Path Dependency

Silicon Valley Ignored Africa. China Didn’t. Now It’s Too Late.

China isn’t just selling AI to Africa — it’s building the entire digital infrastructure stack, from cloud to surveillance to language models, creating lock-in that Silicon Valley can’t break. But the real story is that African nations are playing both sides, extracting concessions from East and West alike. The next billion users are being captured right now, and the West chose not to compete.

The AI Arms Race Is Killing Big Tech. Here’s the Only Way to Survive.

The current AI arms race is destroying big tech companies by draining their core businesses. The real survival strategy is to spin off AI ventures, let them raise independent capital, and become a venture capitalist rather than an operator. AI isn’t creating new wealth yet—just redistributing old wealth—so staying alive is the only winning move.