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49 حلقة
منذ 17 سبتمبر، 2021
episodic

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Systems Rewritten: AI

Supply and demand. The foundational backbone of market economies. And we’re in the AI era, where demand and supply is being rewritten. Behind this AI revolution, sits a monumental physical buildout and energy demand. Globally, data centre power consumption will double by 2030 toward 945 terawatt-h…

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Systems Rewritten: Markets

It’s Q3 2026, the systems that form the global economy are currently being rewritten by the digitally led, fourth industrial revolution and the geopolitical repositioning of power. You’re an investment banker, a portfolio manager or a retail investor looking at trading screens flash red and green. …
Sovereignty, by definition, is being updated. Sovereignty 2.0. Under geopolitical tensions, supply chain dependencies and competing regional regulations, the discussion around digital sovereignty is shaping where you're allowed to build, what models you’re allowed to train on, and who's allowed to …
We’re at the start of Q3 2026. Every day that passes, individuals, managers, executives and boards are crunching their internal numbers. They’re working out if the millions of dollars spent on cutting edge agentic AI deployment over the previous 2 years is showing signs of meaningful ROI. If figure…
Thirty years ago, the role of the CFO was vastly different. While they still looked ahead to build budgets, they acted more like historians, studying the past performance to manage the books, taxes and audits, but largely kept out of board level email chains.  Today, most CFOs at the top of th…
We are living in an era defined by a new kind of power shift. It’s not only measured in borders and markets but in Gigawatts and Gigaflops. Every line of code generated and every industrial process optimised by Artificial Intelligence is tethered to a physical reality: the Data Centre. These silent…
For the past few years, the corporate world has been boldly surfing the initial wave of AI excitement. Boardrooms worldwide have poured hundreds of billions of dollars into Artificial Intelligence, fueled by grand promises of economic revolution. We were told productivity would skyrocket, costs wou…
It’s 2026. You’re the CEO of a global bank or the Head of Surgery at a major hospital. An AI system looks at a complex set of volatile market data, or a patient’s decade-long medical history, and gives you a directive. It doesn’t just give you a percentage of probability. It tells you exactly what …
According to the World Economic Forum's Global Cybersecurity Outlook 2026 report, we've hit a historic tipping point. For the first time, CEOs now rank cyber-enabled fraud as their number one digital concern, officially overtaking ransomware. The threat is no longer about a hacker locking your file…
As the UN’s Secretary-General António Guterres said in July this year, “Now, we are on the cusp of a new era. Fossil fuels are running out of road. The sun is rising on a clean energy age.” Renewables and nuclear did reach an historic 40% share of global electricity generation in 2024, with renewab…
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