I've been following this chip fight for years now, and I keep waiting for someone to just say the obvious part out loud. For the last four years the US strategy has been pretty clean on paper: choke off China's access to advanced chips. You control the chokepoints — the Dutch machines that make the chips, the American software that designs them, the Taiwanese fabs that actually build them — and you control the future. Academics gave it a fancy name, "weaponized interdependence." Using the supply chain as a noose. And for a while, it looked like it was working. Then RAMageddon hit. That's what the industry is calling the memory chip shortage in 2026. AI data centers are hoovering up every stick of DRAM and HBM on the planet, because that's where the money is. And suddenly it's not just a supply chain hiccup. It's the moment the whole strategy started eating itself. Because when you point the entire world's memory capacity at the most expensive AI ch...
Open a news app on any morning this year and just watch the headlines go by. A trade story, then a drought story, then something about a bond yield, then a satellite. A few years ago you’d have read those as four different beats, written by four different reporters, for four different kinds of reader. Now they blur together. I don’t think that’s the app’s fault. I think the world has quietly stopped keeping those stories apart. That’s why this year feels different to me. I don’t mean worse, because worse has been the background noise for a long time. I mean different, as if something shifted and we all felt it without having the words. The best I can come up with is that we stopped being able to pretend the problems are separate. For years we kept them in boxes. Climate in one, debt in another, trade wars over here, water over there, each with its own tidy panel of experts. Somewhere along the way the walls came down. It’s all one room now, and the room is on fire. Start with the peopl...