Posts by Jordi
Trump’s AI Order Turns Preclearance Into a Handshake
Trump’s voluntary AI order asks frontier model companies for pre-release government access, turning safety review into a quiet bargaining table between agencies and Big Tech.
Read MoreHPE’s AI Quarter Shows the Infrastructure Trade Is Becoming the Economy
Hewlett Packard Enterprise became the latest proof point that the AI story is no longer just a software story. Reuters reported Tuesday that HPE shares jumped roughly 30% after the company delivered a stronger quarter powered by demand for AI infrastructure. The market reaction m
Read MoreFlorida’s OpenAI Lawsuit Turns AI Safety Into a Product-Liability Fight
Florida’s lawsuit against OpenAI pushes AI safety out of the abstract and into product liability, parental trust, and platform incentives.
Read MoreNvidia’s AI PC Push Moves the Platform Fight Onto Your Desk
Nvidia’s new AI PC chip is not just a product launch. It is a move to make the personal computer the next control point for autonomous agents.
Read MoreJordi’s Sunday Market Report: The AI Trade Is Running Into the Physical World
Jordi Visser’s latest market framework: AI demand is real, but the next phase is about bottlenecks, power, inflation, positioning, and the physical-world limits of the buildout.
Read MorePope Leo’s AI Warning Is Really About Who Gets to Shape Human Attention
Pope Leo’s fresh warning about artificial intelligence is a reminder that the real political fight is over attention, authority, and who trains the systems mediating daily life.
Read MoreSoftBank’s France AI Bet Shows the Data Center Is the New Factory
SoftBank’s giant France data-center plan shows AI is becoming a physical infrastructure race, not just a software story.
Read MoreMeta’s Mouse-Click Tracker Shows the New AI Productivity Tax
Meta’s internal productivity tracker turns AI-era efficiency into a workplace surveillance fight with Europe’s privacy rules.
Read MoreMistral’s Defense-AI Line Shows the Real Platform Incentive
Mistral says defense customers, not the AI supplier, should decide how its systems are deployed — a clean window into the incentives driving sovereign AI.
Read MoreAnthropic’s Valuation Turns AI Into a Capacity Race
Anthropic’s new valuation shows that the AI contest is becoming a contest over compute, capital, and who can afford the next infrastructure bill.
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