

*China's Technology Long Game : What reading through China's Five-Year Plans reveals about its evolving tech strategy--and its plans for the industries of the future.* | Kyle Chan (@kyleichan)

Mar 22, 2026·China
https://x.com/kyleichan/status/2034963594824036706?s=20

AI, Tesla, Defense & Energy: What Comes Next? | Antonio Gracias & Gavin Baker

> "If you do not start using AI regularly you will be out competed by people who do." - **Antonio Gracias** [[00:00:32](https://youtu.be/s4QVoht3YsI?si=hN89Sl8sPRA2xVxK&t=0h0m32s)] > "The decisions that software company CEOs make now will echo in eternity; they have two to three months to make good decisions." - **Gavin Baker** [[00:06:27](https://youtu.be/s4QVoht3YsI?si=hN89Sl8sPRA2xVxK&t=0h6m27s)] > "The models…

Mar 21, 2026·AI
AI, Tesla, Defense & Energy: What Comes Next? | Antonio Gracias & Gavin Baker

Shyam Sankar (CTO of Palantir Technologies) : How AI Is Changing Warfare | Invest Like The Best

> "frankly if you look back at history the only shit that ever worked the things that helped us win all the wars were the things that the heretics actually did" - **Shyam Sankar** [00:01:55](https://www.youtube.com/watch?v=EB9V8d3ZYbc&t=0h1m55s) > "we've had no deaths due to nuclear incidents in our submarine force and he designed it to a standard... 100 times safer than what we believe the minimum standard to be"…

Mar 19, 2026·AI
Shyam Sankar (CTO of Palantir Technologies) : How AI Is Changing Warfare | Invest Like The Best

https://x.com/Civixplorer/status/2033985721271521495?s=20

*The global tech supply chain. #Toto #Ajinomoto*

Mar 18, 2026·Tech
https://x.com/Civixplorer/status/2033985721271521495?s=20

Untitled 3cff02

*Anthropic's AI usage by country & state - [Anthropic Economic Index](https://www.anthropic.com/economic-index#us-usage)*

Mar 18, 2026·AI
Untitled 3cff02

At 250, sustaining America’s competitive edge | March 9, 2026 | McKinsey Global | Report

> McKinsey: " The US is the most economically competitive country in the world today, but it has work to do. Despite accounting for just **4% of the world's population**, the US produces **26% of GDP**, **27% of research & development**, and has **59 of the world's 100 most valuable firms**. But the world is changing rapidly, and the next chapter holds immense challenges. How can the US best position itself to…

Mar 15, 2026·AI
At 250, sustaining America’s competitive edge | March 9, 2026 | McKinsey Global | Report

AI, Rare Earths, and Economic Statecraft with Michael Every & Craig Tindale | RR 22 | Nate Hagens

> "Markets won't work this out because market forces the way that we understand them are not at play... you're dealing with another side which is prepared to produce everything at a loss in perpetuity in order to achieve that control." - **Michael Every** [[00:00:12](https://www.youtube.com/watch?v=GKzsjvRVkik&t=0h0m12s)] > "Economic statecraft really begins with making you ask that simple question of what do you…

Mar 14, 2026·AI
AI, Rare Earths, and Economic Statecraft with Michael Every & Craig Tindale | RR 22 | Nate Hagens

The Interview: Christopher Wood’s Big Warning! AI Bubble, Private Credit Crisis & India Opportunity | ET Now

> "AI is looking more like the airline industry capex intensive but not necessarily very profitable... what is the killer app of a chat box so far I would say the killer app of Open AI is letting kids do their cheat on their homework." - Christopher Wood [[00:04:02]](https://www.youtube.com/watch?v=RlXaWjOOn1A&t=0h4m2s) > "if I'm investing in anthropic or open AI I'm definitely investing in anthropic." -…

Mar 11, 2026·AI
The Interview: Christopher Wood’s Big Warning! AI Bubble, Private Credit Crisis & India Opportunity | ET Now

https://www.jpmorganchase.com/content/dam/jpmorganchase/documents/center-for-geopolitics/decoding-the-new-global-operating-system.pdf

