Polaris MNG Contact
The North Light

Signals worth
following.

Notes on technology, institutions, markets and the decisions connecting them.

C#8+9+10 — The Long Game

C#7 — The Taiwan Strait Carries $5 Trillion a Year

C#5+6 — $14 Trillion + South Korea and Japan

C#4 90% of Advanced Chips. One Island. 8-12 Years

C#3 The US Briefed Apple and Nvidia Privately

C#2 China Wins the Island and Loses 16.7% of Its Economy

K10 Xi Is 72 + C#1: -10% Global GDP

K9 The Chip Factory Moving to Arizona

K8 When Washington Goes Quiet, Beijing Listens

K7 China’s Achilles Heel