
The Yield Curve of Geopolitical Panic
This episode is AI-generated.
Content warning: discusses death/grief.
THE FILE
The archive opens on 14 October 2026. We are deep in the final quarter, and the geopolitical panic room in Cupertino is fully unlocked. Apple is quietly funneling billions into the aging foundries of Intel and Samsung. They are
Sources
youtube.com
tech-insider.org
nypost.com
forbes.com
intel.com
precedenceresearch.com
newpowerww.com
intc.com
componentsense.com
freedomusa.com
deloitte.com
finance.yahoo.com
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.