*The Geopolitics of AI: Decoding the New Global Operating System (Oct 2025) | J.P Morgan*

Mar 2, 2026·China
https://www.jpmorganchase.com/content/dam/jpmorganchase/documents/center-for-geopolitics/decoding-the-new-global-operating-system.pdf

Untitled 9bfa6a

*Transforming for scale: Ashok Vaswani (MD & CEO)'s views about India’s financial sector*

Mar 2, 2026·Financial Sector
Untitled 9bfa6a

AI as New Global Power? | Feb 27, 2026 | Morgan Stanley

> "The big five American firms have assembled about 10 times the compute to train their current LLM compared to their prior LLMs... if the scaling laws hold, then a 10x increase in training compute results in models that are about twice as capable." - Stephen Bird (On the widening gap between proprietary and open models) [00:03:46](https://www.youtube.com/watch?v=sr_XVBpPHWE&t=0h3m46s) > "The pure technologist…

Mar 2, 2026·AI
AI as New Global Power? |  Feb 27, 2026  | Morgan Stanley

Fall-out from the Semiconductor Pact; Making a rust bowl of Silicon Valley by Robert B. Reich | Oct. 12, 1986 | New York Times

When they allude to Mark Twain's prescient but overused quote :- "History Doesn't Repeat Itself, but It Often Rhymes” , this is what they mean:- The following article appears in The New York Times' print on **Oct. 12, 1986**. Yes, 1986 - not the 2020s. Such uncanny resemblance today:- Article:- >*THIS is **another story of the loss of a manufacturing industry to Japan**, of **protectionism** that backfired, and…

Feb 28, 2026·China
Fall-out from the Semiconductor Pact; Making a rust bowl of Silicon Valley by Robert B. Reich | Oct. 12, 1986 | New York Times

China aims for 5-fold increase in advanced chip output to meet AI demand | Nikkei Asia

*Backed by Beijing, Huawei and SMIC lead efforts on 7-nm and 5-nm-like production tech.* > Nikkei Asia: "Huawei itself plans to roll out several Ascend chipsets in 2026, including the Ascend 950 PR and Ascend 950DT, along with related computing solutions for AI infrastructure, as part of its efforts to further strengthen domestic AI computing capabilities. Its share of China's AI computing chip market was about…

Feb 28, 2026·AI
China aims for 5-fold increase in advanced chip output to meet AI demand | Nikkei Asia

Role of AI and its impact on markets: In conversation with Chris Wood & Nilesh Shah | Business Standard

> "From an Indian standpoint, India is the reverse AI trade globally. That's the key point to understand here in India." - Chris Wood [00:02:30](https://www.youtube.com/watch?v=jxr6i3mDR20&t=150s) > "The Indian side of AI story is just like our AI summit—some people found it very attractive and some people found it very chaotic." - Nilesh Shah [00:03:03](https://www.youtube.com/watch?v=jxr6i3mDR20&t=183s) > "This…

Feb 24, 2026·AI
Role of AI and its impact on markets: In conversation with Chris Wood & Nilesh Shah | Business Standard

Nandan Nilekani at Infosys AI Day 2026 | “AI Is a Fundamental Root-and-Branch Surgery”

> "This is a fundamental root and branch surgery of the way business is done which is why this technology transition is so dramatically different from anything else that we have seen." - Nandan Nilekani (On the structural shift required by AI) [[00:03:59]](https://www.youtube.com/watch?v=X--yKbyhcAE&t=239s) > "Fundamentally accumulated tech debt over decades must be paid. You have no longer have the option to…

Feb 23, 2026·AI
Nandan Nilekani at Infosys AI Day 2026 | “AI Is a Fundamental Root-and-Branch Surgery”

A New Age of Nations: Power and Advantage in the AI Era | Rand Corporation

*Excerpt from the report:* By the late 1860s, the leaders of Japan began taking seriously trends around their region and the world and recognized that they were in deep trouble. A scientific, technological, economic, and industrial revolution was transforming several leading powers, most especially the United Kingdom. In the nations that led this conversion, groups of scientists, entrepreneurs, engineers, and…

