Intelligence
One library, read your way — by topic, by tier (scan the Pulse, digest the Briefing, or audit the deep analysis), by the role it serves, or as a series, in the order the argument was built.
How to read our work
Three Readings of Every Briefing
We read every briefing three ways — for your institution, for the balance of power, and for your own position — so you can act on the reading that matters to you.
For your organisation
Institutional reading
What the shift puts on your desk: the obligations, exposures and decisions it creates for the institution you answer to.
For the balance of power
Political reading
How it moves the contest between states, blocs and incumbents — the structural rebalancing beneath the headline.
For your own position
Positional reading
Where it leaves you: your role, your skills and the durable bets worth making in a redrawn labour market.
Another way in
Read a series, in order
European Sovereignty vs Performance
Brussels keeps choosing between control and capability, and keeps discovering it cannot have both at once. Read in order, these pieces trace one argument from the first transatlantic fracture to the money that cannot close the gap.
Find Your Perspective
Every briefing is tagged for the roles its analysis serves most. Choose the perspective closest to your work to filter the feed below — choose it again to clear it.
All Intelligence
The Same Money, Counted Three Times: AI's Circular Financing Loop Explained
“The AI financing loop is disclosed in regulatory filings. Disclosed is not the same as safe, and your pension is already inside the structure.”
Helium Scarcity Is Quietly Strangling Semiconductor Production — And Remote Regions Are Exposed
“Helium scarcity is a structural semiconductor supply constraint, not a market blip — and remote regions banking on edge AI infrastructure are directly exposed.”
Atlantic Fault Lines Deepen: US Tech Policies Threaten EU Digital Autonomy
“The "Atlantic Drift" in digital policy is accelerating toward a potential breaking point where Europe must choose between economic pain and digital autonomy.”
Brussels Has Five Tools to Fight Washington's Tech Aggression — Only One Is a Rulebook
“The EU has named the right instruments, but CAIDA retains the dependencies it claims to solve — the interim window is the actual exposure, not a footnote.”
EU AI Act: What 2 August 2026 Actually Requires (and What Moves to 2027–28)
“August 2026 moves the transparency line, not the finish line. Treating it as a cliff mis-times the work that decides exposure — the evidence trail.”
US Accelerates National AI Policy: Substance or Election-Year Posturing?
The White House has unveiled several AI initiatives including FDA AI deployment, a National Policy Framework, and the Genesis Mission.
Europe's Five Cards — and the Two It Will Actually Play: A Deployability Audit
“Rules without switchability leave the regulated party in control of the switch — Europe's credible strategy is converting regulatory power into tested”
GPAI Enforcement Activates 2 August — and the Signatory List Shows Who Is Betting Against Brussels
“From 2 August 2026, your model vendor's signature — or its absence — is part of your EU market-entry risk file.”
CAIDA's Sovereignty Tiers: Legal Architecture or Hyperscaler Licence to Stay?
“CAIDA certifies hyperscalers rather than displacing them; without EUCS addressing CLOUD Act jurisdiction, sovereign-tier status is a legal label, not strategic.”
Semiconductor Testing Bottleneck: Why the AI Accelerator Supply Chain Is Stalling at the Last Meter
“The binding constraint on AI accelerator supply is the test floor, not the fab.”
Korean Memory Fab Capacity Squeeze 2027: A Forensic Assessment of DRAM and NAND Supply Constraints, Geopolitical Exposure, and Operational Response Strategies
“HBM reallocation and EUV constraints will structurally reduce Korean commodity DRAM and NAND supply from Q3 2026—act on inventory and sourcing now.”
Greenland's Critical Minerals: The Transatlantic Scramble for Arctic Resources
The EU, UK, and US are accelerating strategic partnerships with Greenland to secure critical mineral supply chains essential for energy transition technologies.
Welcome to Silicon and Stone
The Long View from the Edge.
The Collision Course: Trump's Tariffs vs. EU Tech Enforcement
30% tariffs. €35M fines. The Atlantic just got wider.
Europe's Open Source Gambit: The Sovereignty Play Nobody's Talking About
Europe can't out-build Silicon Valley. But it might out-open-source them.
Two briefings a week, from the edge of Europe
The Tuesday Stone Briefing on what just shifted in AI policy, semiconductors, supply chains, and digital sovereignty. The Friday Practical Move on what to do about it. Decision-grade, never breathless.
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