Voice
A Polish-Canadian software engineer turned tech-policy writer, trained in cryptographic-protocol verification and radicalized by watching an American giant buy the fintech he worked for and strip it for parts. The grandson of a Łódź railway machinist and the son of a steelworker who lost a pension to corporate restructuring, he reads every tech story as a version of the same extraction. He writes on antitrust, platform power, and the science underneath — receipts stacked, mechanism named, with a dry closing line.
Xi Jinping endorsed open-source AI Friday and called it a symphony of global collaboration. The Beijing company that released its most capable model hours before the speech called it a good business move. Both things are true, and the tension between them is the entire story. The scene in Shanghai was choreographed with precision. Nine Nobel and Turing laureates in the…
2026-07-17 · 6 MIN READAnthropic shipped Claude pre-censored for Beijing, Riyadh, and Bangkok. The pattern is consistent across the major US-built chatbots the Meta Oversight Board tested this month, and the cause is visible in the training data if anyone cared to look. It is true that training a large language model on the contemporary public web is, in the narrow engineering sense, an act of…
2026-07-17 · 4 MIN READJensen Huang flew to Tokyo and sat beside the heads of Japan's three largest industrial robot makers to announce that Nvidia's compute platform will be the brain inside their machines. Fujitsu CEO Takahito Tokita was there too. They called…
2026-07-16 · 8 MIN READEvery advanced chip the AI industry needs runs through one company's fabs, and that company just collected twenty-two billion dollars in a single quarter. It is true that TSMC's second-quarter results — net profit up 77 percent…
2026-07-16 · 8 MIN READIt is true, in the narrow sense in which these things are usually true, that the algorithm has no intent. An internal performance-ranking system that relies on keystroke-activity data, AI-token-usage dashboards, and continuously-updated…
2026-07-16 · 5 MIN READDeepSeek is turning geopolitical fear into a $71 billion IPO. It is true that DeepSeek has earned something most AI companies have not: a technical result that stands on its own. Its recent models demonstrated that a Chinese lab could produce frontier-competitive systems at a fraction of the cost Western labs were spending, and the efficiency gains were real — not marketing,…
2026-07-16 · 5 MIN READThe hyperscalers are devouring the industrial base Washington is trying to rebuild. Data-center construction represents real economic activity at a time when not much else is being built — Census Bureau figures the Wall Street Journal reported showed data-center spending up 23 percent in May from a year earlier, while manufacturing-building construction fell 22 percent to a…
2026-07-15 · 3 MIN READKathy Hochul is banning the construction of large data centers, making New York the first state to tell the AI buildout to stop and wait while the government figures out whether it wants the thing it has spent two years competing to…
2026-07-15 · 4 MIN READThe pharmaceutical industry is automating the search for molecules it knows will fail in human bodies. There is no investor "dilemma" here, and the "trillion-dollar question" framing — common enough in the trade press — conceals what the…
2026-07-12 · 9 MIN READNadella, Jassy, and Pichai burned a third of France's carbon and called it progress. It is true that the three companies' sustainability reports are not technically fraudulent. Microsoft, Amazon, and Google are, in their annual…
2026-07-11 · 4 MIN READAmazon and Microsoft are designing the safety net for the workers their AI will fire. To be fair — and it is worth being fair, because the documents are public and the public can read them — RAISE US, the bipartisan consortium that…
2026-07-11 · 6 MIN READPlatform monopolists extract rent from exhausted workers by selling the illusion of effortless escape. It is true that a mechanical engineer in Austin can make fifty thousand to a hundred and fifteen thousand dollars a year selling an…
2026-07-11 · 5 MIN READ
Alphabet's Waymo forces first responders to pay for debugging its unverified public-road software. It is true that, in the narrow sense in which the company usually means these things, Waymo's cars are better drivers than most of the…
2026-07-10 · 5 MIN READBeijing is closing the open-source trap it spent years building. American companies have built a deep reliance on cheaper Chinese artificial-intelligence models. DoorDash routes its lower-complexity, volume-heavy workloads to Moonshot AI's…
2026-07-09 · 4 MIN READAlphabet ships four thousand cars onto American streets that cannot recognize a fire engine. The National Highway Traffic Safety Administration, in a letter dated July 8 and made public Wednesday, has at last put on the public record what…
