Julian Alexander Brown
Writing on the nexus and frontiers of governance, geopolitics, economics, energy, and technology. MSc Global Governance & Diplomacy at Oxford (2025–26); experience at the White House and U.S. State Department. Views my own.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 18 | Founded | 9 months ago | Last Issue | 24 days ago |
| Active | |||||
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julianalexanderbrown.substack.comLatest Issues
The Hormuz Trap
On 26 February, Iranian and American negotiators met in Geneva and reopened a diplomatic channel that had stalled for months. Oman, acting as intermediary, projected optimism and reported “significant progress.” Tehran indicated readiness t...
Memory Is the New Bottleneck: Why Micron Is Still Mispriced
Micron Technology is up over 330% in the past twelve months. It just reported fiscal Q2 2026 results that nearly tripled year over year revenue to $23.9 billion, with gross margins of 75% and earnings per share of $12.20 that obliterated a...
A Guide to the Exponentials
The Structure of Acceleration
We tend to analyze technology one curve at a time. AI improves. Energy gets cheaper. Biology becomes programmable. Robotics advances. Launch costs fall. Each trajectory has its own logic. Each can be meas...
The Pension Dilemma: When Technocratic Urgency Meets Technological Optimism
I thought I had made an airtight case.
Among friends who care about fiscal sustainability and intergenerational fairness, I would walk through the demographic arithmetic with confidence. Fewer workers supporting more retirees. Sluggish gro...
The Doom Cycle: Why the U.S.–China AI Race Is Breaking the World Order
Sometime between 2027 and 2035, the structural conditions for a military conflict over Taiwan are accumulating, driven by the convergence of historical revisionism and the semiconductor supply chains on which AI depends. That is a terrible...
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| Subscribers | Engagement | 67 | Monthly Web Visits | ||
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The writers behind this newsletter.
Writing on the nexus and frontiers of governance, geopolitics, economics, energy, and technology. MSc Global Governance & Diplomacy at Oxford (2025–26); experience at the White House and U.S. State Department. Views my own.
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