Topics

Frontier labs, autonomous systems, and the institutions trying to govern them.

Pre-positioning, exercises, and the timeline behind a Taiwan contingency.

Stablecoins, tokenization, banking charters, and the rebuilt payment rails.

The war, the closure of Hormuz, and the systems that moved around it.

The credential, the career ladder, and the bottom rung that isn't there.

Enrichment, safeguards, and a nonproliferation consensus running in reverse.

What the closure costs: fertilizer, plastics, metals, fuel, and the bill that arrives in pieces.