2026-07-09 · 5 MIN READHeard on the Street treats arms-refusal as an IPO risk-management problem. The frame is the problem. Asa Fitch's column asks whether Anthropic's ongoing confrontation with the Pentagon will damage the company's planned offering. The answer…
2026-07-08 · 6 MIN READState Farm is making its agents pay for its broken artificial intelligence. The first thing the new "instant summary" tool did, when an Illinois agent tried it on her own account, was report that she had been a State Farm policyholder for…
2026-07-08 · 7 MIN READJustin Hotard is selling Nokia shareholders ninety per cent of an AI story the optical networking margins have not yet earned. The figure is not estimation; it is the change in Nokia's share price over the first six months of 2026, and it…
2026-07-07 · 4 MIN READTwelve banks just lent Nscale nine hundred million dollars to buy depreciating Nvidia chips. A revolving credit facility syndicated by J.P. Morgan, Goldman Sachs, and Morgan Stanley — twelve lenders in total, including RBC Capital Markets…
2026-07-07 · 5 MIN READCastor's subcommittee just made residential ratepayers underwrite the AI data center buildout. The Ratepayer Protection Act, which moved through a House subcommittee in mid-June on a bipartisan vote and is co-sponsored by Representative…
2026-07-05 · 3 MIN READNational Grid pays Microsoft $1.75 billion to build a private power grid. It is true that the cheque is being written by National Grid's commercial arm, and not by the U.K. regulated distribution business whose wires carry power into eight…
2026-07-01 · 5 MIN READOpenAI and Anthropic ship a universal attacker's manual and sell you the defence. That is the structural claim buried in Bruce Schneier's column this week on the joint Five Eyes statement on AI and cyber risk, and it is worth saying aloud…
2026-06-29 · 5 MIN READTadeu Marroco is firing nine thousand people and calling it artificial intelligence. British American Tobacco announced this week that the company will cut 5,500 jobs by year's end and outsource a further 3,500, mostly to Accenture. The…
2026-06-29 · 4 MIN READThe Trump administration is strangling its own AI labs to hand the race to Beijing. It is true, in the narrow sense in which such arguments are usually true, that an AI model capable of finding security bugs in software is also, in the…
2026-06-28 · 5 MIN READLiang Wenfeng takes $7.4 billion from the Chinese state to keep the AGI story alive. It is true that DeepSeek's R1, in January 2025, was a real piece of engineering. It is true that a small Hangzhou lab, on a budget that was a rounding…
2026-06-26 · 5 MIN READCenturia Capital is selling equity at a premium earned by calling itself AI infrastructure. The Australian property investment manager announced a A$300 million raise at A$2.00 per share to fund the expansion of its ResetData data-center…
2026-06-23 · 6 MIN READLet me begin with a concession. It is true, in the narrow sense in which clean-energy consultants usually mean it, that the AI data-center buildout is doing what the Biden administration's billions in subsidies could not: it is making…
2026-06-19 · 5 MIN READThe playbook is not new, but the scale is. Chinese state-sponsored hackers, using the commercial proxy infrastructure the Chinese Communist Party permits to operate, have turned tens of millions of American consumer devices into an…
2026-06-18 · 6 MIN READAnthropic is going public on the claim that its AI might kill you. The S‑1 will talk about market opportunity and technical moats and responsible scaling, but the logic is inescapable. A company that warns the world its products pose an…
2026-06-17 · 7 MIN READThe AI industry has found a way to borrow money for nothing. AI promoters are raising billions in zero-interest convertible debt backed by nothing but stock volatility — $54 billion in U.S.-listed convertible issuance in the first half of…
2026-06-17 · 4 MIN READSchneider Electric and Foxconn are building the power-hungry assembly line that will extract billions from electricity ratepayers. It is true, in the narrow sense in which press releases usually are, that Schneider’s partnership with…
2026-06-15 · 5 MIN READTech companies are firing engineers to teach the survivors to work for less. That is the sentence the industry would prefer you not articulate quite so plainly, but the documentary record does not leave much room for ambiguity. Software…
2026-06-14 · 4 MIN READSilicon Valley is strip-mining California's water and power, and the governor is its partner. It is true that the current generation of large language models produces genuinely useful outputs — protein-structure prediction, code…
2026-06-14 · 5 MIN READKeir Starmer pays foreign chipmakers to surveil British children. That was not how the announcements were framed at London Tech Week. The framing was sovereignty — £1.1 billion to "build globally competitive AI hardware companies in the…
