STRATEGIC FORESIGHT in AI and National Power
JinStrategic analysis of AI's impact on geopolitics, national security, and global power dynamics.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
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| Issues | 8 | Founded | 4 months ago | Last Issue | 3 months ago |
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strategicforesightinai.substack.comLatest Issues
AI Infrastructure Repricing: $602B Capex Faces 50% Correction by 2028
Introduction
AI represents a simultaneous productivity shock and capital intensity shock—not a binary choice. $602B hyperscaler capex for 2026 signals 50-60% probability of 30-50% infrastructure repricing by 2028 through three civiliz...
AI Investment Strategy 2026: Why Infrastructure Beats Algorithms in the $600B Capex Race
Bottom line first: AI investment rewards physical infrastructure ownership—chips, power, compute—not software applications. The next decade mirrors 1920s electrification, where winners controlled generation and transmission, not appliances....
LEO’s Inflection Point: Why the 2026 Orbital Reconfiguration Matters More Than You Think
By January 2026, Low Earth Orbit ceased being an engineering curiosity and became the central battlefield for strategic advantage in connectivity, commerce, and geopolitical positioning. Two developments frame this transition: SpaceX’s oper...
When Silicon Valley's Dreams Collide: The UBI-Enhancement Paradox
The fork in humanity’s road arrives sooner than you think
TL;DR
- Elon Musk’s UBI advocacy and CRISPR’s therapeutic breakthrough set the stage for humanity’s starkest divergence: universal economic security versus biological strati...
Winner-Take-All or Long-Tail Illusion? What 232 SEC-Registered Semiconductor Companies Reveal About Capital, Geography, and the Coming Shakeout
This research is made freely available to all readers as a gesture of appreciation.
Disclosure & Methodology Note
Company classifications, market caps, and market-share figures reflect publicly available estimates as of early 202...
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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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