Episode Details

🚀 Welcome to a Special Deep Dive on AI Unraveled.

The vision of a singular, borderless internet is dead. We have entered the era of Digital Feudalism. In this episode, we dissect the "Splinternet"—a world where your physical location determines which AI models you can access, which chips you can buy, and which laws you must obey.

We break down the new "Silicon Cold War" between the US and China, the devastating economic impact of the "Zhipu Effect" on Western SaaS pricing, and the new survival strategy for multinationals: Geopatriation.

Strategic Pillars & Key Topics:

🌍 The Death of the Global Commons

• The Bifurcation: Why the web has split into a "Western Web" (US/EU) and an "Eastern Web" (China/Belt & Road), with the "Global South" forced to pick sides.
• The "Clean Network": How the US is banning Chinese LLMs for federal contractors, while US states ban DeepSeek on government devices.

⚔️ The Silicon Cold War

• Tariff Brinkmanship: The Trump administration’s blanket 25% tariff on advanced chips and the chaotic "on-again, off-again" export controls on Nvidia.
• The Boomerang Effect: How China’s retaliatory blockade of the Nvidia H200 is forcing a "strategic decoupling" that is inadvertently making Chinese AI leaner and more efficient.

📉 The "Zhipu Effect"

• The Race to the Bottom: How Chinese labs like Zhipu AI and DeepSeek are driving inference costs down by 90% (e.g., $0.27 per million tokens vs. OpenAI's $2.50), threatening the high-margin business models of Silicon Valley.
• Commodity vs. Sovereign: The market is splitting into "Commodity AI" (cheap/Chinese) and "Premium AI" (trusted/Western).

🛡️ The Content Fortress & Compliance

• Deepfake Crackdown: How Grok’s lack of guardrails triggered the UK’s Online Safety Act and EU infringement proceedings, effectively criminalizing platform neutrality.
• Data Sovereignty: The failure of Canada’s Bill C-27 and the rise of "hard localization" laws like Quebec’s Law 25.

🏗️ The New Architecture: Geopatriation

• The AI Gateway: The new essential infrastructure that routes prompts based on user location (e.g., EU users to Mistral, US users to GPT-5) to navigate the compliance minefield.

Keywords

Sovereign AI, Splinternet, Zhipu Effect, Geopatriation, Silicon Cold War, Nvidia H200 Ban, Digital Feudalism, AI Gateway, Data Residency, DeepSeek, Bill C-27, Quebec Law 25, DjamgaMind

Credits: This podcast is created and produced by Etienne Noumen, Senior Software Engineer and passionate Soccer dad from Canada.

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