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Rules & Risk

Geopolitics

Export controls and sovereign compute.

  1. GeopoliticsAnalysis

    Anthropic Counts 190 Million China Extraction Chats

    Anthropic's own count of Chinese labs copying Claude rose from 16 million chats in February to 190 million by September.

    Oct 17, 20266 min read

  2. GeopoliticsAnalysis

    Compute Nationalism: How Mistral Turned a Funding Round Into Foreign Policy

    Arthur Mensch turned a three-billion-euro funding round into a geopolitical statement, recruiting Samsung, Emmanuel Macron, and South Korea's president to cast Mistral as Europe's answer to compute dependency.

    Sep 8, 20266 min read

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