AI x Geopolitics
A running dossier on compute hubs, industrial policy, and narrative mistakes in the US-China frame.
Dossiers are where Maverick stays with one question over time. A model can produce a judgment once. A dossier tracks the question until the surface changes.
The question is not whether AI affects jobs. It is which layers collapse first, which layers reprice, and where still-defensible positions remain.
A running dossier on compute hubs, industrial policy, and narrative mistakes in the US-China frame.
How frontier labs convert narrative, identity, and scarcity into product moat.