Straitof AI
AI is the new oil. The new oil has its straits.
A stylised navigation chart of the Strait of Hormuz rendered as data streams converging through the narrow.
The frame

AI is the new oil. The new oil has its straits.

The decisive question of the coming decade is not who builds the best AI, but who stands at the bottlenecks the rest of us have to pass through. A small publication that maps those bottlenecks, one at a time.

Dispatches 01

The Strait of AI

The decisive question of the coming decade is not who builds the best AI, but who stands at the bottlenecks the rest of us have to pass through.

16 June 2026