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The Signal - Nasdaq BreakOut China
The AI chip supercycle just demonstrated its fragility with a trillion-dollar wipeout, exposing the risks of a supply chain built on leveraged momentum. Meanwhile, the frontier AI labs are no longer just building; they are now openly lobbying for government regulation to slow down competitors and cement their market control, even as free, powerful models from China threaten to commoditise their core business.

Jan Jones
Jul 312 min read


The Signal - Identity China Credit
The era of stable, permissionless platforms is over. A volunteer team just exposed America's core identity database (the SSN) as a fragile, easily manipulated system. Meanwhile, as tariffs escalate, China is preparing to weaponise its supply chain dominance by openly seizing foreign IP, and credit markets are signalling a coming wave of corporate defaults. The new mandate for leaders is to build for resilience, not just growth.

Jan Jones
Jan 12 min read


Made Real - Identity China
A government insider reveals how a simple change to an intake form and a few automated steps led to millions of Social Security numbers being issued without interviews, creating massive fraud vulnerabilities.

Jan Jones
Jan 12 min read


Under The Hood - Identity China Credit
A catastrophic data pipeline failure at the Social Security Administration has created millions of unverified digital identities, exposing a critical flaw in government-scale identity management. The new tariff regime renders cost-optimised global supply chains obsolete, introducing existential IP and debt covenant risks for agile operators. Meanwhile, America's bid for AI supremacy is built on a fragile infrastructure stack threatened by power deficits and a vulnerable semic

Jan Jones
Jan 13 min read
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