The Silicon Ceiling: EUV Lithography and China’s AI Constraint

A single industrial machine — weighing roughly 180 tons and assembled from over 100,000 precision components — may shape the trajectory of global artificial intelligence competition. Built exclusively by the Dutch firm ASML, the Extreme Ultraviolet (EUV) lithography scanner is the only commercially available system capable of mass-producing the world’s most advanced semiconductor chips. Since … Read more

Quantum AI and the Race to Govern Artificial Superintelligence – Part II

Compute Governance and the Last Physical Chokepoints Why Licensing, Inspections, and Power Monitoring Matter More Than “Ethics Guidelines” AI governance debates often drift toward the software layer: model behavior, bias audits, content moderation, explainability. Those issues matter. But they share a dangerous implication—that artificial intelligence is primarily a digital phenomenon, floating above the physical world … Read more

AI Reality Bursts the “Bubble”

Introduction: Beyond the Bubble Narrative As market volatility leads some to question the longevity of the AI sector, many commentators have labeled the technology a speculative bubble. Stock-market bubbles reflect sentiment—optimism, hype, and fear—which can burst overnight. The “bubble” narrative persists because speculative frenzy in public markets is far easier to see than the technical … Read more

Quantum AI and the Race to Govern Artificial Superintelligence – Part I

The Quantum Variable Why Policy Must Anticipate Convergence Before It Accelerates Beyond Control Artificial intelligence is advancing rapidly. Quantum computing is advancing more slowly, but steadily. Each technology alone presents governance challenges. Together, they may alter the trajectory of technological power in ways existing policy frameworks are not designed to manage. The convergence of advanced … Read more

The Wisest Course Forward in the Age of Artificial Intelligence

The genie is out of the bottle. Artificial intelligence is no longer theoretical. It is deployed, scaled, integrated into economic systems, and accelerating. The relevant question is no longer whether AI should exist. It does. The relevant question is how we proceed. There are two unhelpful extremes in the public conversation. One insists that AI … Read more

The Case for Slowing Down AI

Artificial intelligence is advancing at a pace that would have seemed implausible a decade ago. Systems now draft legal briefs, discover drug candidates, generate software, and outperform humans in complex games once thought to require uniquely human cognition. It is not unreasonable to imagine that within a generation, AI systems could exceed human capabilities across … Read more

The Existential Calculus

Scaling Frontier AI Under the Irreversible Agency Standard Humanity is confronting two profound risks: climate destabilization and the rapid advance of artificial intelligence toward systems that may exceed human cognitive capacity in strategically critical domains. Both demand seriousness. Both demand coordinated governance. But they are not structurally identical risks. Climate change threatens the stability of … Read more

The Invisible Dead Trilogy – Part 3

The Architecture of Not Knowing Willful Ignorance and the Societies That Depend on It The Third Investigation in the “Invisible Dead” Series Bill Friend  •  February 14, 2026 I. The Pattern This investigation began with a simple question about prison deaths. It did not stay simple. In the first essay in this series, “The Invisible … Read more

The Invisible Dead Trilogy – Part 2

Who Are the Invisible Dead? The Demographics of Incarceration and the People Behind the Uncounted Deaths A Companion Investigation to “The Invisible Dead” Bill Friend  •  February 13, 2026 Introduction In a companion investigation, “The Invisible Dead: Why the World Cannot—or Will Not—Count Its Prison Deaths,” we documented the global failure to track mortality behind … Read more

The Invisible Dead Trilogy – Part 1

Why the World Cannot—or Will Not—Count Its Prison Deaths A Comprehensive Investigation Bill Friend  •  February 12, 2026 Introduction Every year, thousands of people die behind bars around the world, yet the true number remains unknown. This is not because the question is unanswerable in principle, but because the incentives and infrastructure needed to count—and … Read more

The Hardening of the World

Why We Struggle with Change, Why It Isn’t a Moral Failing, and Why the Empathy Gap May Be the Real Crisis Bill Friend February 10, 2026 “The world breaks everyone, and afterward, many are strong at the broken places.” — Ernest Hemingway, A Farewell to Arms Introduction It is a widely observed phenomenon that people … Read more

The Irrelevant United Nations

How the Collapse of Global Order Threatens Humanity’s Most Critical Transition Bill Friend  •  February 9, 2026 The erosion of international law is happening “before the eyes of the world, on our screens, live in 4K.” Those are not the words of an activist or a dissident. They are the words of the Secretary-General of … Read more