Feb 23, 2026·AI
A New Age of Nations: Power and Advantage in the AI Era | Rand Corporation

https://www.rand.org/pubs/perspectives/PEA3691-14.html

*A New Age of Nations: Power and Advantage in the AI Era (Jan 2026) | Michael J. Mazarr | RAND | (Clcik Source)*

Feb 23, 2026·Report
https://www.rand.org/pubs/perspectives/PEA3691-14.html
Source
AIGeopoliticsPE/VC
+33 more tags
PodcastSemiconductorsTechnology

Latest Reports on War Drones | 60 Minutes

"what is the cost of killing every Russian you would be surprised but the cost of killing every Russian is less than $1,000 now that's why they send so many people to die on the front line they don't count them they don't value them" - Oleksandr Kamyshin [00:04:21]

"a Patriot missile battery cost about a billion dollars to procure one system each missile cost about $4…

View Full Article
UJ
Apr 12, 2026
Source
GeopoliticsPE/VCPodcast
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Technology
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AIDefenceGeopolitics
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OddLots
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India
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AIConceptsGeopolitics
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ChinaFive Year PlanTech
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AIDefenceEnergy
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Finance
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AIFinanceGeopolitics
+77 more tags
Invest Like The Best
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TechAIGeopolitics
+33 more tags
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AICommoditiesCraig Tindale
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Geopolitics
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Equity
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India
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+5
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ReportAIGeopolitics
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US

The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare | All-In Podcast

"anyone who's been to war would tell you that war is awful... at the end of the day it's all about deterrence... make it unthinkable to your adversaries that they should ever challenge you" - Trey Stephens [00:03:39]

"we lost the American industrial base and have a defense industrial base is you lose volume you lose the R&D stimulus" - **Shyam…

View Full Article
UJ
Apr 8, 2026
Podcast
Technology
US / West

Anthropic, the Pentagon, and the Future of Autonomous Weapons | Odd Lots

"I think conceptually I think the distinction really is a weapon that is choosing its own targets on the battlefield." - Paul Scharre [00:05:15]

"The US military's flown over 6,000 sorties against Iran... US mil got to bring all that information together and find out where are these targets right now." - Paul Scharre…

View Full Article
UJ
Mar 30, 2026
India Focused
Keynote
Macros
Markets & Investments
Nandan Nilekani
PE/VC
Podcast
Startups
Technology
Thematic

Digital India: Fueling India’s Consumption Story | Keynote Address by Nandan Nilekani | Fireside Ventures

"A coordinated push created the rails for digital inclusion, making 2016 India's digital inflection point." - Speaker [00:01:42]

"Each innovation unlocked the next. India Stack was the keystone domino - and we are now in the acceleration phase." - Speaker [00:02:37]

"Aspiration has…

View Full Article
UJ
Mar 27, 2026
+7
7 more tags
China FocusedGeopoliticsInnovationReportReport, Blogs & InsightsTechTechnology

China and the Future of Science by Tanner Greer | 21 March, 2026 | The Scholar’s Stage Substack

"even if you believe that political instability or economic uncertainty might arrest China’s upward climb, that might not change the trajectory of Chinese science. All of those Chinese scientists and engineers will still be there. Their labs and facilities have already been built. Their equipment and instruments have already been bought. Their technicians are already trained. That will still be true if Xi Jinping…

View Full Article
UJ
Mar 26, 2026
Knowledge ByteKnowledge BytesTechno-nationalismTechnology

What is Techno-nationalism? | Knowledge Bytes

Techno-nationalism is a mercantilist ideology linking technological innovation directly to national security, economic prosperity, and social stability. It involves governments prioritizing homegrown technology, restricting foreign technology access, and treating high-tech sectors (like semiconductors, AI) as vital national assets, often in a zero-sum competition.

