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Both accounts are circling the same AI regulation fight from different angles. One is focused on policy risk, the other on market consequences, which makes the overlap worth watching.
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.
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