Featured
The Quiet Collapse of Apple’s Supply Chain Power
Apple still sells hundreds of millions of devices, but the global semiconductor supply chain no longer bends around consumer demand.
4 min read
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The Smart Ants
Navigating a massive, noisy world. We help you find the "sugar" (the insight) and bring it back to the hive (your brain).
Recent Findings
Big Tech
Alphabet’s Invisible Empire
Alphabet looks like a simple advertising company. Beneath the surface, it controls a corporate network so large it barely fits on a balance sheet.
4 min read
Business
The Bad News Bull Run
Why Tesla stock hit record highs on its worst sales week.
4 min read
Supply Chain
The Green Paradox
We are killing the oil industry to save the planet, but we might be accidentally destroying the battery supply chain in the process.
4 min read
Technology
Who Actually Controls the Global Supply Chain?
We used to care about who owned the ships. Now, the power lies with the boring software companies that tell the ships where to go. Here is the shift no one noticed.
6 min read
Economics
Why Boring Rocks Are Suddenly Worth Billions
While everyone watches Nvidia, the real war is happening in the dirt. The Rare Earth supply chain that shouldn't make sense—but does.
5 min read
Policy
The "2025 Ceasefire" Pact
Regulators were supposed to crackdown on Big Tech in 2025. Instead, they quietly surrendered. Here is why.
4 min read
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