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Geopolitics
The Equipment Chokehold: ASML and the end of the allied exemption
A Dutch lithography company in a small town called Veldhoven has become the single most important instrument of American economic statecraft — and the…
May 7
•
Amer Altaf
1
48:25
DeepSeek V4 and the death of two monopolies
Two monopolies died on 24 April: NVIDIA's grip on launch-day silicon, and the assumption that frontier-like performance was worth the closed-source…
May 6
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Amer Altaf
2
2
The equipment chokehold: ASML, the MATCH Act, and the end of the allied exemption
A Dutch company in Veldhoven has become the most important instrument of American economic statecraft — and the free market that built it has nothing to…
May 1
•
Amer Altaf
1
5
Four chokepoints: inside the fortnight that made European technology sovereignty unavoidable
From the Strait of Hormuz to ASML in Eindhoven, four supply chains failed in fourteen days and the board papers being written this month still treat it…
Apr 15
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Amer Altaf
3
2
Anthropic Built a Model Too Dangerous to Release. Then It Gave It to 12 American Companies.
Yesterday, Anthropic announced Project Glasswing — a cybersecurity coalition built around Claude Mythos Preview, a frontier AI model so proficient at…
Apr 9
•
Amer Altaf
1
1
26:11
Anthropic just said its new AI model is too dangerous to release. Then it gave it to 12 American companies.
Project Glasswing, Claude Mythos Preview, and what it means when the best cyber defence on earth is controlled by a single country's tech ecosystem.
Apr 9
•
Amer Altaf
20
1
6
Compute Is Now Sovereign
US-Taiwan, Singapore, and Nvidia's stalled deal reveal compute as geopolitical battleground. Where does UK stand?
Feb 3
•
Amer Altaf
5
3
Europe's 80/20 Gamble: Airbus Bets €50 Million on Escaping American Cloud Control
Europe's aerospace giant bets €50 million it can escape US cloud jurisdiction – but admits only 80% confidence a European alternative exists. What this…
Jan 2
•
Amer Altaf
3
3
Europe’s Sovereignty Test
Europe cannot see its own territory from space without American help. The Kongsberg-Helsing satellite alliance and €35bn German investment represent the…
Dec 17, 2025
•
Amer Altaf
1
1
Phantom Taurus: Inside China’s Stealth Cyber-Spy Empire
A new kind of espionage is rewriting the rules of digital warfare — and it’s happening in plain sight.
Oct 7, 2025
•
Amer Altaf
1
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