Key Characteristics

  • **Zero-sum…
View Full Article
UJ
Mar 26, 2026
China
Five Year Plan
Article
+77 more tags
ReportTechnologyAIBlog / ArticleGeopoliticsChina FocusedReport, Blogs & Insights

https://www.highcapacity.org/p/chinas-tech-long-game

China's technology long game | High Capacity by Kyle Chan

View Full Article
UJ
Mar 22, 2026
FinanceGeopoliticsChina FocusedReport, Blogs & InsightsTechnologyAIPE/VC

https://x.com/kyleichan/status/2034963594824036706?s=20

China's Technology Long Game : What reading through China's Five-Year Plans reveals about its evolving tech strategy--and its plans for the industries of the future. | Kyle Chan (@kyleichan)

View Full Article
UJ
Mar 22, 2026
Geopolitics
Macro / Economics
PE/VC
Podcast
Tech
Technology
Tesla
US / West

AI, Tesla, Defense & Energy: What Comes Next? | Antonio Gracias & Gavin Baker

"If you do not start using AI regularly you will be out competed by people who do." - Antonio Gracias [00:00:32]

"The decisions that software company CEOs make now will echo in eternity; they have two to three months to make good decisions." - Gavin Baker [00:06:27]

"The models…

View Full Article
UJ
Mar 21, 2026
Palantir Technologies
PE/VC
Podcast
Tech
Technology
US / West

Shyam Sankar (CTO of Palantir Technologies) : How AI Is Changing Warfare | Invest Like The Best

"frankly if you look back at history the only shit that ever worked the things that helped us win all the wars were the things that the heretics actually did" - Shyam Sankar 00:01:55

"we've had no deaths due to nuclear incidents in our submarine force and he designed it to a standard... 100 times safer than what we believe the minimum standard to be"…

View Full Article
UJ
Mar 19, 2026
Report, Blogs & InsightsTechnologyUS / West

https://x.com/Civixplorer/status/2033985721271521495?s=20

The global tech supply chain. #Toto #Ajinomoto

View Full Article
UJ
Mar 18, 2026
+5
5 more tags
FinanceTechnologyReport, Blogs & InsightsUS / WestPE/VC

Untitled 3cff02

Anthropic's AI usage by country & state - Anthropic Economic Index

View Full Article
UJ
Mar 18, 2026
MacroMacro / EconomicsMckinseyMonetary PolicyReportReport, Blogs & InsightsTechnologyUS / WestUSAWall Street

At 250, sustaining America’s competitive edge | March 9, 2026 | McKinsey Global | Report

McKinsey: " The US is the most economically competitive country in the world today, but it has work to do. Despite accounting for just 4% of the world's population, the US produces 26% of GDP, 27% of research & development, and has 59 of the world's 100 most valuable firms. But the world is changing rapidly, and the next chapter holds immense challenges. How can the US best position itself to…

View Full Article
UJ
Mar 15, 2026
Macro / Economics
Michael Every
Podcast
Technology

AI, Rare Earths, and Economic Statecraft with Michael Every & Craig Tindale | RR 22 | Nate Hagens

"Markets won't work this out because market forces the way that we understand them are not at play... you're dealing with another side which is prepared to produce everything at a loss in perpetuity in order to achieve that control." - Michael Every [00:00:12]

"Economic statecraft really begins with making you ask that simple question of what do you…

View Full Article
UJ
Mar 14, 2026
India
India Focused
Jefferies
Macro / Economics
Markets & Investments
Monetary Policy
Podcast
Technology

The Interview: Christopher Wood’s Big Warning! AI Bubble, Private Credit Crisis & India Opportunity | ET Now

"AI is looking more like the airline industry capex intensive but not necessarily very profitable... what is the killer app of a chat box so far I would say the killer app of Open AI is letting kids do their cheat on their homework." - Christopher Wood [00:04:02](https://www.youtube.com/watch?v=RlXaWjOOn1A&t=0h4m2s)

"if I'm investing in anthropic or open AI I'm definitely investing in anthropic." -…

View Full Article
UJ
Mar 11, 2026
+5
5 more tags
FinanceChina FocusedReport, Blogs & InsightsTechnologyPE/VC

https://www.jpmorganchase.com/content/dam/jpmorganchase/documents/center-for-geopolitics/decoding-the-new-global-operating-system.pdf

The Geopolitics of AI: Decoding the New Global Operating System (Oct 2025) | J.P Morgan

View Full Article
UJ
Mar 2, 2026
+8
8 more tags
PE/VCReportFinanceGeopoliticsIndia FocusedReport, Blogs & InsightsMarkets & InvestmentsTechnology

