00:00:04The Kill Switch
00:03:58CAISI, Not the NSA
00:07:26The Buildout That Isn't There Yet
00:10:52The Whole Geofence
00:14:02The Front Door Comes Off
00:17:03A World-First Opt-Out
00:19:50On the Loop
關於這一集
Brussels publishes a tech sovereignty package built around one fear — that a foreign government could one day switch Europe's cloud off. OpenAI breaks with the President's AI order the same day, asking for mandatory rules under a civilian agency, while IBM's CEO endorses the lighter touch. Then the money meets the grid: JP Morgan says most of 2027's planned US data center capacity isn't under construction yet, and 40 cents of every dollar in Alphabet's $85B raise is paying employee-equity taxes. Plus Tesla's driverless robotaxi covers all of Austin, Morgan Stanley invites AI agents into a $7.35 trillion wealth funnel, UK regulators hand publishers a world-first opt-out from Google's AI summaries, and a former GCHQ chief argues drones should carry a moral code.
- Guardian: EU sovereignty package and the 'kill switch' fear
- Techmeme: OpenAI's policy paper asking for mandatory cyber-risk evals under CAISI
- Axios: IBM CEO Arvind Krishna backs the narrowed AI executive order
- Techmeme: JP Morgan on 2027 US data center capacity not yet under construction
- Techmeme: The Information on Alphabet's $85B raise and employee-equity taxes
- CNBC: Morgan Stanley opens its platforms to clients' AI agents
- Guardian: UK CMA gives publishers an opt-out from Google's AI summaries
- Guardian: Former GCHQ chief David Omand on a moral code for autonomous drones
- Ashok Elluswamy: Tesla's unsupervised robotaxi across greater Austin
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