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Resilience, Not Replication: India's AI Strategy in a Selective Globalization Era
Recent restrictions on access to frontier AI models have reignited an important debate in India about technological dependence.
Jul 22
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Subri Shastry
2
Beyond Hormuz: India's Energy Security Strategy and East Asia
India’s response to the Iran War energy shock should not be viewed only through the upstream lens.
Jul 8
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Subri Shastry
June 2026
How Global Capital is Diversifying Geopolitical Risk
I notice discussions around global Foreign Direct Investment (FDI) increasingly focus on one question: which country is replacing China? My reading is…
Jun 26
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Subri Shastry
1
The Iran War Through a Geopolitical Lens
My read of the current situation is that Iran emerged in a stronger strategic position than many expected.
Jun 20
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Subri Shastry
Saudi Arabia's Strategic Weight in a Multipolar World
Why Saudi Arabia may be the Gulf's most consequential state despite the global attention often given to the UAE.
Jun 17
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Subri Shastry
NATO - The Alliance Structure Remains but the Dependency Has Inverted
The US has cut back fighter jets available to NATO from 150 to 100, maritime reconnaissance aircraft from 26 to 15, and all 8 aerial refueling tankers…
Jun 12
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Subri Shastry
1
The World Still Has Institutions. They Are No Longer at the Center
Institutions that once were at the center of global trade, security, and finance still exist today.
Jun 8
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Subri Shastry
The Countries Behind AI's Chokepoints
In my last post I presented that AI looks broad at the application layer.
Jun 1
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Subri Shastry
2
May 2026
AI and the Changing Balance in the US–India Relationship
India and the US relationship over the last 30 years has evolved significantly in the IT space, where India provided highly skilled technology resources…
May 26
•
Subri Shastry
2
The AI Race Is Not What It Seems
The AI Stack and Its Chokepoints
May 20
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Subri Shastry
2
The U.S. Isn’t Rebuilding Production. It’s Managing Risk
There is a growing narrative that the U.S.
May 13
•
Subri Shastry
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