Writing about money, tech, AI, science, physics, politics & the messy world we live in. Bitcoin included. Just trying to understand reality a bit better.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 456 | Founded | 7 months ago | Last Issue | 6 days ago |
| Active | |||||
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shanakaanslemperera.substack.comLatest Issues
The Sovereign AI Stack
Pricing the Foreign Kill Switch in Compute, Power, Materials, Bandwidth, and Trust
By Shanaka Anslem Perera. 21 May 2026.
The Gated Corridor
Russia Is Not Absorbed. Russia Is Priced Through China.
How sanctions turned convertibility from a currency property into a diplomatic permission structure
The Trillion-Dollar Fracture
How Anthropic’s transfer-restriction notice turned post-Series-G secondary pricing into a contested fair-value input for mega-cap GAAP earnings, and why Q2 is the first fair-value test.
By Shanaka Anslem Perera | 12th May 2026
The Verification Collapse
Drone war, stablecoins, AI, rare earths, and the 2027 cliffs are not separate stories. They are the first visible surfaces of a sovereignty stack being rebuilt around verification, autonomy, components, and protocol control.
By Shanaka...
The Beijing Chokepoint
Five Branches, Four Chokepoints, and the Confirmation Gap That Will Be the Trade
By Shanaka Anslem Perera | 12th May 2026
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Authors
The writers behind this newsletter.
Author of The Ascent Begins | Independent Analyst | The forces shaping money, geopolitics, AI, science, and sovereignty don’t move in silos. They move in symphony. I map the collapse and the reconstruction of order.
I write about geopolitics, markets, and power. Trained as an engineer, so I tend to read the world in systems, incentives, and failure modes.
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