(Geo)politics
America’s AI Is Looking Like A Busted Flush
Paul and Ken assess the latest developments associated with AI and how it is increasingly appears as far as the US is concerned, AI is looking like a busted flush. [read more]
AI
Technology
The AI Boom Isn’t Going According To Plan
We are joined once again today by Dario to discuss AI and why it is not playing out as expected and what that means in the wider context of Western economies and the financial system. [read more]
Technology
China’s revolutionary AI technology transforms car manufacturing forever
Paul and Ken assess how China has successfully addressed the HOLY GRAIL of car manufacturing using AI technology [read more]
(Geo)politics
The AI Race Is Already Over. China Is The Winner
Paul and Ken assess why China is the clear winner in the AI race and concurs with what industry insiders in the West have also been saying. [read more]
(Geo)politics
Huawei Declares Victory In Tech War With U.S.
Paul assesses how US attempts to crush Huawei out of existence have been an abysmal failure and how the US [read more]
Economics
AI is a Bubble That Could Blow up the Western Financial System
Paul and Ken assess why the current AI model is another dotcom bubble which threatens to take down the Western financial system when it bursts. [read more]
Technology
Huawei Wins Chip War. U.S. Takes Desperate Action, Fears China Tech Dominance
Paul and Ken discuss how Huawei continues to thrive despite the US trying to destroy them and the desperate levels Washington has now sunk to as it fears China dominating the technology revolution. [read more]
Interviews and Videos
David Lee: Is China setting an arms race trap for the US? Reshoring, AI/tech, supply chains and more
Paul welcomes David Lee, who has vast experience in global supply chains, technology and manufacturing. They discuss all these sectors in the context of China and China-US relations. In addition, David discusses the possibility of China setting a trap for the US with respect to an arms race. [read more]
Technology
Could China’s DeepSeek be the catalyst to collapse the US tech sector?
We assess the recent announcement of China’s DeepSeek AI app at precisely the same time Trump announces the $500 billion Stargate Project and what this could mean for this project and the wider US tech sector. [read more]
Technology
Dario: A sober assessment of the current state of AI and Semiconductor sectors
Dario joins us today to discuss AI and semiconductor sectors, providing a very thoughtful and sober analysis of the current status of these sectors. This includes some relevant historical context. [read more]