- Essays··7 min read
Both regulators blinked — and the gap sits exactly where the agents live
Two of the most consequential financial supervisors stepped back from AI oversight inside eight weeks — and the retreat lands precisely on the generative and agentic systems that worry me most. The regulators blinked. The risk didn't even slow down.
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The Cornell Paper Is Not a Cheating Story
The Cornell paper will be read as a cheating story all summer. It is not. It is the first peer-reviewed admission, in a journal of record, that the most important thing universities sell has lost some of its meaning.
higher-educationassessment-reformeu-ai-actai-literacyRead - Essays··7 min read
Three Clocks Ticking on the Same AI Quarter
Three deadlines are converging on the same AI quarter — one set by treaty, one by physics, one by the next insurance renewal. Most boards are tracking the first, glancing at the second, and have never heard of the third.
eu-ai-actdata-centre-powerai-liability-insuranceai-governanceRead - Essays··7 min read
The AI Rulebook Is Now a Customs Form
The last forty days of AI regulation were barely about AI. They were about ports, subsidiary structures, export taxes and chips that triangulate their own location. The rulebook is now a customs form.
ai-regulationexport-controlseu-ai-actai-sovereigntyRead - Essays··8 min read
Two Regulators Blinked. The Agent Fleet Did Not.
Two regulators blinked on the AI question in a single five-month window. The largest banks did not stop deploying. The gap between those two facts is the most important live risk in financial services right now.
model-risk-managementagentic-aibank-supervisioneu-ai-actRead - Essays··8 min read
Brussels spent one fortnight telling teachers to use AI — and to be careful it isn't illegal
Inside thirteen days Brussels told teachers to adopt AI, delayed the rules governing the riskiest classroom uses, and only then began explaining what those rules mean. It isn't a plan — it's three workstreams that never reconciled their calendars.
eu-ai-actai-in-educationhigh-risk-classificationai-literacyRead - Essays··8 min read
Three flags, one substrate
Three weeks of racks, export approvals, and merger announcements turned the sovereignty debate from a slide into a bill of materials. Run your finger down the supplier line and the cleanest framings on both sides fall apart.
ai-sovereigntycompute-supply-chaineu-ai-actdeepseek-huaweiRead - Essays··7 min read
Hannover Messe 2026 delivered an industrial AI arms race — here's what actually matters
The fork between copilot and agent is the right framing for the next two years of industrial AI. The technology is real — the governance architecture to match it is not yet built.
industrial-aiagentic-manufacturingdata-governancehannover-messe-2026Read - Essays··8 min read
Erlangen, Spartanburg, and the Quiet Half of Industrial AI
The cognitive layer of industrial AI — copilots, agentic optimisation, the operating-system metaphor — is real and mostly in pilot. The physical layer — vision, manipulation, motion — is the part actually booking cycle time on the factory floor. That asymmetry is the story.
industrial-aipilot-to-productionembedded-visionhumanoid-roboticsRead - Essays··7 min read
The Agentic AI Gap: SR 11-7 Is Dead, the EU AI Act Is Late, and Banks Are Shipping Agents Anyway
Three jurisdictions, zero frameworks designed for the agents already in production. The governance gap between SR 26-2's carve-out, the EU's sixteen-month delay, and the UK's 'further work' is where the first enforcement action will land.
agentic-aimodel-risk-managementeu-ai-actbanking-regulationRead - Essays··7 min read
Europe's AI Literacy Deadline Is Ten Weeks Away and Nobody Is Ready
The EU made AI literacy a legal duty eighteen months before the educational infrastructure it funded could plausibly deliver at scale. Article 4 enforcement begins in ten weeks. The sequencing mismatch is not an oversight — it is a compliance accident the Commission built with its own calendar.
eu-ai-actai-literacydigital-skills-gaparticle-4-enforcementRead - Essays··7 min read
The Two-Front Squeeze: AI's Energy Appetite Meets Its Own Regulation
The regulatory squeeze and the energy squeeze are the same squeeze — and the industry has been running two separate playbooks as if they exist in different universes. They don't.
eu-ai-actdata-centre-energyinfrastructure-moratoriumsgrid-capacityRead - Essays··8 min read
Monitoring Was the Old Deal. Extraction Is the New One.
Monitoring measures a worker so a manager can manage them. Extraction copies a worker so the worker is no longer needed. Meta is running the second programme while calling it the first.
workplace-extractionmeta-layoffslabour-organisingai-agentsRead - Essays··8 min read
Geopatriation in Plain Sight: A Field Report from Brussels, Delhi, and Washington
Geopatriation — the localisation of AI workloads under sovereign pressure — is the dominant pattern in 2026. The compute sits under local governance; the silicon supply chain has not been localised at all. The truth is in the clauses.
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