To explain why I'm reporting on this: One-third of the world's helium comes from Qatar and Ras Laffan. It is essential for ASML's EUV machines, which are used to produce chips globally. These facilities have been completely destroyed. Furthermore, Taiwan imports 95% of its
POLICY
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Democracy, Government Change, and Ideological Commitment
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Except that in democracy governments change on a regular basis, and if you tie yourself too much to a particular ideology you'll be SOL when the next government arrives. The fact that that has not been the case in practice tells you a lot about how various segments of the
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Democracy’s Ideology Shifts Impact Government AI Policy
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Except that in democracy governments change on a regular basis, and if you tie yourself too much to a particular ideology you'll be SOL when the next government arrives. The fact that that has not been the case in practice tells you a lot about how various segments of the
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Data Control: Local Processing vs Centralized Corporate Access
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No, but there's still a big difference if you have full control over data and selectively send tokens upstream for processing or if companies have access to all your data and send little parts down to you.
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Critical Infrastructure Must Remain Apolitical and Non-Ideological
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My core belief is this: companies and organizations that work critically for the government, and on which the government *critically* depends should be *especially* apolitical and non-ideological.
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Open Source vs Proprietary AI: Security and Capability Asymmetry
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Why? – Risk comes from capability asymmetry between attackers and defenders. Open source is what every frontier lab already trains on so defenders get the same AI firepower as attackers. With proprietary code, you're on your own. The biggest risk is someone training a model on x.com/ClementDelangu…
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SR 26-2 Released: GenAI Excluded from Banking Regulation
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SR 26-2 is out. GenAI is explicitly out of scope — meaning no regulatory floor for the models banks are deploying fastest.
TIAA, Capital One, and former NY Life are on stage at Rev NYC, May 19 to respond. First panel to address the regulation. Free event. https://
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Open Source vs Proprietary: The AI Security Asymmetry Problem
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Why? – Risk comes from capability asymmetry between attackers and defenders. Open source is what every frontier lab already trains on so defenders get the same AI firepower as attackers. With proprietary code, you're on your own. The biggest risk is someone training a model on
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Technological Republic or Autocracy The AI Power Debate
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Technological republic? More like a technological autocracy amirite.
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Build AI Foundation Before Scaling: Data Governance Strategy
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The big takeaway for me: Before scaling AI, build the foundation. → Start with the business problem, not the model
→ Define the process, policies, and metrics
→ Govern access to certified data products
→ Keep humans in the loop to validate and monitor That is how you get