Written from the perspective of a practitioner, not a pundit.
From the Hormuz blockade to the AI dependency trap — why the world's most critical new resource is even more concentrated than oil, and what nations and corporations can do about it.
In a world fracturing along geopolitical fault lines, companies can withdraw from an economy overnight. Operational presence should carry the same obligations as capital market access — and the instrument already exists.
Ask ChatGPT and a Chinese AI the same question about Galwan. You will receive two different versions of reality. That is not a bug. It is a design choice — and it has civilisational implications.
A decade of financial due diligence across the DACH region, and now AI in the room. What it genuinely changes, what it doesn't, and where the risks of over-reliance are being underpriced.