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Mohammed Soliman @soliman.bsky.social · 3h

how money is moving around the AI ecosystem

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Mohammed Soliman @soliman.bsky.social · 4h

how money is moving around the AI ecosystem

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Reposted by Mohammed Soliman

Nikolas Gvosdev @fpriorbis.bsky.social · 1d

Great discussion by @soliman.bsky.social at @fpri.bsky.social. Even with increases in defense spending, it is the capacity to produce at scale which is going to matter. Do you have the supply chains, raw materials and components in place and the industrial capacity and the requisite labor force? 1/

Mohammed Soliman @soliman.bsky.social · 1d

I keep returning to America's scale problem, and I've decided it's more effective to frame it using defense terms to illustrate its concrete meaning.

www.fpri.org/article/2025...

America's Scale Problem - Foreign Policy Research Institute

There is a peculiar irony in watching the world's most technologically advanced military struggle with something as basic as making enough bullets. Yet this

www.fpri.org

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Mohammed Soliman @soliman.bsky.social · 1d

I keep returning to America's scale problem, and I've decided it's more effective to frame it using defense terms to illustrate its concrete meaning.

www.fpri.org/article/2025...

America's Scale Problem - Foreign Policy Research Institute

There is a peculiar irony in watching the world's most technologically advanced military struggle with something as basic as making enough bullets. Yet this

www.fpri.org

3 4

Reposted by Mohammed Soliman

MrCheeze @mrcheeze.github.io · 4d

Claude continues to be the firefox of LLMs, huh

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Mohammed Soliman @soliman.bsky.social · 4d

OpenAI still commands the lion’s share of traffic in the generative AI space but that grip is loosening. We’re moving toward a more pluralistic, multi-agent ecosystem.

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Mohammed Soliman @soliman.bsky.social · 7d

Infrastructure capex is projected to exceed $2.1 trillion by 2029.

Mohammed Soliman @soliman.bsky.social · 7d

Policymakers, scholars, investors: Need to track the seismic shifts in geopolitics, connectivity, AI, energy, and capital linking the Middle East, Mediterranean Europe, and Indian Ocean? Book drops Feb 3, 2026. Pre-order on Amazon.

www.amazon.com/West-Asia-Am...

West Asia: A New American Grand Strategy in the Middle East

West Asia: A New American Grand Strategy in the Middle East [Soliman, Mohammed] on Amazon.com. *FREE* shipping on qualifying offers. West Asia: A New American Grand Strategy in the Middle East

www.amazon.com

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Reposted by Mohammed Soliman

Nikolas Gvosdev @fpriorbis.bsky.social · 8d

This is why I like the geo-technology concept for getting us to focus both on the brainpower but also on the necessary industrial and resource base …

Mohammed Soliman @soliman.bsky.social · 9d

We talked about how China has fused industry + strategy (production as power projection) while America struggles to produce at scale. Why physical AI + space will define the next frontier.
www.stimson.org/2025/techno-...

Techno-Industrial Strategy for the Exponential Age • Stimson Center

American leaders have a choice: build the systems that will shape the future, or others will build them for you. In the coming century, those who control production have the power.

www.stimson.org

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Mohammed Soliman @soliman.bsky.social · 9d

This essay builds on my contribution to a @stimsoncenter.bsky.social's collection featuring ten essays from thinkers across the ideological and thematic spectrum on New Visions for Grand Strategy. I'm not sure where I fit... perhaps a techno-industrial realist.

www.stimson.org/project/new-...

New Visions for Grand Strategy • Stimson Center

As U.S. global dominance wanes, the next decade will define America’s role in a reshaped world. What vision should guide U.S. grand strategy?

www.stimson.org

Mohammed Soliman @soliman.bsky.social · 9d

We talked about how China has fused industry + strategy (production as power projection) while America struggles to produce at scale. Why physical AI + space will define the next frontier.
www.stimson.org/2025/techno-...

Techno-Industrial Strategy for the Exponential Age • Stimson Center

American leaders have a choice: build the systems that will shape the future, or others will build them for you. In the coming century, those who control production have the power.

www.stimson.org

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Mohammed Soliman @soliman.bsky.social · 9d

Great conversation with @emmamashford.bsky.social on why we need a techno-industrial strategy for the exponential age. My view is shaped by two forces: the return of Asia as the center of global power + the rise of AI as the new foundation of industrial strength.

www.youtube.com/watch?v=IPnm...

Mohammed Soliman: A Techno-Industrial Strategy

YouTube video by Stimson Center

www.youtube.com

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Mohammed Soliman @soliman.bsky.social · 10d

🇲🇽🇲🇽 Mexico City — unmatched

Mohammed Soliman @soliman.bsky.social · 11d

AI adoption actually falling now for many firms

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Mohammed Soliman @soliman.bsky.social · 11d

Back in 2023, training an LLM was pretty simple: pretraining and post-training. By 2025, the recipe has gotten a lot more layered: data mixtures, midtraining for reasoning and context, advanced post-training, and even model merging. Moving fast….

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Mohammed Soliman @soliman.bsky.social · 12d

Of 20 fastest-growing European cities, 10 are Polish

Mohammed Soliman @soliman.bsky.social · 12d

Radiology makes up the bulk of AI medical devices, with nearly 80% of FDA clearances in 2024.

Mohammed Soliman @soliman.bsky.social · 14d

American teenagers aren’t reading less—they’re barely reading at all.

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Mohammed Soliman @soliman.bsky.social · 15d

substack.com/@soliman

Mohammed Soliman | Substack

Engineer, advisor, and scholar. I write about technology, capital, and geopolitics in emerging markets. My book, West Asia (Policy Press, November 2025).

substack.com

Mohammed Soliman @soliman.bsky.social · 15d

Sam Altman Explains Why the World Needs More AI Infrastructure

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Mohammed Soliman @soliman.bsky.social · 15d

The war on terror has come full circle. What was it all about? What was America fighting for, exactly? No one knows… Endless bloodshed and war for war’s sake. Nations destroyed. And irreversible damage to America’s political system.

Mohammed Soliman @soliman.bsky.social · 16d

substack.com/@soliman

Mohammed Soliman | Substack

Engineer, advisor, and scholar. I write about technology, capital, and geopolitics in emerging markets. My book, West Asia (Policy Press, November 2025).

substack.com

Mohammed Soliman @soliman.bsky.social · 16d

Huawei has built around 70% of Africa’s 4G networks, partnering with governments and companies in the continent’s largest economies, including Ethiopia, Kenya, Nigeria, and South Africa.

Chinese investment and construction in technology in Africa, 2005-2025

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Mohammed Soliman @soliman.bsky.social · 17d

#Datacenters sit at the intersection of technology, construction, and heavy industry, where all three have to move in sync to make them work.
#AI
sovereigncompute.substack.com/p/not-just-c...

Not Just Chips: Who Builds the Data Center in 2025?

Every new megawatt of data center capacity is less an engineering project than a management challenge.

sovereigncompute.substack.com

Reposted by Mohammed Soliman

Nikolas Gvosdev @fpriorbis.bsky.social · 18d

Warning from @soliman.bsky.social: American leaders have a choice: build the systems that will shape the future, or others will build them for you. In the coming century, those who control production have the power. www.stimson.org/2025/techno-...

Techno-Industrial Strategy for the Exponential Age • Stimson Center

American leaders have a choice: build the systems that will shape the future, or others will build them for you. In the coming century, those who control production have the power.

www.stimson.org

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