Offering a superior option to China’s stifling universities, DeepSeek's Liang Wenfeng has harnessed the country’s mathematics talent and founded an AI lab capable of advancing technology. Read the new Bismarck Analysis Brief and the first in our new AI series (link below):

The Chinese startup Moonshot AI has built some of the world's leading models and is aiming to build artificial general intelligence with algorithmic and architectural innovations. It is financially backed by China's tech giants. Read the new Bismarck Analysis Brief (link below):

I am very excited to announce Bismarck Analysis' first annual strategic industry report on artificial intelligence: AI 2026. In this 225-275 page report, we will provide in-depth analysis of all the world's leading AI labs and the live players behind them. Link and more below:

Very proud to finally be striking distance of one ambitious project that I've planning and working towards for over 10 years. A full live player and institutional analysis report on the AI industry. This is it. The definitive strategic guide to AI and its future.

An initial observation: The fundamentals of Artificial Intelligence really are as good as the craziest and most out there estimates suggest. If you are taking AI seriously based on first principles you're still early.

This part of the europoor discourse is actually true: the 'despoblación rural' is sad to see, particularly in gorgeous parts of Europe like Northern Spain (Galicia, land of my elders, being a good example). Stunning scenery and culture...and it feels like 'Children of Men'.

very excited about the next PALLADIUM Magazine launch party

There are both biological and information preconditions to clear sustained thought. It is possible to develop the mind so as to hone these. There exist rare social technologies which genuinely improve your ability to direct and apply your intelligence in sustained ways.

You know US-EAST-1 was a kind of solution. What will we do now with communications restored but our peace of mind taken away? I have 107 unanswered Signal messages, many about the new AI report. I guess time to answer them all.

Not completely impossible, merely very difficult, but indeed much is lost and forgotten never to be relearned. Often societies come to solve similar problems through very different cognitive and social approaches. We greatly overestimate overlap in the solutions.

The world is changed. Subtle and obvious, for the first time in living memory the scope of live player action expands. We shall see a new Napoleonic era, both liberating and terrible, with an ending that is yet to be written. Are you prepared?

Many aspects of Western civilization are far less functional than they used to be. What went wrong, and how should we respond? My new curriculum (drawn up in collaboration with Samo Burja) aims to answer those questions. Read it and enroll in discussion groups below.

If your work or company depend on closely tracking live players and technological development in AI, make sure to become a Bismarck Brief subscriber or purchase access to our full upcoming AI 2026 Bismarck Strategic Report. Details in thread.

There will be more stories like this as economic growth continues in Eastern Europe while Western Europe converges first demographically and then economically with the third world.

Any of my followers or mutuals in Austin, Texas?