Just a few weeks ago, it was a possibility few people believed in. Political and geopolitical turbulence at worst, but not a full-scale assault on the industry. An assault it will take at least five years to recover from.
Since the war in Iran began, everyone has been anxiously watching the price of oil and gas. That is only natural: it is the first layer of worry, especially if you are one of the Asian countries heavily dependent on the Middle East. But for the past few days, another disruption has been spreading through the deeper layers of the digital economy: the question of helium.
Why is such a destabilizing geopolitics erupting in 2026?
What if we were paying the price of a collective blindness?
Did Big Tech anesthetize us to the reality of the world, believing it could keep up an illusion of globalization because it was creating jobs in the most geopolitically tense regions?
This week we will try to understand together how tech is being destabilized and how, over the next two years, on top of the AI disruption, on top of the decoupling risks and the cyber risks, we will need to keep an eye on the state of the tech industry in order to make the right choices.
Good timing: I was able to talk to a few friends in China and in Santa Clara to get a little more information.
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