Independent research & opinion. Gradings are automated / LLM-assisted and may contain errors or hallucinations; nothing here is a statement of fact, financial advice, or an accusation of wrongdoing by any party. Claims about identifiable people or organizations reflect public records + good-faith interpretation; intent is not inferred from association. Methodology & disclaimer.
AI-bubble geographic chokepoints
drag to rotate · hover for a tip · click a node for a draggable profile · the spatial spine of the proofs
red = adversary/physical chokepoint · green = allied supply · blue = capital · amber = datacenter · teal = settlement · basemap needs internet (markers render offline)