Tuesday, October 14, 2025

BIG Exclusives

The truth about AI — why artificial intelligence cannot really ‘understand’ context

Right now, as you read this sentence, your brain is performing a feat so sophisticated that it makes quantum computing look simple. You are not just recognizing words; you are understanding that this is the beginning of an article about AI, inferring the author's intent, contextualizing it within your existing knowledge about technology, and simultaneously processing countless environmental cues about where you are, what you are doing, and what matters most in this moment. This...

Energy trajectories of China and India: growth, consumption, and the hydrocarbon foundation

Key takeaways China’s per capita GDP is five times that of India, and its per-capita energy use is four times higher than India’s. India’s population surpassed China’s in 2021, but its energy use per person remains far lower. Both countries still rely heavily on coal, which makes up 54% of China’s and 57% of India’s total energy mix. Despite impressive clean energy capacity gains, coal use has grown in absolute terms for both...

The truth about artificial intelligence – from fundamentals to future

Training data bias — the hidden puppet master When you ask AI to recommend a stock, screen job applicants, or provide business strategy, you are relying on a mathematical engine whose every output is shaped by an unseen foundation: its training data. Behind the efficiency and power of every AI output, there is a silent influence shaping each decision — training data bias. This "hidden puppet master" is not a quirk; it is a structural...

Who’s your daddy? The cold, hard numbers behind Europe’s struggle for military sovereignty

Mark Rutte, former Dutch Prime Minister and current NATO secretary general, made headlines during the June 2025 NATO summit in The Hague, when he made a quip comparing international conflicts to unruly children, saying: “Daddy has to sometimes use strong language to get them to stop.” He was referring to United States President Donald Trump’s blunt remarks about Israel and Iran, likening them to kids in a schoolyard fight. Rutte later claimed that he was not...

Importance of natural resources Part 4 – above the ground

Today, in the final article of this series, let’s look at resources above ground. Although of course we need air to breathe, it is everywhere – so not a resource requiring specific efforts to access. We focus the discussion instead on energy resources above ground – wind and solar power. Then we will finish by revisiting the big picture on natural resources. The early days Before the Industrial Revolution and the introduction of coal, humanity got...

Importance of natural resources Part 3 – water and land

In the previous two articles in this series on the importance of natural resources (Part 1 – subsurface energy resources, Part 2 – other subsurface resources), we focused on resources buried deep – hundreds of metres or more – underground. So when we talk about surface resources, I want to include things that are easily accessed from the surface. Some, such as sand and gravel, require a bit of digging or quarrying. Potable (fresh)...

The attention mechanism – how AI actually ‘thinks’

When ChatGPT creates your next dinner party menu or Claude develops a marketing plan for your business, there is a single mathematical mechanism working behind the scenes that determines every recommendation, every strategic insight, and every apparent moment of "understanding”. It is called the attention mechanism, and despite its fundamental importance to modern AI, most people – including many business leaders making multimillion-dollar AI investments – have no idea how it actually works. This is...

Importance of natural resources Part 2 – other subsurface resources

In the first article in this series, I divided natural resources into four categories: Subsurface energy resources – oil, natural gas, coal, radioactive energy minerals and geothermal heat Other subsurface resources – minerals (critical and non-critical) Water and land resources – oceans, lakes, and land Resources above ground – solar and wind energy Having examined the first group to start the week (Part 1 – subsurface energy resources), my focus shifts to #2: other...

Burrowing beneath brand-new AI buzzwords – the beehive brain

New advancements in artificial intelligence have a lot of us asking the question: “Can computers think?” I think the answer is currently no, though they might achieve this at some point in the distant future. Meanwhile, humans have achieved a state that I will call the “beehive brain”, where the written thoughts of all of humanity can be quickly assimilated and analyzed, producing a result that looks very much like thinking. The big difference between a...

Importance of natural resources Part 1 – subsurface energy resources

Humanity distinguishes itself from other species by intellect, innovation, and technology – but we cannot survive and thrive on brainpower alone. We need natural resources to translate our ideas to products that benefit humanity. To help understand the wide variety of natural resources and their associated issues, benefits, and challenges, I am considering them in four categories: Subsurface energy resources – oil, natural gas, coal, radioactive energy minerals, and geothermal heat Other subsurface resources...