I write about AI and Geopolitics
The AI boom has given Latin America a rare opening to move beyond its old role in the global economy. Whether it can seize that chance depends on turning resource wealth and technical ambition into lasting political and industrial power. Latin America’s AI push is not mainly about catching up in technology. It is about … Read more
What comes after the facts have settled By the time you reach the end of a series like this, the technical details have usually done their work. You know how the systems operate. You’ve seen where the legal architecture fractures, where corporate accountability dissolves into procurement loopholes, and where the Security Council veto acts as … Read more
For years, AI was talked about as if it lived nowhere. It was “in the cloud,” which made it sound borderless, weightless, almost detached from the physical world. But that was always only half true. The cloud has buildings. It has land, substations, cooling systems, permits, cables, backup power, and legal jurisdictions. It can be … Read more
On Imminent Danger of Unscrupulous Intrusion In the same week, two American institutions made decisions about dangerous capability. One institution looked at what it had built and decided the public could not have it. The other looked at what it had built and decided, at two o’clock in the morning, that it could not decide … Read more
Thinking Out Loud is a personal series where I trace patterns in real time, share how I’m reading them, and invite your perspective. These are working observations—not forecasts, not policy prescriptions, not statements of fact. Just one analyst’s lens, offered in the spirit of discussion. In Part I, I traced how energy grids, fiber corridors, … Read more