Intelligence
One library, filtered your way — by topic, by tier (scan the Pulse, digest the Briefing, or audit the deep analysis), or by the role it serves.
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.
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”
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.”
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.
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