The chip supplier is now the bank

Broadcom has agreed to lend Anthropic up to $42 billion so Anthropic can lease Broadcom's own chips

Oct 5 • The Intel Briefing

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Weekly Assessment: Washington chose leverage over a reopened Hormuz

Five signals from the week the Gulf stayed shut, plus the first calls in our Forecast Ledger.

Oct 2 • The Intel Briefing

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September 2026

Europe's gas should last the winter. Germany's might not.

Four winters for 2026–27, the probability we put on each, and the six indicators that will tell you which one is arriving.

Sep 30 • The Intel Briefing

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Europe enters winter with its thinnest gas cushion since records began

EU storage was 70.9% full on 26 September, the lowest for that date in data back to 2011. The cargoes that should close the gap are sailing to Asia.

Sep 29 • The Intel Briefing

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Only 19% of Americans Feel Represented by Hollywood

The 2025 UCLA Hollywood Diversity Report finds a collapse in felt representation. James Baldwin explained why thirty years ago.

Sep 18 • The Intel Briefing

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The 38% Aristotle Signal: Making Close Friends Again Is a Political Act Against Work’s Total Claim

2025 American Friendship Project finds 38% of adults under 35 made a close friend in the past year, doubling since 2020

Sep 17 • The Intel Briefing

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The 61% Alienated Monday: Marx on the Bare Minimum Worker

Gallup’s 2025 survey shows the majority of professionals now ration effort on the first day of the week—and that rationing has a name: alienation.

Sep 15 • The Intel Briefing

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August 2026

The 64% Defection: Return-to-Office Mandates Are Foucault’s ‘Docile Bodies’ in Revolt

New 2025 data shows ordered-back workers are interviewing elsewhere at record rates

Aug 24 • The Intel Briefing

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The $84 Trillion Inheritance Is Making Heirs Miserable: Seneca’s Warning About Unearned Wealth

What a first-century Stoic understood about the psychology of a fortune handed down, not earned.

Aug 23 • The Intel Briefing

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How Marcus Aurelius’s Dawn Discipline Would Short-Circuit the Modern Phone Check

The 89% Reflex: Meditations, Book V, and the lost architecture of the first waking hour

Aug 3 • The Intel Briefing

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June 2026

How Pascal’s “Divertissement” Became an Algorithmic Industry

Three centuries before the first notification, Blaise Pascal diagnosed the existential engine now running inside every pocket

Jun 28 • The Intel Briefing

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The $650 Billion Distraction Economy

How Epictetus’s Inner Fortress Nullifies the Notification Onslaught

Jun 26 • The Intel Briefing

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