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DeepDive

My Four Days Inside China’s AI Machine: Tales and Analysis
DeepDive

My Four Days Inside China’s AI Machine: Tales and Analysis

What a trip to China's tech ecosystem revealed about the global AI race, and Europe's shrinking window.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Apr 25, 2026
Who Controls the Compute, Controls Everything
DeepDive

Who Controls the Compute, Controls Everything

Five companies control 71% of global AI compute. Here is why the infrastructure bottleneck is shifting from chips to electricity, and what it means for the rest of the world

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Apr 18, 2026
DeepDive China's Grand AI Gambit
DeepDive

DeepDive China's Grand AI Gambit

How the World's Second Superpower Is Building a Parallel Tech Universe

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Apr 11, 2026
Energy, Not Chips, Will Decide AI's Future: USA and China compared
DeepDive

Energy, Not Chips, Will Decide AI's Future: USA and China compared

Forget the GPU wars. The battle for AI supremacy has shifted to electricity grids, massive transformers, and vulnerable global supply chains.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Apr 4, 2026
How the war in Iran Threatens the Global AI Supply Chain
DeepDive

How the war in Iran Threatens the Global AI Supply Chain

What happens when the world's most advanced technology collides with the world's oldest form of leverage? Control of a chokepoint.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Mar 28, 2026
NVIDIA GTC2026 Recap
DeepDive

NVIDIA GTC2026 Recap

GTC 2026 was NVIDIA's most ambitious conference yet! Unveiling the Vera Rubin platform as a seven-chip, five-rack supercomputer ecosystem while quietly absorbing Groq's LPU technology to split the inference pipeline into specialized lanes.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Mar 21, 2026
From Board Game to Nobel Prize
DeepDive

From Board Game to Nobel Prize

The AlphaGo Effect, Ten Years Later

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Mar 14, 2026
The Battle Over AI’s Red Lines
DeepDive

The Battle Over AI’s Red Lines

How a Pentagon Contract Dispute Could Reshape the Future of Military AI

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Mar 7, 2026
AI in India (why, what was discussed, etc...)
DeepDive

AI in India (why, what was discussed, etc...)

As Anthropic opens its Bengaluru office to build autonomous agents, Amodei warns that a "country of geniuses in a data center" is about to upend the global economy.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Feb 28, 2026
The $4 Trillion Accident: NVIDIA Was Never Meant to Be Here
DeepDive

The $4 Trillion Accident: NVIDIA Was Never Meant to Be Here

NVIDIA transitions from a chipmaker to the "Operating System" of the 21st-century economy as GTC 2026 spotlights the industrialization of agentic and physical AI.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Feb 21, 2026
The Claude Era: How Anthropic Became an AI Superpower
DeepDive

The Claude Era: How Anthropic Became an AI Superpower

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Feb 14, 2026
Sam Altman: The Operator Behind the AGI Moment
DeepDive

Sam Altman: The Operator Behind the AGI Moment

He is entering his 40th year with a $1.4 trillion infrastructure plan, a "Stargate" supercomputer, and a vision to replace himself with an AI CEO.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Feb 7, 2026
Batteries: The New Energy Infrastructure
DeepDive

Batteries: The New Energy Infrastructure

CATL and BYD spark a global "Battery Arms Race" as sodium-ion and semi-solid-state cells hit mass production, promising 3-million-kilometer lifespans and 10x cheaper grid storage

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Jan 31, 2026
Davos Diary: the most important conversations at the WEF
DeepDive

Davos Diary: the most important conversations at the WEF

Davos 2026 confirms the shift from software to "AI as Infrastructure," as Anthropic warns of runaway self-improvement and China leverages a massive energy lead.

Kim Isenberg
Kim Isenberg
Jan 24, 2026
On the way to fusion energy!
DeepDive

On the way to fusion energy!

The Clean Power Revolution That Could Redefine Our AI Future

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Jan 17, 2026
DeepDive: The Hidden Materials Behind AI
DeepDive

DeepDive: The Hidden Materials Behind AI

China weaponizes its rare-earth dominance against Japan, while NVIDIA debuts "Vera Rubin" to slash AI costs and OpenAI readies a $3 trillion "Mega-IPO."

Kim Isenberg
Kim Isenberg
Jan 10, 2026
The Real Bottlenecks on the Road to AGI
DeepDive

The Real Bottlenecks on the Road to AGI

What today’s AI systems still can’t do, and why it matters.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Jan 3, 2026
The big 2025 AI year in review
DeepDive

The big 2025 AI year in review

The year AI became operational, shifting from answering questions to executing end-to-end work through persistent, reasoning-first agents.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Dec 27, 2025
China's path to becoming a global superpower: the ideological and economic origins of its current power
DeepDive

China's path to becoming a global superpower: the ideological and economic origins of its current power

How pragmatism replaced doctrine and rewired a revolutionary state for global dominance

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Dec 20, 2025
The geopolitical dilemma: the USA, China and Europe in the race for AI.
DeepDive

The geopolitical dilemma: the USA, China and Europe in the race for AI.

The future of AI hinges on infrastructure, state coordination, and hard limits, no longer mainly code.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Dec 13, 2025
The life of Ilya Sutskever
DeepDive

The life of Ilya Sutskever

The man who left OpenAI to build a safety-first AGI company

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Dec 6, 2025
Energy Becomes AGI’s True Limit
DeepDive

Energy Becomes AGI’s True Limit

Forget code; the $5.2 trillion race for AGI is now fundamentally limited by power, land, and available electricity.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Nov 29, 2025
GPT-5s acceleration of science
DeepDive

GPT-5s acceleration of science

OpenAI accelerates scientific discovery from mathematics to immunology.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Nov 22, 2025
The history of Google DeepMind on its way to AGI
DeepDive

The history of Google DeepMind on its way to AGI

DeepMind's coherent arc illustrates the rapid and diverse evolution of AI from mastering Atari to accelerating scientific discovery and designing its own tools

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Nov 15, 2025
Ray Kurzweil: The Man and his Predictions
DeepDive

Ray Kurzweil: The Man and his Predictions

His long-standing predictions for AI are re-examined against current technological progress

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Nov 8, 2025
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