The Shift #2. Four Layers of Concentration Risk
Four layers of concentration risks in Leadership, compute, advanced manufacturing and capital. Plus governance failures at the world’s largest country and the world’s largest company.
The Shift #1. Political Stability, Hormuz Infrastructure & Cyber Acceleration
The Shift #1: US midterms and persuadable voters, oil below US$100, the NCSC’s 2028 AI cyber warning and China’s new AI export controls.