While we talk about the race in AI being between the US and China, frontier AI being led by the former, and open-source, open-weights AI led by the latter, another big shift has been happening in the background. With rising geopolitical unease, the demand for and investment into dual-use technologies by the rest of the world (some being deployed and tested quickly in active conflict situations as in Ukraine, Russia and Israel) and the recognized need for sovereign AI and a decoupling from dependencies both technology and infrastructure-wise are creating a more securitized and fragmented AI market.
AI leadership of the future will in all likelihood be more multi-polar, with various smaller players carving niches based on their paths and comparative advantages. Some of these economies who have historically received far less investment (and are not on the frontier) may benefit from second-mover advantages, winning on diffusion and application instead.
These shifts may in turn open up a whole new array of risks and opportunities for the players, from AI users and governments to the hyperscalers, and demand a new kind of agility from each. A remarkably clear-eyed research paper by Katja Bego for Chatham House: https://t.co/wz14ffHPlq…
Navigating the future, together.
To our clients and partners: thank you for the trust that defines our journey. We wish you clarity, connection, and brilliant horizons in 2026.
Poor soul has clearly never had a good one. A truly great idli is a cloud, a whisper, a perfect dream of the perfectibility of human civilisation. It's a sublime creation, a delicate, weightless morsel of rice and lentil, steamed to an ethereal fluffiness that melts on the tongue. With the right accompaniments, it is the culinary equivalent of a Beethoven symphony, a Tagore sangeet, a Husain painting, a Tendulkar century. To call such a thing "regret" is to have no soul, no palate, no appreciation for the finest achievements of South Indian culture. I can only feel pity for @Molutty_writes and @SassyDopamine !