Energy & Policy • 12 min read

The US Burned 14 Years of Missiles in 30 Days

The US has fired 850+ Tomahawk cruise missiles in 30 days. It bought 57 last year. The math is forcing the Pentagon toward a ground war in a country the size of Alaska, ringed by 4,000-meter mountains, with 90 million people. And the person making these decisions has never commanded more than 200 soldiers. Every day the ground war extends, the Strait of Hormuz stays closed, European gas storage drains toward zero, and your gas bill goes up.

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Dramatic close-up of an empty missile rack inside a US Navy destroyer vertical launch system, the last Tomahawk canister being loaded by sailors, with a burning Persian Gulf oil facility visible through the ship's hatch

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Tech & Innovation

A dramatic underwater view of glowing submarine fiber optic cables stretching across a dark ocean floor, with distant orange explosions illuminating the surface above and warships silhouetted against a burning horizon
Mar 29, 2026 • 15 min read

From Barrels to Bandwidth: The Iran War Just Closed the Internet's Other Chokepoint

The Strait of Hormuz carries 20% of the world's oil. The cables running through it and the Red Sea carry over 90% of Europe-Asia data capacity. For the first time in telecommunications history, both chokepoints are closed simultaneously. AWS data centers have been hit by drones. Meta's undersea cable is stranded. Qatar's helium exports — essential for chip fabrication — are offline. The $650 billion AI buildout just hit a wall made of physics.

#Iran#undersea cables#AI infrastructure
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AI & Automation

A massive glowing GPU server rack burning white-hot, with a tiny pile of coins on the ground beneath it, representing the gap between AI compute costs and consumer revenue.
Mar 27, 2026 • 11 min read

OpenAI Spent $15M/Day on Sora. It Made $2M. Total.

OpenAI killed Sora on March 24 after six months and $2.1 million in total revenue. Analysts estimated peak inference costs at $15 million per day. The gap between what consumers will pay and what AI video costs to run reveals a structural wall that every consumer AI product must face.

#OpenAI#Sora#inference costs
Photorealistic data center in India glowing at dusk.
Mar 2, 2026 • 7 min read

India's $200 Billion "Neutral" AI Bluff

India is marketing itself as the democratized, neutral AI hub for the Global South, aiming for $200 billion in data center investments. But a look at the tenant list reveals a different story: U.S. tech giants are using Indian territory and subsidies to build data havens to regulatory launder AI.

#Sovereign AI#Geopolitics#Data Centers
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EVs & Mobility

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Energy & Policy

Dramatic close-up of an empty missile rack inside a US Navy destroyer vertical launch system, the last Tomahawk canister being loaded by sailors, with a burning Persian Gulf oil facility visible through the ship's hatch
Mar 30, 2026 • 12 min read

The US Burned 14 Years of Missiles in 30 Days

The US has fired 850+ Tomahawk cruise missiles in 30 days. It bought 57 last year. The math is forcing the Pentagon toward a ground war in a country the size of Alaska, ringed by 4,000-meter mountains, with 90 million people. And the person making these decisions has never commanded more than 200 soldiers. Every day the ground war extends, the Strait of Hormuz stays closed, European gas storage drains toward zero, and your gas bill goes up.

#Iran#munitions#Tomahawk
A massive cancelled check made of burning oil, signed by the Pentagon, payable to the Kremlin, floating above a dark battlefield with distant explosions and drone silhouettes
Mar 28, 2026 • 11 min read

America Bombed Iran. Russia Got the Check.

Western sanctions drove Russia's fossil fuel revenues to a post-invasion low of $501 million a day in January 2026. Then the US bombed Iran. Within two weeks, the Kremlin was earning $554 million a day. Then Trump lifted the sanctions. The spring offensive started a week later.

#Russia#Iran#oil
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Markets & Money

Industrial steel vise crushing a US dollar bill with burning oil tankers visible through a shattered window behind it
Mar 19, 2026 • 13 min read

The Vise Nobody Can Open

Three simultaneous shocks - $100 oil, a fertilizer supply collapse, and a tariff war - are crushing the global consumer from every direction. S&P Global says Japan, Germany, and the UK tip into recession at $200 oil. The math says the squeeze is already underway at $100.

#oil shock#recession#stagflation
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Picks & Reviews

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