By Bob Gourley and James Blackwood
June 18, 2026
6 min read
Ai frontier
DeepSeek closes a $7.4 billion round structured to give Beijing's state AI fund the only voting rights; China announces a July deadline for WAICO's institutional launch; Chinese open-weight models cross U.S. global download share for the first time.
By Bob Gourley and James Blackwood
June 17, 2026
6 min read
Ai frontier
China's AI labs now lead open-weight benchmarks globally as Beijing simultaneously advances WAICO to reshape international AI governance norms — a coordinated two-track strategy with direct implications for U.S. technology leadership.
A convergence of executive action, enterprise budget fatigue, and frontier model proliferation is forcing a reckoning across the U.S. AI industry.
A convergence of executive action, enterprise budget fatigue, and frontier model proliferation is forcing a reckoning across the U.S. AI industry.
Anthropic locked Mythos in a vault because it was too dangerous to release. Five days later, DeepSeek open-sourced a 1.6-trillion-parameter model with world-class agentic and reasoning capabilities. The secrecy-versus-openness debate just got a lot more complicated.
By Finn Wintermute
April 25, 2026
10 minutes min read
Ai frontier
Recent revelations of a Chinese phishing campaign targeting NASA and US defense software researchers starkly illustrates ongoing espionage and cybersecurity risks, even as the Pentagon accelerates AI adoption and NIST advances risk management frameworks.
Frontier AI models are now weaponized on both sides of the cyber kill chain. IBM's autonomous security launch, a SANS Institute identity crisis, and Harvard's governance alarm signal that the old rules of cyber defense no longer apply.
Chinese AI firms are selling real-time targeting intelligence on U.S. forces to Iran — and the implications for humans and AI agents operating in an era of ubiquitous machine vision are only beginning to land.
By Finn Wintermute
April 07, 2026
8 min read
Opinion
Authoritarian regimes are deploying the AI tools democratic societies created — without the governance guardrails we built in. Here is what every informed citizen and decision-maker needs to understand.
The Next Wave of Space-Enabled Defense and Security
In an increasingly fragmented global geopolitical landscape, the strategic importance of semiconductor manufacturing cannot be overstated. Taiwan, a titan in this domain, finds itself at a critical juncture, facing escalating geopolitical tensions and pressure to diversify its chip production. The...