2026-06-13 · 9 MIN READThe Justice Department just handed a Trump donor’s son a media monopoly. David Ellison, the Paramount Skydance chief executive whose father Larry Ellison bankrolled the president’s campaigns, is buying Warner Bros. to lock out the…
2026-06-12 · 7 MIN READGoogle built the billion-dollar SMS theft racket with Gemini and is now suing the scammers. The company named the group “Outsider,” the FBI attributed 3.87 million stolen credit cards and $1.9 billion in losses since July 2023, and Google…
2026-06-12 · 9 MIN READOura and Whoop extract your physiological metrics and charge you monthly rent to see them. It is true that the hardware works. In the narrow sense in which “works” means the accelerometer captures movement, the optical sensor measures…
2026-06-12 · 4 MIN READThe Oracle earnings call had, by the count of the business press, three stories to tell: $638 billion in remaining performance obligations, a promise of double-digit growth in the health unit, and a transition to “outcome-based pricing”…
2026-06-11 · 7 MIN READThe AI underwriters are pricing hundred-fold multiples to extract your capital. It is true, and the statistical literature is careful to state it, that base rates shift when the underlying architecture of an industry changes. A market…
2026-06-11 · 5 MIN READAmazon and Microsoft are draining Seattle's power grid to train the machines they are using to sack Seattle's workforce. The city council voted unanimously on Tuesday to impose a one-year moratorium on new data-center construction. It also…
2026-06-10 · 7 MIN READSilicon Valley is spending trillions to make your job obsolete and calling it innovation. It is true, in the narrow and careful way that economists mean it, that technological revolutions have historically made societies richer in the long…
2026-06-10 · 4 MIN READApple handed its AI to Google and called it privacy. It is true, in the narrow sense that Apple’s senior vice president of software engineering, Craig Federighi, intended it on stage Monday, that the company’s new “Apple Intelligence”…
2026-06-09 · 4 MIN READAlphabet raises eighty-five billion dollars to extract rents from a data-center bubble. The credit markets are behaving as they always do, chasing double-digit returns without regard for the bezzle at the end of the pipe. Tech equities…
2026-06-09 · 3 MIN READA newsletter that can call the investor who sold at the bottom a “fool” and then, in the next paragraph, tell you that the same instinct that helped your ancestors survive a lion attack is why you should buy SpaceX at the IPO—that…
2026-06-08 · 8 MIN READIt is true, and the press release is at pains to emphasize it, that the Swiss firm's agreement with Nurix Therapeutics is structured to share the development burden: an upfront payment of $700 million, with forty per cent of the remaining…
2026-06-08 · 5 MIN READIt is true, in the narrow sense in which business journalism usually means it, that the ranking is a serious effort: thirty metrics from twenty data providers, six dimensions—AI readiness, innovation, talent, financial fitness,…
2026-06-08 · 4 MIN READIt is true that the President's Emergency Plan for AIDS Relief, PEPFAR, remains the most effective large-scale public-health intervention any government has ever fielded—a program that saved roughly 26 million lives since George W. Bush…
2026-06-07 · 6 MIN READDonald Trump pardons Stephen Buyer, and the machinery of chokepoint capitalism gets an explicit federal seal. It is true that the Constitution confers a plenary pardon power, and it is true that Stephen Buyer is a decorated Gulf War…
2026-06-06 · 5 MIN READThe White House is ordering the FDA to manufacture a safety problem with mifepristone. It is true that the Food and Drug Administration, like any drug regulator, has an ongoing obligation to monitor the post-market safety of the…
2026-06-05 · 6 MIN READThe city that built the cloud has decided it is finished subsidizing the AI industrial complex. Amazon and Microsoft extract public electricity to run a private AI racket draining municipal power. It is true, and the developers had a point…
2026-06-04 · 7 MIN READAlphaSense charges Wall Street billions to read documents the SEC publishes for free. The firm has now notched a $7.5 billion valuation on $600 million in annual recurring revenue, and the framing in the press is that this is a triumph of…
2026-06-03 · 5 MIN READThe White House is moving to seize direct control over the federal grant-making pipeline, subjugating the peer-review system that has long safeguarded science from political capture. The Office of Management and Budget’s latest directive…
2026-06-03 · 3 MIN READSundar Pichai vacuums up British journalism to feed his AI summarizer and dares the publishers to opt out. It is true, and the Competition and Markets Authority’s announcement is at pains to note it, that for the first time a major…
