Section
Current Events
Where the headlines actually go — context, not coverage.
4 articles
The homework fight is about proof
Pumulo SikanetaAugust 26, 2026educationartificial intelligenceassessmentpolicyThe Arms Dealer Doesn't Pick Sides
Everyone is watching the prospectors. The real power belongs to whoever hands over the wafer.
Pumulo SikanetaJune 26, 2026ai-infrastructuresemiconductorsbroadcomnvidiainferenceThe Big Puppy at the Bowl
The democratizing promise of AI is colliding with the physical scarcity that decides who actually commands it. A reflection on compute, dependency, and the feeding order forming at the frontier.
PumuloJune 16, 2026ai-governancepolitical-economycomputesovereigntydependency-theoryFollowing the Money
What investors are actually betting on, and what they are hedging against. A pressure-and-motivation reading of AI capital allocation in 2026 — from Brad Gerstner's structural FOMO to Jamie Dimon's bond-crisis warnings to Mark Carney's eighteen-month electoral window.
Pumulo SikanetaMay 3, 2026agentic-aicapital-marketssovereign-capitalventure-capitalinfrastructure