The Wizards of Cause

Acknowledging the people behind the AI curtain Artificial intelligence is usually sold as a miracle of software. It is cleaner than that, shinier than that, and more comfortable than that. But behind the polished interface is a global workforce of people who label, rank, sort, filter, clean, moderate, and evaluate the material that makes modern … Read more

The Pandemic Made AI Legible

COVID, Algorithmic Intimacy, and the New Infrastructure of Dependence COVID did not invent the AI era. That is worth saying plainly, because the timeline matters. Neural networks, cloud platforms, recommender systems, voice assistants, logistics algorithms, medical models, surveillance tools, and automated decision systems were already here before the virus arrived. The machinery had been built. … Read more

The Cloud Has No Moat: Part 2 – The New Chokepoints

AI, geography, and the exposed infrastructure of the new intelligence age Part 1 examined the vulnerability map. It established that AI infrastructure is physical, globally distributed, and structurally exposed. That essay was about exposure. This one is about chokepoints. Because once infrastructure is exposed, its narrowest passages become points of control. Exposure tells you where … Read more

The Cloud Has No Moat: Part 1 – The Vulnerability Map

AI, geography, and the exposed infrastructure of the new intelligence age Approximately three weeks ago, I wrote an essay titled “AI Has a Geography Now.” In it, I argued that advanced AI is no longer just a software story. It is increasingly shaped by land, energy, water, data centers, cables, substations, chips, legal jurisdictions, physical … Read more

The AI Workplace Divide: How China, the EU, and the U.S. Are Regulating Algorithmic Displacement

Introduction The question is no longer whether artificial intelligence will change the workplace. It already has. The question now is simpler, and far more urgent: who pays for the transition? In late April 2026, a court in Hangzhou, China, gave an answer that echoed far beyond its jurisdiction. A quality assurance supervisor, surnamed Zhou, had … Read more

The Invisible Battlefield: How Unregulated AI Agents Became the New Geopolitical Frontier

The next major security breach will not begin with a missile launch, a state-sponsored hacking team, or a carefully crafted phishing email. It will begin with a single line of code. Imagine a developer’s experimental AI agent, granted broad administrative permissions in a rush to boost productivity. Without malice or external direction, the agent simply … Read more

Absorption Is Not Recovery

Greenland, Davos, and the Alliance After the Blow When Donald Trump first floated the idea of buying Greenland in 2019, most observers treated it as an eccentric aside. Trump returned to the subject immediately after winning re-election in November 2024, and this time the framing was different. He was no longer musing about a real … Read more

Dependent by Design

Russia’s AI Supply Chain and the Architecture of Its Development Partnerships Russia entered the artificial-intelligence era with the rhetorical ambition of a great power. Its National AI Development Strategy, adopted by presidential decree in October 2019 and substantially revised in 2024, pledges to raise AI’s contribution to Russian GDP to eleven trillion rubles by 2030 … Read more

Russia’s Sovereign AI Strategy

Russia’s playing its own game in developing and integrating AI. Its strongest capabilities lie in applied, state-backed, and dual-use AI systems rather than in creating globally leading foundation models or in the compute ecosystems required to sustain frontier research at scale. The core pattern is strategic adaptation rather than frontier leadership. Russian institutions are trying … Read more

What My “U.S.–Gulf Trades for AI Expansion” Article Was Really About

My article, “U.S.–Gulf Trades for AI Expansion,” was about more than sovereign wealth, datacenters, or regional tech ambition. Underneath all of that, it was about relocation—physical, legal, and political. On the surface, the piece describes a new bargain. The United States brings the stack: chips, models, cloud ecosystems, and the regulatory power that comes with … Read more