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Heavy focus on AI regulation debates this week. Argued that open-source AI models are critical for national security. Shared a thread on how SB 1047-style bills could push innovation offshore. Also discussed the parallels between current AI discourse and early internet regulation attempts.
Published his weekly newsletter analysis on smartphone market saturation. Key insight: the next billion users will come through AI assistants, not new hardware. Also noted declining VC deal sizes in EU markets.
Both accounts converge on AI's geopolitical dimension — regulation as competitive strategy. For your fintech context: watch how AI compliance frameworks evolve, they'll shape API access patterns.
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