Posts by Jordi
Google’s Gemini Defaults Turn Privacy Into a Maze Most Users Won’t Escape
Google’s Gemini privacy controls show how AI platform power works: make the default easy, make the opt-out confusing, and call the result user choice.
Read MoreAI Was Sold as Weightless. Now States Are Counting the Water.
Pennsylvania’s AI data-center water bill shows the real politics of artificial intelligence: private compute gains depend on public water, power, grid capacity, permits, and accountability.
Read MoreAlphabet’s AI Surveillance Problem Just Reached the Shareholder Letter Stage
Alphabet investors are asking how Google controls government use of its cloud and AI systems before surveillance risk becomes a business model problem.
Read MoreMeta’s Underage-User Fight Shows Platform Safety Is Still Voluntary Until Regulators Make It Expensive
Europe’s Meta case is not just about child safety. It is about whether the largest platforms enforce their own rules only after the cost of ignoring them rises.
Read MoreClaude’s Creative Connectors Turn AI Into the New Workflow Gatekeeper
Anthropic’s new Claude connectors for creative software show AI moving from chatbot to workflow layer, where the real politics is who controls the rails of work.
Read MoreGoogle’s Pentagon AI Deal Shows the Safety Fine Print Was Always Negotiable
Google’s reported classified AI deal with the Pentagon shows how quickly AI safety promises become negotiable once national-security procurement enters the room.
Read MoreAI Stops Being Virtual When Meta Starts Buying Power From Space
Meta’s space-solar deal shows that AI’s next political fight is power, not software.
Read MoreChina Just Turned an AI Startup Deal Into a Sovereignty Test
China’s move to block Meta’s Manus acquisition shows AI agents are becoming strategic infrastructure, not ordinary software assets.
Read MoreOpenAI’s Courtroom Fight Is About Who Owns the Public-Interest Promise
The Musk-Altman trial is not just a billionaire grudge match. It is a test of what happens when a public-benefit AI promise becomes valuable enough for capital, cloud power and platform control to fight over it.
Read MoreJordi Visser Sunday Market Report: The Edge Awakens, and the Physical AI Trade Is Still in the First Inning
Jordi Visser’s latest weekly frame is that the market is not replaying the old software-led cycle. The AI trade is moving from cloud abstraction into physical bottlenecks: semis, power, optical, freight, chemicals, and edge devices—while inflation, software weakness, and private-credit stress become the second-order risks.
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