Vlado Vivoda, PhD
Vlado Vivoda, PhD, Ron JanjuaExploring critical minerals, AI infrastructure, energy security and the strategic systems shaping twenty-first century statecraft.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 120 | Founded | a year ago | Last Issue | 3 days ago |
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vladovivoda.substack.comLatest Issues
The Bottleneck Nobody Modelled
The AI industry has mapped its bottlenecks with forensic care: advanced chips, high-bandwidth memory, transformers, turbines, transmission, water. In Piqua, Ohio, voters supplied a reminder that another constraint sits outside the equipment...
Three Workshops Away from Dysprosium
On 16 October 2026 the State Department posted an eleven-page PDF to its website: the Integrated Country Strategy for the U.S. Mission to Burma, approved on 31 August. Documents of this genre are written to be filed rather than read, a ladd...
The Compute Bargain
What AI Actually Requires — Part 4 of 4
On 20 October, briefing notes reported by the Australian Financial Review showed developers warning NSW that approval timelines and power arrangements could send investment elsewhere. The next day, N...
Who Pays for the AI Connection
What AI Actually Requires — Part 3 of 4
The corporate march into the future now apparently requires twenty identical black shirts. In its 22 October column, Rear Window described NEXTDC chief executive Craig Scroggie’s standardized wardrob...
The Nine Dollar Powder That Can Halt a Jet Engine Factory
What yttrium actually does and how a shortage travels through advanced industrial systems.
An industrial power can spend decades learning to build a jet engine and still find its production schedule exposed to a white powder that costs les...
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Authors
The writers behind this newsletter.
Dr Vlado Vivoda writes about power from the ground up, where critical minerals, energy, industry and statecraft meet, and where the material world reveals deeper patterns.
A law–psychology–tech hybrid in my 50's with international experience, testing big ideas against real-world incentives, risk, & uncertainty. Sub for rational, ethically grounded conversations on society, power, belonging & the systems we live in.
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