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STRATEGIC FORESIGHT in AI and National Power

Jin

Strategic analysis of AI's impact on geopolitics, national security, and global power dynamics.

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Substack
PricingOnly free issuesPublishesDaily
Issues8SubscribersRead strategicforesightinai.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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....

20 days ago
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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...

a month ago
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When Silicon Valley's Dreams Collide: The UBI-Enhancement Paradox

#### The fork in humanity’s road arrives sooner than you think

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Authors

The writers behind this newsletter.

  • Jin

    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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