Alexis Serfaty

Managing Director @ASG | former @EurasiaGroup @USDOT @FP4America @sciencespo @williamandmary @MaretAlumni | Opinions = my own

[Alexis Serfaty @AlexisSerfaty]

Huge thanks to @MoCoMDLWV for having me on LIVE last night. I think we came out of this timely conversation with some (guarded) optimism. Thanks for the great questions from @MontgomeryCoMD voters and #AI watchers!

[The League of Women Voters of Montgomery County MD @MoCoMDLWV]

Tonight is the night! Join us by registering now: https://t.co/IuNqjHIskp

Our presenters are ready to tackle this complex topic. Bring your thoughtful questions for the Q&A. You can also watch #Live at: https://t.co/QWt9Id8H1S

@AlexisSerfaty @777vote #ArtificialIntelligence

[Alexis Serfaty @AlexisSerfaty]

@POTUS has launched a global partnership to promote secure 6G wireless networks. I've published a new essay with the @cepa that discusses the battle for 6G and the lessons learned from the ongoing 5G contest: https://t.co/rNvtPEDz2n

[CEPA @cepa]

China Won the 5G Battle. Will it win the 6G War? | "US pressure failed to stop Huawei from dominating global 5G telephone networks. It could do better with the next generation." @AlexisSerfaty
https://t.co/exp35E1EJV

[Alexis Serfaty @AlexisSerfaty]

Saudi Arabia’s New Digital Economy: The Kingdom Makes Strides in Data Monetization, Cybersecurity, and AI Policy - DGA: https://t.co/wjLtY8xUzZ

[Alexis Serfaty @AlexisSerfaty]

@ShamsCharania @BillSimmons this is (value-wise) worse than the Luka for AD trade (?) Unless I'm missing some other piece going back to Boston...

[Alexis Serfaty @AlexisSerfaty]

@nickbateman33 But like 3 years ago...Bub is 20 y/o. Dani is awesome but didn't fit the Wizards timeline...

[Alexis Serfaty @AlexisSerfaty]

If you needed yet another signal that AI infrastructure and supply chains are being treated as core elements of bilateral economic and security policy:
US-UAE AI working group's first meeting 'deepens alignment' https://t.co/YfDMt74hef

[UAE Embassy US @UAEEmbassyUS]

First meeting of the U.S.-UAE AI Working Group: ✅

1️⃣ Chip agreements ironclad
2️⃣ $1.4T investment commitment reaffirmed
3️⃣ @G42ai's security & governance safeguards recognized as gold standard

🇦🇪🇺🇸 Working together to build the future of AI.

🔗https://t.co/5JDGbRIt1R

[Alexis Serfaty @AlexisSerfaty]

@BillSimmons They gave up basically nothing to get him...why not make that move if you can?

[Alexis Serfaty @AlexisSerfaty]

Look for these investments to pick up once the White House and interagency have worked out the conditions for advanced compute hardware to flow to projects in the UAE and Saudi Arabia, and U.S. policymakers have worked out how to manage and message around SWF investments.

[Alexis Serfaty @AlexisSerfaty]

Gulf-based funds will continue to look to U.S. markets this year as the premier destination for growth opportunities across the #technology stack. 
https://t.co/JUTFoej3FS

[Light Reading @Light_Reading]

Talk of a 6G race is ridiculed by some Western commentators, but China's operators are investing in 5G technologies that are unimaginable elsewhere.

Read more on Light Reading: https://t.co/C3GNOg2uW2

[Alexis Serfaty @AlexisSerfaty]

Long-term: Watch this space b/c Ellison is reportedly preparing a bid for WBD, which includes CNN.
Short-term: beneficial for US politics by expanding the conservative news ecosystem beyond Fox?
Paramount Buys The Free Press:
https://t.co/zmbA7cHIhG

[Alexis Serfaty @AlexisSerfaty]

This shift demands new thinking: network resilience is no longer just a technical issue but a national security imperative requiring public-private partnerships, financing reform, and innovation that aligns with national interests.

[Alexis Serfaty @AlexisSerfaty]

The @EurasiaGroup #telecom working group meetings make it clear that geopolitical competition is transforming #telecommunications from a commercial sector into a strategic domain.

China Is Still Winning the Battle for 5G—and 6G https://t.co/XPq4Ev2fGQ via @ForeignAffairs

[Alexis Serfaty @AlexisSerfaty]

Also, and btw, shielding tech companies abroad and pursuing deregulation at home is not entirely at odds with this antitrust approach. Going after the EU’s Digital Services Act has more to do with concerns about letting foreign governments dictate the terms for American companies

[Alexis Serfaty @AlexisSerfaty]

JD Vance and Gail Slater are among the administration's leading #Tech antitrust policy supporters. Even if new antitrust actions against tech are unlikely, the administration will be content to see existing cases through.
https://t.co/9WExtwpfRu via @techcrunch

[Alexis Serfaty @AlexisSerfaty]

JD Vance and Gail Slater are among the administration's leading #Tech antitrust policy supporters. Even if new antitrust actions against tech are unlikely, the administration will be content to see existing cases through.
https://t.co/9WExtwpfRu via @techcrunch

[Alexis Serfaty @AlexisSerfaty]

Chinese tech firms remain keen on Nvidia's AI chips, want reassurance that their orders of H20s are being processed, and are closely monitoring Nvidia's plans for the more powerful B30A:
https://t.co/AB1ux8T9TY

[Alexis Serfaty @AlexisSerfaty]

@andrewgrutt @ringer @doxellis Viola Davis, Doubt.

[Eurasia Group @EurasiaGroup]

Our expert @AlexisSerfaty says there’s potential for the Gulf to supplant the European Union and other regions as a leader in AI.

Alexis joins @AlMonitor to discuss what’s next for US-Gulf tech ties after Trump’s trillion-dollar tour:
https://t.co/Wvmn0mGvan

[Alexis Serfaty @AlexisSerfaty]

Since the Biden administration the US has been engaged with Emirati officials and companies such as G42 to ramp up UAE tech investment in the US, specifically AI infrastructure, semiconductors and energy, according to Eurasia Group’s Serfaty https://t.co/0nf7mXa5M2 via @politico