2026-06-03 · 7 MIN READThe National Science Foundation suspended nearly $21 million in UC Berkeley research grants by claiming the principal investigators failed to report foreign funding from the United Kingdom, Australia, and Switzerland — and the…
2026-06-02 · 4 MIN READMeituan burns seven billion yuan a quarter to lock you inside its app. It is true, and the first-quarter accounts bear it out, that Meituan is currently absorbing a 6.83-billion-yuan net loss on 91.04 billion yuan in revenue — its third…
2026-06-01 · 9 MIN READMark Zuckerberg forced Sarah Wynn-Williams to sit mute. It is true that the employment agreements binding former executives to the platform company contain confidentiality clauses, and that in the narrow sense in which commercial law…
2026-05-31 · 6 MIN READAnthropic burns sixty-five billion dollars to keep you captured. You are not witnessing market-driven success. You are watching a sophisticated operation in value-laundering. It is true that the large language models work, in the narrow…
2026-05-29 · 6 MIN READWhat Michigan House Democrats introduced in late April isn’t a medical-autonomy bill; it’s a cost-containment strategy dressed as a civil right. The "Death with Dignity Act," led by Representative Carrie Rheingans of Ann Arbor, would make…
2026-05-28 · 5 MIN READJeff Bezos is building his lunar tollbooth on your dime. It is fair to say, and the press release is at pains to say it, that lunar infrastructure requires heavy lifting — landers, rovers, drones — that the federal government currently…
2026-05-27 · 5 MIN READDonald Trump's department runs a legal exploit around Congress to extract $1.8 billion. It is a fair reading of the antiweaponization fund that, on its face, it looks like a remedial payout — $1.8 billion to people who were ensnared by a…
2026-05-25 · 4 MIN READIt is true, in the narrow sense that litigation documents establish a record, that the trial between Elon Musk and OpenAI provided a useful look at the mechanics of the AI boom. Kevin Scott, Microsoft’s chief technology officer, told…
2026-05-25 · 3 MIN READIt is true that HIPAA establishes a fifty-year privacy floor for medical records, and that this architecture serves a legitimate function in the modern administrative state. The trouble is that the federal law stops at the patient's death,…
2026-05-24 · 4 MIN READIt is true that RaDonda Vaught made a catastrophic choice in November 2017 when she typed the first two letters of a sedative into a hospital terminal, waited for a machine that refused to dispense it, and then overrode the lockout — only…
2026-05-24 · 3 MIN READIt is true that deploying thermal-camera arrays and computer-vision software to scan a shipping lane sounds, in the narrow sense in which emergency-response protocols usually do, like a reasonable intervention when the biological record is…
2026-05-23 · 4 MIN READElon Musk extracts capital on a starship that does not fly. It is true, and the press coverage has been at pains to note, that the scrubs Thursday were triggered by a launch-tower malfunction rather than a deeper systemic failure. The…
2026-05-22 · 7 MIN READThe administration’s claim that it seeks greater transparency and more frequent meetings is simply the bureaucratic language for defunding prevention at scale. On May 11, Health Secretary Kennedy sent letters to Dr. John Wong and Dr. Esa…
2026-05-22 · 4 MIN READData brokers sell the daily coordinates of the White House to Beijing. The federal rule meant to stop this, which took effect in April 2025 after nearly a year of interagency review, bars companies from selling location data gathered at…
2026-05-22 · 6 MIN READPump.fun profits from livestreamers provoking fights to death. The livestreamer Dalton Eatherly is the latest specimen of the genre. He is currently hiding behind the First Amendment to justify a shooting that looks less like a principled…
2026-05-21 · 4 MIN READThe administration handed adversary intelligence agencies a living map of White House employees. It is true, and the press release is at pains to say it, that the Office of the National Cyber Director has been working on this for a long…
2026-05-21 · 5 MIN READThe AI industrial complex is drafting a generation of graduates. It is true that the current generation of large language models works, in well-defined domains, at substantial cost, and it is true that the capital expenditure behind the…
2026-05-20 · 3 MIN READIt is true that the Supreme Court’s refusal to intervene leaves the federal appeals court’s rulings undisturbed, allowing the Medicare price-negotiation program to proceed as Congress drafted it. It is also true that, in the narrow sense…
2026-05-19 · 5 MIN READCongress priced five million people out of health insurance. The number comes from a new analysis by KFF, and it means that one in five people who had coverage through the Affordable Care Act marketplace will lose it this year. The…
2026-05-19 · 5 MIN READ
