Scale, performance, and industrial organization in AI

Scaling properties have shown time and again to be important to networked communication. Think of the introduction of switches in early telephone exchanges, improvements in time or code division multiplexing in wireless or optical networks, or packet switching on the Internet, all of which impacted the networks’ size, performance, and...

The Narrative: Shifting Search Landscape; Euro Digital Wallet; SEC Crypto Crackdown

February 16, 2023 The search landscape is shifting Search platforms are in fierce competition to integrate large language model-based generative AI in an effort to better understand users’ natural language queries, provide more informative search results, and differentiate in other regards (e.g., accuracy, privacy). Most attention has focused on Microsoft...

The Narrative: Google Antitrust Woes; TikTok & Project Texas; SWIFT for stablecoins?

February 2, 2023 DoJ’s pointless swing at Google adtech On Jan 24, the Justice Department, along with the Attorneys General of eight states, filed a civil antitrust suit against Google for monopolizing multiple digital advertising technology products, including its ad publisher, exchange, and advertiser network platforms. The complaint is the...

The Narrative: TikTok threat debunked; search disrupted; digital currency problematized

January 16, 2022 IGP paper on TikTok makes waves On January 9 IGP released a threat analysis of TikTok that debunked claims that the popular short video app is a national security threat. Until now, the “ban TikTok” debate has never been subjected to critical scrutiny, and no one has...

The Narrative: EU-US data flows; Twitter’s descent; Tiktok Extinction Event; AI-Attribution; e-Rupee

December 15, 2022 US-EU Data Privacy Framework Moves Forward The European Commission published a “draft adequacy decision,” about the EU-US Data Privacy Framework. In a largely unheralded but highly consequential decision, the US committed itself to privacy protections for European citizens in an October Executive Order from the Biden administration....

The Narrative: IGF, PIR, Ophelia, Digital Cold War, and FTX

UN IGF meets in Addis Ababa The UN Internet Governance Forum (IGF) convened this week in Addis Ababa, Ethiopia, using a fully hybrid format. Avoiding Internet fragmentation and digital sovereignty are two of the most popular topics, along with a somewhat contradictory combination of calls for controlling & regulating AI...

The Narrative: Lots of stuff happening!

September 30, 2022 ITU Plenipotentiary Conference The International Telecommunication Union (ITU) is having its Plenipotentiary meeting in Bucharest. These four-year events are always redolent with claims that Russia and China will somehow use the ITU to “take over the internet” (despite the fact that the ITU has no power over...

The Narrative: US in a digital currency race? India withdraws privacy bill; Apple hijacked by Russia?

August 15, 2022 How Not to “Compete with China” In the United States, “competing with China” has become the go-to way to frame domestic policy agendas. The problem is that nearly all of these policies are bad ones (see, for example, the CHIPS Act), that imitate Chinese state capitalism instead...

The Narrative: CHIPS Act passes; China’s new data strategy; Google & 3rd party cookies; India reconsiders data localization

What do you do when the chips are down? Samsung warned that chip demand will weaken if the global economy downturns. Intel also reported disastrous quarterly results this week highlighting operational challenges and managerial missteps. Undeterred, among a wave of governments seeking to build domestic manufacturing capacity, the US Congress...

The Narrative: TikTok Again; Data Localization Fail; Europe Finds Regulatory Nirvana; Digital Advertising Competition

China Hawks Revive Trump’s Tiktok Gambit FCC Commissioner Brendan Carr is trying very hard to revive former President Donald Trump’s TikTok ban. Even as the House January 6 Committee explores the details of a real threat to national security created by the very man who appointed Carr to the FCC...