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Mohammed Soliman @soliman.bsky.social · 1d

Ashley was not only one of the most respected India experts, but was also rumored to be Trump’s choice for ambassador to India during his first administration.

asiasociety.org/blog/asia/tr...

Trump's Rumored India Ambassador Says Globalization Advances U.S. Interests

Appearing at Asia Society two days after Donald Trump's victory, Ashley Tellis also argued for protecting America's international order.

asiasociety.org

Mohammed Soliman @soliman.bsky.social · 1d

Shocking for me and for the entire DC foreign policy community. Ashley Tellis has been accused of unlawfully removing classified documents from secure government locations and holding multiple meetings with Chinese officials dating back to 2023.

www.cnn.com/2025/10/14/p...

Pentagon contractor charged with unlawful retention of classified information | CNN Politics

A man who worked as a Pentagon contractor and State Department adviser has been charged with removing classified information from a government facility after investigators found over a thousand docume...

www.cnn.com

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Mohammed Soliman @soliman.bsky.social · 1d

How It Started….. How It's Going

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Mohammed Soliman @soliman.bsky.social · 4d

Each F-35 requires 418 kg of rare earths, an Arleigh Burke destroyer requires 2,600 kg, and a Virginia-class submarine requires 4,600 kg. With the majority of U.S. imports coming from China. Unprecedented crisis.

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Mohammed Soliman @soliman.bsky.social · 5d

OpenAI makes up around $330B of the $880B total future contract value (RPO) tied to Microsoft, Oracle, and CoreWeave, so a lot of supplier growth depends directly on OpenAI’s stability.

Mohammed Soliman @soliman.bsky.social · 7d

how money is moving around the AI ecosystem

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Mohammed Soliman @soliman.bsky.social · 7d

how money is moving around the AI ecosystem

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Reposted by Mohammed Soliman

Nikolas Gvosdev @fpriorbis.bsky.social · 8d

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 · 8d

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 · 8d

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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Reposted by Mohammed Soliman

MrCheeze @mrcheeze.github.io · 11d

Claude continues to be the firefox of LLMs, huh

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Mohammed Soliman @soliman.bsky.social · 11d

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 · 14d

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

Mohammed Soliman @soliman.bsky.social · 14d

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 · 16d

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 · 16d

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 · 16d

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 · 16d

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 · 16d

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 · 17d

🇲🇽🇲🇽 Mexico City — unmatched

Mohammed Soliman @soliman.bsky.social · 18d

AI adoption actually falling now for many firms

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Mohammed Soliman @soliman.bsky.social · 18d

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….