Tech Geopolitics
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Alibaba's Claude Ban Is the Tech Cold War Going Hot
Alibaba isn't just banning Claude Code today — they're selecting Anthropic's permanent exclusion from that organization's AI layer.
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Europe Built a Sovereign ID on American Rails
You cannot build digital sovereignty on top of a stack you don't control — and the EU just built its national ID system on Google and Apple's trust layer.
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SK Hynix's US Listing Is a Memory Arms Race
Memory is the chokepoint the AI stack can't route around — and SK Hynix just made a $29.4 billion bet that everyone is about to remember that.
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Microsoft's Chinese Model Problem Is a Feature
Microsoft treating model origin as an economic variable rather than a security constant is the kind of decision that looks fine in a quarterly earnings call and catastrophic in a postmortem.
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Big Tech's Private Oceans Are Everyone Else's Problem
The application layer looks diverse. The substrate looks like an oligopoly — and the oligopoly is drilling into the ocean floor while regulators argue about chatbot disclosures.