Substack
How the AI buildout is being financed, and why it matters more than whether the technology works
The rupee stopped falling, but it was bought time, not victory. Chapter Seven follows what India does with three years: Three suns. Each one lit by something India does not yet own.
Seeing the Whole Forest | Pinetree Macro Canopy July 2026
Pressure had flowed toward India: jets, currency, sea lanes, cloud. Now Delhi discovers it holds a switch of its own, in the one system the West cannot easily replace: the medicines on its own shelves
On scaling laws, cognitive decay, model collapse, and our assessment about AI and its relationship with human critical thinking.
