StratPulse
Independent Geopolitical Analyst | In-depth takes on global hotspots & strategic shifts | No affiliations · Views my own | Small circle, sharp insights
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 40 | Founded | 7 months ago | Last Issue | 6 days ago |
| Active | |||||
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stratpulseanalyst.substack.comLatest Issues
China’s Seventeen-Day AI Shock
In seventeen days, China produced three different warnings for America’s AI industry.
Moonshot AI released Kimi K3 on July 17, pushing the scale of open-weight models to 2.8 trillion parameters. DeepSeek followed on July 31 with V4-Flash,...
THE DOUBLE-BAN PARADOX · PART II-When Dependence Became a Security Threat
On May 9th 2018, ZTE informed the Hong Kong Stock Exchange that its “major operating activities” had ceased.
Three weeks earlier, America’s commerce department had activated a denial order barring the Chinese telecommunications company fro...
The Ban Turns Inward
Washington once tried to stop China from acquiring the machines of the future. It is now trying to stop America from using them.
That is the significance of the Trump administration’s latest move against Chinese technology. On July 28, the...
The Overcapacity Boomerang
On July 27th ChangXin Memory Technologies raised Rmb57.92bn in Shanghai, in Asia’s largest initial public offering of the year. Its shares rose 466% on their first day of trading. The following day, reports that China had started producing...
China Is Not Running One AI Race
China’s AI challenge is no longer emerging from a single company or frontier model. Proprietary platforms are creating depth, open weights are extending reach, and lower costs are drawing Chinese systems into foreign clouds, developer t...
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Independent analysis of the systems beneath geopolitical events—power shifts, strategic risk, political economy and cognitive divergence. Beyond inherited narratives, with frameworks and judgments preserved for time to test. No state affiliation.
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