2 chapters in Aug – Oct 2026 · See all time
Mark Carney on Global Resilience and Sovereignty
In a speech in Strasbourg, Mark Carney discusses the "ferocious storm" of climate change and the weaponization of trade. He advocates for collective resilience among nations to secure access to AI, semiconductors, and vaccines, framing the move as a necessary step for a stable world order.
Ukraine War Attrition and Taiwan Semiconductor Security
Adam Curry and Jason Calacanis critique the European mindset regarding the ongoing war in Ukraine, noting high casualty rates and the depletion of military resources. They pivot to the strategic importance of Taiwan, discussing reports that semiconductor fabs (TSMC) might be destroyed or evacuated rather than allowed to fall under Chinese control. Calacanis mentions Elon Musk's efforts to build domestic "TerraFabs" to mitigate supply chain risks.
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