Pantheon Insights
You'll receive accessible, deeply-researched strategic insights on major geopolitical trends affecting markets, economies, and emerging technologies.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 234 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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pantheoninsights.substack.comLatest Issues
Publication Break
Hello everyone,
Firstly, I would like to thank all of my subscribers for your dedicated readership and continued interest in Pantheon Insights. I will be taking a short publication break for all of July but will resume publications startin...
G7 Outlines New Anti-China Rare Earth Strategy
Abundant scarcity
The seven richest democracies have finally put a number on their dependence, and investors are already pricing the consequences for anyone who can refine rare earths outside China. Meeting at Évian on 17 June, G7 leaders...
China’s Chip-Making Capacity and the Limits of Containment
Moore with less
China can now mass-produce 7 nanometer chips without Western lithography, making it a formidable fast follower but not a frontier peer. That single fact anchors everything else in the semiconductor contest, from export cont...
How China and the US are Weaponizing Agentic AI
Code of Arms
The United States and China are racing to embed agentic AI into drones and swarms, automating the kill chain for decisive military advantage.
A Line in the Sand: The Gulf's Compute Bargain in the US-China AI Race
Barrels and Blackwells
The Gulf has decided that the commodity after oil is compute, and it is buying that future almost entirely from American companies.
Key Facts
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| Subscribers | Engagement | 66 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
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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