Monday 22 June, 2026

Through a glass, brightly A window in a lovely old Yorkshire hotel Quote of the Day ”The markets are moved by animal spirits, and not by reason.” John Maynard Keynes C.f. the current AI ‘investment’ bubble Musical alternative to the morning’s radio news Abdullah Ibrahim | Bra Timing From Phomolong Link Long Read of the Day Sovereign AI is really hard to achieve This is a really sobering read from Anton Leicht on what Europe would need to do to achieve AI sovereignty. It was prompted by the fact that the U.S. government shut down Anthropic’s Fable 5, currently the leading frontier AI model. The decision was motivated ostensibly by domestic cybersecurity reasons, but the effects on U.S. allies — fear, disorientation, alienation — were not only not the goal, but weren’t even seriously considered. But what it means is that in 2026’s AI policy, the rest of the world is so powerless that it can be cut off from frontier AI as mere collateral damage of domestic U.S. policy. These days, if you…