Notes from the field.
Bertrand's newsletter on AI infrastructure, policy, and industry shifts.
02AI FOR ALL. Faces for Washington.
Ottawa wants the slogan. Washington gets the data. Paris gets the photo op. Quebec gets the legal exposure.
03Your Money, Their Rules: A Global Reckoning With the CBDC Era
I've spent years building in tech. I understand blockchain. I believe money will be predominantly digital. I genuinely see the engineering elegance in central…
04The War for Atoms: AI Stopped Being a Software Race
For three years, the AI race was a contest of cleverness. Whose model scored higher. Whose chatbot felt more human. Whose demo went viral on a Tuesday.
05Apple’s C-22 Warning Is a Capital Flight Memo
Apple’s statement on Bill C-22 should be read less as a privacy objection and more as a market signal: Canada is drifting toward a policy regime that raises…
06The JOMO Economy: When People Stop Giving a Shit About Your Urgency
We built a culture on FOMO.
07Physical AI: The Machine Finally Meets the Mess of Reality
For three years, the world lost its mind over tokens. Text in, text out. Image in, image out. Entire industries restructured themselves around a technology…
08China Just Made AI Layoffs Illegal — And the Rest of the World Is Still Asleep at the Wheel
Let's not bury the lede. A court in Hangzhou — ground zero for China's AI boom, the city that birthed Alibaba and hosts more AI startups per square kilometer…
09The $134 Billion Bet on Who Owns the Future of AI
In 2015, Elon Musk co-founded OpenAI with one explicit promise baked into its DNA: this will never be a for-profit company. He wrote the checks — $38 million…
10The Compliance Problem Nobody Is Talking About: Your AI Is Lying to Your Executives
MIT just proved it mathematically. The implications for enterprise decision-making are worse than anyone in the C-suite wants to admit.
11The Great AI Layoff Scam: Part II — The Robots Aren't Working Either
A follow-up to the piece that reached 8,001 impressions and 5,956 real humans
12The Great AI Layoff Scam: Companies Are Firing Real People for Hypothetical Robots
Something deeply perverse is happening in the tech industry right now. Corporations are destroying tens of thousands of careers — not because their businesses…
13Inside the Dark Web’s AI Factory: Cybercrime-as-a-Service for the Price of Netflix
While VCs argued about foundation models and safety boards, the dark web quietly did what it always does: turn new tech into revenue. Over the past two years,…
14China Just Built the Spine of the Quantum Internet. The West Is Still Drawing the Blueprint.
In February 2026, Pan Jianwei's team at the University of Science and Technology of China published simultaneously in Nature and Science: Device-Independent…
15The Quantum Trojan Horse: China Gave Away an OS. It Might Cost Us Everything.
On February 26, 2026, Hefei-based Origin Quantum Computing Technology Co. released Origin Pilot V4.0 — China's first domestically developed quantum computer…
16AI Is Dead: The Future Already Happened
They’ll tell you “AI is the future.” They’ll say it at conferences lit by screens they don’t understand, in tones rehearsed by PR teams that don’t believe it.…
17GC Wallet: Canada’s Secret Digital ID Beta You Probably Missed
While everyone was arguing about housing, carbon taxes, and interest rates, Ottawa quietly pushed a national digital credentials wallet into the app stores:…
18Who Governs the Machines That Govern You?
AI governance is finally going global — not because elites found ethics, but because they found risk. And as usual, “saving the world” mostly means securing…
19Canada Built the AI Brain… Then Outsourced the Mouth
Ask someone to name the most popular AI models and you’ll get the same roll call in 5 seconds: the ones from OpenAI, Google, Meta, etc.
20OpenClaw (formerly Moltbot): the first “actually useful” AI agent… and the fastest way to accidentally hand over your digital life
OpenClaw is the rebrand of a viral open-source agent that was previously called Clawdbot, and the creator says the rename was driven by a trademark request…
21Euria AI: The Swiss Challenger Turning Data Center Heat Into a Competitive Advantage
Swiss cloud provider Infomaniak has quietly launched what may be the most environmentally innovative AI assistant of 2026: Euria. This privacy-first chatbot…
22Your data is the product. Again.
Everyone’s arguing about which model is “best.” Cute.
23The ‘best AI model’ is a lie.
If you’re still asking “Which model is best?”, you’re announcing you don’t ship AI in production.
24Most startups don’t get regulated for fraud. They get regulated for sloppiness.
Most founders think “regulatory risk” means handcuffs and courtroom drama.
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