AI
People, Planet, Progress, and Power: What India’s AI Summit Reveals About Global AI Governance
The visible summit story is about inclusion. The deeper fight is about who gets to set the defaults everyone else must live under.
Policy
AI
How AI Governance Is Splitting Between Innovation Theater and Democratic Accountability
The important shift is not that AI governance is getting more formal. It is that procedural legitimacy is becoming a way to set market terms, distribute opportunity, and decide who carries the cost of accountability.
Markets
Mispricing Disruption: Why Markets Are Ignoring AI's Institutional Friction
Capital markets are currently pricing AI as a frictionless force of creative destruction. They shouldn't. The dominant investment thesis treats artificial intelligence the way early markets treated the internet: as an inevitability that collapses legacy systems on contact. If your model is right, the portfolio practically builds itself
Policy
AI Sovereignty Is Splintering Into Three Models
While Washington debates federal preemption, three distinct models of digital sovereignty are emerging — data embassies, frugal AI, and financial algorithmic governance. None of them are American.
AI
The Moat That Eats Itself
Companies are achieving record revenue per employee by replacing junior workers with AI agents. They are also, quietly, dismantling the system that creates the senior workers those agents will eventually need.
Policy
The Clause That Doesn't Need a Law
On March 6, 2026, the General Services Administration published a proposed contract clause — GSAR 552.239-7001, "Basic Safeguarding of Artificial Intelligence Systems" — through a comment process normally reserved for procurement schedule refreshes. Not through Congress. Not through an executive...
AI Infrastructure
The Water Ceiling: AI's Invisible Constraint on Compute Expansion
AI’s next infrastructure bottleneck is not only power or chips. It is water, and the geography of that constraint is beginning to shape where compute can actually scale.
Policy
China's Open-Source Gambit: Closing the AI Gap Amid Export Controls
A sanctions regime can choke a supply chain without actually stopping a strategy. The Western framing treats compute denial as a master switch, but China is rewriting the terrain at the deployment layer.
AI News
Why MCP Became the Real AI Platform War
Most people still talk about the AI race as if the prize is the best model. That was true for one phase. It is no longer the whole game.
AI News
The AI Infrastructure Fight Is Becoming a Distribution Fight
The public backlash to AI infrastructure has usually been framed as a local permitting problem. That frame is already too small. A more consequential shift is now visible: the AI infrastructure fight is turning into a distribution fight. The question is no longer only whether communities will tolerate more data
AI
The Global South is building a different kind of AI future
The Global South AI story is not mainly about delayed adoption. It is about different constraints, different priorities, and forms of usefulness that mainstream coverage still underestimates.
AI News
The AI Capacity Market Is Becoming More Important Than the Model Market
The AI Capacity Market Is Becoming More Important Than the Model Market The mainstream AI story still treats the market as if its center of gravity is model quality. Which lab shipped the strongest benchmark? Which assistant feels smartest? Which release moved the fastest? That lens is now too narrow