Posts by Jordi
Prediction Markets Are Becoming a Fight Over Who Gets to Price Politics
Reuters says the CFTC is preparing new prediction-market rules after scrutiny of well-timed trades around Trump policy surprises.
Read MoreCISA’s AI Cyber Directive Is a Public-Infrastructure Warning
CISA is preparing to triage federal cyber risk by real-world consequences as AI shrinks the window between vulnerability disclosure and exploitation.
Read MoreSpaceX Orbital AI Compute Makes the Cloud a Launch Pad
SpaceX is reportedly pitching orbital AI computing tests by 2027, turning data-center politics into a launch-capacity and infrastructure story.
Read MoreAnthropic Blacklist Fight Shows AI Policy Is Power Politics
The Anthropic blacklist fight is a warning that frontier AI policy is becoming a contest over state leverage, platform power, and who gets to build the next layer of infrastructure.
Read MoreOpenAI’s IPO Filing Turns AI Hype Into Public-Market Risk
OpenAI’s confidential IPO filing shows the AI race moving from private-company mythology into public-market accountability, where users, investors, and infrastructure costs collide.
Read MoreApplied Digital’s $5.2B AI Lease Turns Compute Into Utility Politics
A 15-year, 210-megawatt AI data-center lease shows that artificial intelligence is no longer just software policy. It is power, water, grid capacity, and local accountability.
Read MoreThe AI Standards Bill Moves the Platform-Power Fight to Washington
A bipartisan House AI framework shows the real fight is shifting from whether AI should be regulated to who gets to write the operating rules.
Read MoreJordi’s Sunday Market Report: The Fireworks Are Over, But the AI Cycle Is Not
Jordi Visser’s latest market framework: the AI trade is rotating from fireworks to digestion, not collapsing into a simple bubble unwind.
Read MoreData Center Zoning Is Now AI Policy
South Burlington’s data-center zoning debate shows AI power is moving from model demos into land, electricity, water, tax breaks, and local permitting fights.
Read MoreOpenAI Lockdown Mode Shows AI Security Has Entered the Trust Stage
OpenAI’s new Lockdown Mode is a reminder that the next AI fight is not just capability. It is whether institutions can use these tools without leaking what they know.
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