Posts by Jordi
Location Data Is Now a National Security Bill Come Due
A Pentagon letter says adversaries are exploiting commercial location data to target U.S. personnel, turning the adtech economy into a national-security risk.
Read MoreAI Is Becoming an Electricity Race, Not Just a Chip Race
A new look at China AI buildout shows why the next phase of artificial intelligence may be decided by power grids as much as by chips.
Read MoreDrone Bailouts Are Becoming the New Industrial Policy
The Trump administration is reportedly weighing funding for U.S. drone firms, turning autonomous warfare into another test of incentives, favoritism, and public risk.
Read MoreVermont’s Meta Lawsuit Puts Platform Incentives on Trial
The Supreme Court’s refusal to take Meta’s appeal lets Vermont test whether Instagram’s engagement model can be treated as a consumer-protection problem.
Read MoreThe Pentagon’s Microreactor Race Is Really a Power-Constraint Story
The Pentagon is becoming the first serious customer for microreactors, and the bigger story is what happens when AI, defense, and off-grid power all collide.
Read MoreThe AI Hiring Machine Has a Racial Bias Problem Nobody Can See
A Stanford-led study of 4 million job applications finds a single AI hiring vendor produces discriminatory outcomes for Black and Asian applicants across hundreds of employers, and the company’s own math was designed to hide it.
Read MorePope Leo’s AI Warning Is Really About Platform Power
Pope Leo XIV’s first AI encyclical warns that artificial intelligence can widen inequality, weaken democracy and concentrate power in the hands of Big Tech.
Read MoreThe Quantum Subsidy Fight Shows the New Industrial-Policy Trap
A $2 billion quantum push shows how fast strategic technology policy turns into a fight over who gets subsidized, who decides, and whether Congress still controls the checkbook.
Read MoreBottlenecks, Momentum Breaks, and the Market’s Next AI Phase
Jordi Visser’s latest market framework: AI remains the secular trend, but bottlenecks, oil, rates, momentum breaks, and agentic financial rails now define the next phase.
Read MoreThe Warehouse Robot Demo Was Really a Labor-Market Warning
Figure AI says three humanoid robots sorted more than 28,000 packages for over 24 hours without human control. The real story is the incentive signal it sends to every warehouse operator.
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