STRATEGIC FORESIGHT in AI and National Power
JinStrategic analysis of AI's impact on geopolitics, national security, and global power dynamics.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 14 | Founded | 7 months ago | Last Issue | 2 months ago |
| Active | |||||
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strategicforesightinai.substack.comLatest Issues
Silicon Photonics: The Ecosystem Won, Not the Material
The AI infrastructure stack is hardening into physics — and material selection is suddenly a live competitive variable again.
A semiconductor industry consensus has solidified around silicon photonics as the foundational interconnect layer...
The AI Game Platform Fei-Fei Li Co-Founded Has 5 Million Users. It Still Hasn't Answered the Only Question That Matters.
In May 2026, a little-known startup called Astrocade closed a $56 million combined Series A and B round. Sequoia led the B. Sea led the A. Google’s AI Futures Fund, NVIDIA, LG Technology Ventures, and Dentsu Ventures all joined in.
On pape...
NVIDIA Vera Rubin, AI Factories, and What They Really Mean for Your Capital Plans
A sales pitch, a CPU, and a very uncomfortable question
NVIDIA talk through the usual deck: Arm cores, bandwidth numbers, references to a few quant hedge funds already using their CPU‑GPU combo. All very standard vendor theatre—until...
Louisiana v. Callais: What the Supreme Court Just Did to Section 2 of the Voting Rights Act
Louisiana v. Callais: How a Right Stays on Paper but Dies in Practice
On April 29, 2026, the Supreme Court decided Louisiana v. Callais by a 6–3 vote, with all six conservative justices in the majority. The basic question sounded almo...
SpaceX's $60 Billion Option on Cursor Isn't a Deal. It's a Pre-IPO Instrument.
In capital markets, deal structure is often more informative than the deal itself.
On April 21, 2026, SpaceX confirmed on X a structurally unusual arrangement: Anysphere, parent of AI coding tool Cursor, granted SpaceX the right to acquire...
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I like research, trading, decoding the mechanisms of capital worlds, developing tools to enhance trading results, and sharing ideas on trading.
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