A running record of what I’m reading, thinking about, and building, mostly around EU digital and sustainability regulation, AI governance, payments, and political economy. New pieces appear below.
Reading Log: Three Capitals, One Chip
Trump took Silicon Valley to Beijing, the US reopened the chip tap, and Europe watched. A reading log on US-China-EU tech geopolitics, the Draghi report one year on, and where the money is actually going.