Research area

Advanced Technology

Technology becomes strategic when compute, energy, supply chains, and institutional capacity compound into durable advantage.

Capability layer · System in view

Compute, energy, chips, models, and the supply chains that turn research into deployable power.

Technology matters here when it changes who can build, scale, defend, or price capability before everyone else catches up.

Recent signals in this frame

What this theme watches

Where frontier capability is concentrating
Which inputs become binding constraints
When diffusion turns into operating advantage

Lead signal

Diffusion and Control

The July breach separated corporate control of a model from operational control of its behavior, and moved the American AI question from the frontier to the deployment layer.

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Essay

The AI Arms Race Is Becoming a Contest for Industrial Power

The real question is which company can turn capital expenditure into a self-reinforcing system of lower computing costs, stronger models, broader distribution, higher utilization, and recurring revenue.

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Memo

Tax on the Future

How the Trump administration will handle semiconductors

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Publication record

All work in Advanced Technology

Reports and memos ranked by publication date with content type, access, and read-time context.

Memo

Diffusion and Control

The July breach separated corporate control of a model from operational control of its behavior, and moved the American AI question from the frontier to the deployment layer.

Date: Jul 28, 2026
Access: Free
Read: 15 min

Essay