Dune Whoever controls the spice controls the universe. In Dune, spices are mixed. Today? The computing power of artificial intelligence. Observe what's happening—not isolated events, but patterns: Peace agreements reached in unexpected places. Short wars ending abruptly. Rare earth export bans. Strategic tariffs. Sudden technological breakthroughs. Rumors of regime change. Capitalist governments taking stakes in private companies. None of this is random. The real driving force is: We've reached a point of irreversible global debt. Old economic strategies have failed. What's next isn't adjusting interest rates or stimulus programs, but a complete rewriting of the rules. This is a war for artificial intelligence. This is a race for artificial general intelligence (AGI). AGI—not just assisting, but deciding, creating, and dominating. Two camps are building completely independent systems in an attempt to get ahead of the curve. Led by the US. Led by China. Not just competition, but differentiation. Different supply chains. Different currencies. Different technology stacks. Different futures. Why the split? Artificial intelligence capabilities depend on four inputs that cannot be forged or shortcuted: • Energy (abundant and reliable electricity) • Rare materials (chips cannot be produced domestically) • Manufacturing (wafer fabs, facilities) • Talent (the people who make the chips) By locking in these four areas, you can not only win economic victories but also set the rules for the next century. This is why news headlines, seemingly fragmented, are not: • Peace agreements = securing reliable partners (network centralization) • Export bans = cutting off raw material supplies • Tariffs = forcing production to move domestically, reducing vulnerability • Technology announcements = demonstrating dominance, attracting talent • Government equity in enterprises = combining national power with the speed of innovation Models support this. We have a 35% to 40% probability that we will enter a drastically different political, economic, and social system within a decade. The test is as follows: If this argument holds, closely monitor the geopolitical landscape. Major conflicts may be resolved with territorial redivision, quickly giving rise to strategic energy partnerships that seemed impossible just months ago. Why energy? Without a large, stable energy supply, it's impossible to power AI infrastructure on a massive scale. Models that treat debt as thermodynamic entropy show that energy shortages are a major amplifier of systemic collapse. Countries with energy reserves will become the "kingmakers" in the AI race. If this process proceeds smoothly, it's almost certain that everything—trade, diplomacy, conflict—will be subordinated to building a dominant AI bloc. What this means for you: This isn't a market cycle; it's a winner-takes-all reorganization. Policies will favor the countries that help their blocs win. Return on capital? Traditional metrics? These are irrelevant during a transition. The question isn't "What's the best investment?" But "Which bloc will win, and who will ally with it?" Energy. Chips. Algorithms. Talent. Find the companies and countries that control these elements, and you'll find the new centers of power. Ultimate Goal: Mastering AI computing means mastering: • Economic growth (productivity, deflation, who prospers) • Military power (intelligence is the ultimate weapon) • The financial system (who issues reserve currency) “Whoever can destroy something controls it.” — Frank Herbert The situation has changed. The game has begun. Are you on the right track? Disclaimer: Analysis is based on proprietary models. The predictions are scenario analyses of current development trajectories and are not predictions or definitive conclusions. No investment or financial information is involved.