How AI Tokens Challenge Broadband Economics
The parallel evolution of two foundational commodities in a new economic layer.
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Listen: https://ift.tt/OwThAjb Historian Damian Valdez on international order's 19th-century origins. Read by Leighton Pugh. Image: Mexican general Agustín de Iturbide rides through a ceremonial arch to welcoming officials in Mexico City on September 27, 1821, after decisively winning independence for… more ›
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Listen: https://ift.tt/EuPJHv0 This week on Sinica, I chat with Daniel Kurtz-Phelan, editor of Foreign Affairs, about how the journal has both shaped and reflected American discourse on China during a period of dramatic shifts in the relationship. We discuss his… more ›
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Listen: https://ift.tt/AlvtnSV Today’s episode was recorded in front of a live audience at the Cheltenham Literature Festival: David talks to Bruno Maçães and Sarah Wynn-Williams about who is winning in the fight for control between China and America, between state power and… more ›
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Listen: https://ift.tt/lQ0m972 We’re only at the very beginning of the AI transformation. The next big leap isn’t just smarter chatbots, it’s AI agents: tools that don’t just answer questions but loop, reason, and complete whole tasks within your workflows. In… more ›
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Listen: https://ift.tt/Bt9ajXA Jamaican Prime Minister Andrew Holness has declared a "disaster area" and warned of "devastating impacts". The hurricane has now hit Cuba, bringing heavy winds and heavy rain, with warnings of storm surges. Also on the programme: we hear… more ›
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NVIDIA CEO Jensen Huang outlines the next phase of accelerated computing and AI — from national AI infrastructure and quantum computing to robotics and reindustrialization. Broadcast from the nation’s capital, GTC DC highlights how NVIDIA and its partners are advancing… more ›
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As lithium prices plunge 80% from their peak, mining towns across Latin America are grappling with layoffs and shuttered businesses. https://restofworld.org/2025/lithium-price-crash-latin-america-mining/?utm_source=semafor more ›
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As part of ‘AI decolonization,’ developing nations push Silicon Valley to build locally https://www.wsj.com/tech/ai/its-not-just-rich-countries-techs-trillion-dollar-bet-on-ai-is-everywhere-1781a117?st=YZudfN&reflink=desktopwebshare_permalink more ›
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Big Tech’s AI buildout is transforming markets. Drawing on the lessons of past capex booms, we offer a playbook for investors. https://www.sparklinecapital.com/post/surviving-the-ai-capex-boom more ›