Posts by Jordi
Your Capex Is My Opportunity: The AI Buildout Has Replaced the Old Business Cycle
Jordi Visser’s weekly market report: why the AI capex cycle, not the old consumer/software cycle, is driving earnings, scarcity, inflation risk, and benchmark arbitrage.
Read MoreAI Data Centers Are Turning Labor Politics Into Infrastructure Politics
The AI buildout is not just a tech story. It is becoming a labor, grid, water, and local-power story all at once.
Read MoreAlgorithmic Scheduling Is Becoming the New Boss—and Workers Are Paying for It
NPR’s LanguageLine report shows how algorithmic scheduling turns labor software into a hidden wage-setting system for hourly workers.
Read MoreThe Pentagon’s AI-First Military Is a Public-Accountability Problem
The Pentagon’s AI contracts with major tech firms raise a basic accountability question: who audits classified AI once private platforms become part of military decision loops?
Read MoreRobotaxis Can Get Flagged, But Not Really Fined: The Accountability Gap in Autonomous Systems
California’s robotaxi ticket problem shows what happens when software enters public streets faster than the accountability system built for human drivers can adapt.
Read MoreConnecticut’s AI Bill Shows the Rulebook Is Being Written State by State
Connecticut’s AI bill shows that the first durable AI rulebook may be written state by state before Washington settles the fight.
Read MoreMaine’s Data-Center Veto Shows Who Gets the AI Upside—and Who Gets the Power Bill
Maine’s veto of a first-in-the-nation data-center moratorium shows how AI infrastructure turns into local grid, ratepayer, and development politics.
Read MoreAI Hackers Are Moving Faster Than the Government Patch Cycle
Reuters says CISA may cut federal vulnerability patching deadlines to three days as AI compresses hacking timelines, raising a bigger question about institutional capacity.
Read MoreFrontier AI Cyber Risk Turns Bank Oversight Into Public Safety
Australia’s banking regulator warned that frontier AI could make cyberattacks larger, faster, and harder for bank boards to oversee.
Read MoreAI Power Pledges Will Not Lower Your Bill by Press Release
Trump’s voluntary AI data-center energy pledge exposes the real bottleneck: households see higher power bills while tech companies race for constrained grid capacity.
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