This week's roundup covers the transition from software regulation to the control of physical compute infrastructure and the intensifying global race for power and land. We synthesize the week's developments regarding Amazon's massive capital expenditures, the growing liquidity risks in AI expansion, and the emerging systemic threats in global sovereign debt.

Read this edition in full at https://www.pers-int.com/macro-geopolitics-ai-blockchain/weekly

0:00 - Introduction 1:24 - The Pivot from Algorithmic Regulation to Physical Infrastructure Control 7:32 - The AI-Driven Capital Expansion and the Looming Liquidity Crunch 14:24 - The Bifurcation of the Global Economy into AI and Non-AI Sectors 19:57 - The Escalating Systemic Risk of French Sovereign Debt 22:47 - Conclusion

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