Untitled 9bfa6a

Transforming for scale: Ashok Vaswani (MD & CEO)'s views about India’s financial sector

View Full Article
UJ
Mar 2, 2026
Morgan Stanley
PE/VC
Podcast
Technology
US / West

AI as New Global Power? | Feb 27, 2026 | Morgan Stanley

"The big five American firms have assembled about 10 times the compute to train their current LLM compared to their prior LLMs... if the scaling laws hold, then a 10x increase in training compute results in models that are about twice as capable." - Stephen Bird (On the widening gap between proprietary and open models) 00:03:46

"The pure technologist…

View Full Article
UJ
Mar 2, 2026
+9
9 more tags
Industrial PolicyJapanMacro / EconomicsProtectionismReport, Blogs & InsightsSemiconductorsTechnologyUS / WestUSA

Fall-out from the Semiconductor Pact; Making a rust bowl of Silicon Valley by Robert B. Reich | Oct. 12, 1986 | New York Times

When they allude to Mark Twain's prescient but overused quote :- "History Doesn't Repeat Itself, but It Often Rhymes” , this is what they mean:- The following article appears in The New York Times' print on Oct. 12, 1986. Yes, 1986 - not the 2020s. Such uncanny resemblance today:-

Article:-

*THIS is another story of the loss of a manufacturing industry to Japan, of protectionism that backfired, and…

View Full Article
UJ
Feb 28, 2026
6 more tags
GeopoliticsManufacturingReport, Blogs & InsightsSemiconductorsSMICTechnology

China aims for 5-fold increase in advanced chip output to meet AI demand | Nikkei Asia

Backed by Beijing, Huawei and SMIC lead efforts on 7-nm and 5-nm-like production tech.

Nikkei Asia: "Huawei itself plans to roll out several Ascend chipsets in 2026, including the Ascend 950 PR and Ascend 950DT, along with related computing solutions for AI infrastructure, as part of its efforts to further strengthen domestic AI computing capabilities. Its share of China's AI computing chip market was about…

View Full Article
UJ
Feb 28, 2026
Finance
Geopolitics
India
India Focused
Markets & Investments
Nilesh Shah
Podcast
Technology

Role of AI and its impact on markets: In conversation with Chris Wood & Nilesh Shah | Business Standard

"From an Indian standpoint, India is the reverse AI trade globally. That's the key point to understand here in India." - Chris Wood 00:02:30

"The Indian side of AI story is just like our AI summit—some people found it very attractive and some people found it very chaotic." - Nilesh Shah 00:03:03

"This…

View Full Article
UJ
Feb 24, 2026
India Focused
Markets & Investments
Nandan Nilekani
PE/VC
Podcast
Technology

Nandan Nilekani at Infosys AI Day 2026 | “AI Is a Fundamental Root-and-Branch Surgery”

"This is a fundamental root and branch surgery of the way business is done which is why this technology transition is so dramatically different from anything else that we have seen." - Nandan Nilekani (On the structural shift required by AI) [00:03:59](https://www.youtube.com/watch?v=X--yKbyhcAE&t=239s)

"Fundamentally accumulated tech debt over decades must be paid. You have no longer have the option to…

View Full Article
UJ
Feb 23, 2026
5 more tags
Industrial ReveolutionMacro / EconomicsReport, Blogs & InsightsTechnologyUK

A New Age of Nations: Power and Advantage in the AI Era | Rand Corporation

Excerpt from the report:

By the late 1860s, the leaders of Japan began taking seriously trends around their region and the world and recognized that they were in deep trouble. A scientific, technological, economic, and industrial revolution was transforming several leading powers, most especially the United Kingdom. In the nations that led this conversion, groups of scientists, entrepreneurs, engineers, and…

View Full Article
UJ
Feb 23, 2026
MacrosEconomicsFinanceWall StreetTechnologyReport, Blogs & InsightsPE/VC

https://www.rand.org/pubs/perspectives/PEA3691-14.html

A New Age of Nations: Power and Advantage in the AI Era (Jan 2026) | Michael J. Mazarr | RAND | (Clcik Source)

View Full Article
UJ
Feb 23, 2026