Oligopoly

AI’s “Too Big to Fail” Problem Is Actually a Billion-Dollar Heist

A Fed official recently asked if AI is becoming ‘too big to fail.’ But this isn’t an accidental crisis. Tech giants are deliberately engineering their own systemic importance to secure government bailouts. By hoarding compute and data, they are building an unbreakable oligopoly that will hold our digital future hostage.

Stop Pretending the Apple-Micron Fight Is About National Security

Micron’s desperate plea to the White House to block Apple’s memory supplier blacklist isn’t about protecting America—it’s about protecting its own market share after decades of underinvestment. Both companies are manipulating national security rhetoric to serve their own oligopolistic interests, leaving consumers to foot the bill.

Samsung Just Made 40 Years of Profit in One Year. Here’s Why That Terrifies Me.

Samsung’s chip division is on track to make more profit in 2026 than it did in its entire 40-year history combined. This isn’t a story of manufacturing excellence—it’s a story of AI’s ‘memory tax.’ The real winners of the AI gold rush aren’t the algorithm builders or the GPU makers. They’re the oligopolists who control the physical bottlenecks. One year of AI demand has made four decades of industrial effort look trivial.