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