Who rules the waves tomorrow… America or Britain?

America is spending big to re-arm. Britain may have little choice but to follow – and a new defence boom could give British manufacturing a second life.

The Real AI Threat: China

The AI race between the US and China is moving beyond chips, data centres, and frontier models. Jim looks at how China could weaponise US AI technology, why fears of rogue AI may benefit the industry’s biggest players, and where he believes the real threat lies.

The AI "bubble" is missing 98% of its customers

Just two in every 100 US homes pay for AI, yet demand for the chips powering it is already straining supply. Sam looks at what happens when paid AI adoption really takes off – and why he thinks the AI trade could have decades left to run.