I read something this week I can't get out of my head. It was Amy Pope, the head of the UN migration agency. She said something so obvious and so damning I had to read it three times to make sure I actually read it right. She said when rich countries cut development aid, they're not stopping migration. They're "making the likelihood that people will have to leave in search of safety, in search of stability, so much higher." Just sit with that for a second. The whole sales pitch for cutting aid is: save money, stop people coming. And what it actually does is guarantee more people will have to come, more instability, and higher costs later. It's like skipping your mortgage to save cash and then acting shocked when you're homeless. And this isn't theory. This is happening right now. The US cut 83% of USAID's programs. Before that, USAID alone managed 42% of all government humanitarian aid in the world. Germany went from almost 14 billion euros for dev...
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...