#Compute
Tagged · 4 entries
- AI Safety Theater: Safety as the Capture SurfaceThe firms selling the AI risk are the firms selling the cure. The capture mechanism is the safety brand itself — licensing thresholds as moats, compute governance as a chokepoint, and the 'regulate me' dynamic that formalizes the incumbents' place at the head of the line.
- The AI Governance RatchetThe AI-governance debate is a fight over who operates the control grid, not whether one gets built. Hard law, voluntary standards, and compute chokepoints — and what held versus what reversed in 2025–26.
- AI Governance TrackerThe governance ratchet in real time — EU AI Act rollout, compute export controls, the open-weight fights, C2PA adoption, and the spreading AI Safety Institutes. Updated as the clicks land.
- DeepSeek and the Compute Thesis: How a Chinese Lab Broke the ModelA Chinese lab with restricted hardware matched OpenAI's best reasoning model and open-sourced it. Nvidia lost $589 billion in one day. The entire compute governance thesis, questioned.