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regulation

A collection of 3 posts
Forty-Nine Megawatts
ai-infrastructure

Forty-Nine Megawatts

New York just became the first state to pause new hyperscale data centers of 50 megawatts or more. France drew a line at 50 employees and ended up with a nation of firms with 49. What if specifies the architecture we should have been building anyway?
24 Aug 2026 4 min read
The Freeze Function
money

The Freeze Function

The whole stablecoin fight is about reserves and yield and which bank deposits walk out the door. Nobody is pricing the one feature that actually separates a stablecoin dollar from a bank dollar, which is that somebody can freeze it from a console.
03 Aug 2026 4 min read
Three Bridges, Same River
data-sovereignty

Three Bridges, Same River

The Supreme Court just ruled FTC independence unconstitutional, and the EU-US data deal leans on that independence 259 times. Safe Harbor died in 15 years. Privacy Shield died in 4. The third bridge is cracking on its third birthday, and everyone is still pretending the river is mandatory.
13 Jul 2026 4 min read
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