Foxconn / TSMC
S01E107 : MULTIPOLAR SUPPLY 1/1 : FOXCONN / TSMC
File open 12 October 2026: Foxconn / TSMC / Multipolar Supply.
cassandra-files
Foxconn / TSMC
NOTES: Foxconn / TSMC: The $165 Billion Helium Grift
Marcus on Foxconn / TSMC: the spin vs the invoice.
Foxconn / TSMC
AUDIT: Foxconn / TSMC: The Helium Bottleneck in Multipolar Silicon
Forensic audit of Foxconn / TSMC under Multipolar Supply.
Cassandra Protocol
S01E100 : PRECISION ONCO 2/3 : NATERA
02 October 2026. The Q4 archives open on Natera and the brittle architecture of precision oncology. We dissect the miracle of early cancer detection against the crumbling infrastructure of healthcare reimbursement. Step into the cold and press play.
Natera
AUDIT: Natera: The Blood Ledger: Precision Oncology’s Blind Spot
An audit of Natera's Signatera assay and the structural realities of precision oncology. Examining the clinical infrastructure of molecular residual disease detection versus the limitations of healthcare reimbursement models.
Guardant Health
AUDIT: Guardant Health: The Blood Ledger: Scaling the Illusion of Precision
Katie dissects Guardant Health's aggressive market penetration strategy, explaining how massive volume surges in the Shield liquid biopsy test secure institutional adoption despite underlying margin friction.
Sentinel
S01E96 : DEEPFAKE FORENSICS 1/3 : SENTINEL
File open 24 September 2026: Sentinel / Deepfake Forensics.
Sentinel
NOTES: Sentinel: Selling Keys to the Cops and the Robbers
Marcus on Sentinel: the spin vs the invoice.
Sentinel
AUDIT: Sentinel: The Cryptographic Illusion of Ground Truth
Forensic audit of Sentinel under Deepfake Forensics.
Novo Nordisk
S01E95 : DIABESITY ECOSYSTEM 1/3 : NOVO NORDISK
File open 18 September 2026: Novo Nordisk / Diabesity Ecosystem.
Novo Nordisk
NOTES: Novo Nordisk: A Syringe Full of Gold, But the Plunger is Stuck
Marcus on Novo Nordisk: the spin vs the invoice.
Novo Nordisk
AUDIT: Novo Nordisk: The Metabolic Ransom: A Stalled Empire
Forensic audit of Novo Nordisk under Diabesity Ecosystem.