Category: AI and Tech Capital

The Kimi K3 Reckoning: The AI IPOs Didn’t See It Coming

Moonshot’s Kimi K3 beat U.S. rivals on coding benchmarks and price, exposing the political protection behind American AI IPOs.

Brute Force Is Not Progress: The Trillion Dollar AI Bill Everyone Else Is Paying

How generative AI’s engineering failure became a household cost, a grid risk, a water crisis, an electoral fight, and a capital markets fable.

The Trillion Dollar Bill Is Not Yours: What the Western AI Buildout Means for Russia

A companion essay for Russian and Eurasian readers on the AI capex cycle, the multipolar technology response, and what Moscow can and cannot do about it.

The SpaceX IPO Grift: An Anatomy of the Most Ridiculous Overreach in Capital Markets History

SpaceX raised $75 billion at a 120 times revenue valuation, then shed nearly $600 billion as its engineered float and lockup risk emerged.

Patriot Missile Myths, Proxy Wars, and the Capture of Western Foreign Policy by the Tech Oligarchs

Trump is nothing but a vulgar prop for the tech oligarchs. They like their knaves stupid and uninformed. Mission accomplished with POTUS.

Altman’s Desperation & The Shakedown Republic: How Trump and the AI Oligarchy Turned a Bubble Into a Protection Racket

When cash-burning AI companies offer the government a stake, they are not sharing the upside. They are selling insurance against the downside.

The Fall

The largest IPO in history was six weeks old when the sky began to fail. Every fact is real. The only thing I invented was the day.

AI IPOs: Lost in Space

How Three Trillion-Dollar IPOs Are Extracting the Retirement Savings of a U.S. Population Too Indebted, Too Illiterate, and Too Conscripted to Refuse

The Data Sovereignty Trap: Why America’s AI Infrastructure Bet May Miss the Point Entirely

You Can Build the World’s Largest Data Center in Memphis or the Texas Hill Country. You Still Need Asia’s Permission to Use It.

The AI Oligarchs Delivered a “Useful Idiot” as the American President

Americans Are Being Repaid With Unemployment and a Wrecked Global Economy