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Pantheon Insights

You'll receive accessible, deeply-researched strategic insights on major geopolitical trends affecting markets, economies, and emerging technologies.

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Substack
PricingFreemiumPublishesWeekly
Issues228Founded3 years agoLast Issue9 days ago
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Latest Issues

Chained Dragon: China's Structural Limitations in AI

Tiers of restraint

By gating its chips, fencing off its lithography and rationing its model weights, Washington has converted a commanding lead in artificial intelligence and quantum computing into a deliberate instrument of statecraft aga...

9 days ago
1
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Europe's AI Strategy: Sovereignty by Subsidy

Caesar's lamentation

In a quiet moment in Gades, the young Julius Caesar, then a Roman quaestor in Hispania, is said to have wept before a statue of Alexander the Great.

23 days ago
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US-China Export Controls: The Choke Point Equilibrium

Yin and Yang, Tit for Tat

The US and China have stopped competing within a shared technological system and started constructing two parallel ones, with the export control regimes built since 2022 doing the chiseling.

a month ago
1
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Strait of Hormuz Closed Again as Iran-US Talks Stall...Again.

Half-life of a ceasefire

The state of play

a month ago
1
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How Tanker Insurance Became the Real Blockade of Hormuz

Premium Pressure

Hormuz Holds Its Breath

a month ago
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  • Pantheon Insights

    Pantheon Insights specializes in generating actionable research in geopolitics, markets, and economies to give business leaders a competitive edge for navigating the political economy of the new global paradigm.

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