The Geopolitical Debates Over Controlling Cloud Compute

If U.S. policymakers continue down the path of restricting China’s access to frontier AI, they will eventually have to implement some sort of…

May 7 • Noah Tan

April 2026

The Right Way to Sell Chips to China

Current export rules focus on keeping chips a generation behind. They should focus on keeping America's total compute ahead.

Apr 13

I asked AI to predict the future of the Iran War

Here is what they say will happen tonight...

Apr 7 • Noah Tan

2

BLUF #18: The Iran War in Lebanon

What exactly is going on in Lebanon? Can Hezbollah really be eradicated? And what does this all say about the humanitarian implications of this war writ…

Apr 5 • Noah Tan

2

48:44

March 2026

BLUF #17: Claude in the Crosshairs

Why did Anthropic sue the Department of War? Will Anthropic win its case? And how would its outcome impact the way in which international conflicts are…

Mar 16 • Noah Tan

3

3

16:42

BLUF #16: The Attritable Soldiers of Modern Warfare

What are loitering munitions? What tactical purpose do they serve? And how are they shaping the nature of armed conflict today?

Mar 9 • Noah Tan

1

15:26

BLUF #15: Iran's Supreme Leader is Dead. Now What?

What do U.S.-Israeli strikes on Iran mean for conflict in the Middle East? Could Ayatollah Khamenei's death actually lead to regime change? And why…

Mar 2 • Noah Tan

14:43

February 2026

BLUF #14: SCOTUS Says, "No Taxation Without Congressional Authorization!"

What was this case about? Why did the court strike down the Trump administration's broad tariffs? And why is or isn't this a big deal for Trump's…

Feb 22 • Noah Tan

16:56

BLUF #13: The Munich Security Conference in a Nutshell

What happened at the Munich Security Conference? What were the main issues that came to light? And what does it say about the new era of global realism?

Feb 15 • Noah Tan

10:24

BLUF #12: Dollar Dominance, Dollar Downfall, Dollar Domino

What does it mean to be the world's reserve currency? Why does the Trump administration want a weaker dollar? And what would that mean for international…

Feb 8 • Noah Tan

1

10:31

BLUF #11: The End of New START

What is New START? Why is it important? And what will happen if it expires?

Feb 1 • Noah Tan

1

12:31

January 2026

The Nexperia Crisis Shows Why Export Controls Need Allied Coordination

Unilateral controls leave allies to fend for themselves. Collective resilience is in all of their best interests when facing China.

Jan 27 • Noah Tan

1