It’s Monday, December 1st. I’m not a turkey guy, and I’m of the opinion that we’ve all made a terrible habit of subjecting ourselves to the one and only time anyone cooks the damn thing each year. So I hope you had an excellent alternative protein in addition to that one. Ours was the Nobu miso-marinated black cod. Unreal.

Okay, after the food comes the A.I. hangover. This week I’m looking at three fronts where the future of technology just lurched in a very particular direction: politics, geopolitics, and the weird church council that is the A.I. conference circuit.

First, the politics. Trump’s leaked executive order to wipe out state A.I. laws seems to have stalled — not because he’s suddenly discovered restraint, but maybe because the polling suggests that killing A.I. regulation is radioactive. Instead, the effort is being shoved into Congress via the National Defense Authorization Act, the “must-pass” budget bill where bad ideas go to hide. Pair that with the Federal Trade Commission getting its teeth kicked in by Meta in court, and you can feel the end of the Biden-era regulatory moment and the start of a very different chapter: a government that treats Big Tech less as something to govern and more as something to protect.

Second, the geopolitics. TSMC’s CEO is now openly talking about expanding chip manufacturing outside Taiwan. That sounds like a business strategy, but it’s really a tectonic shift. For years, America’s commitment to Taiwan has been tied directly to that island’s role as our chip lifeline. If TSMC starts building more of that capacity in Arizona and elsewhere, the risk calculus around a Chinese move on Taiwan changes — and so does the fragility of the supply chain that A.I. sits on top of.

Finally, the quiet councils of the faithful: AWS re:Invent and NeurIPS. Amazon is under pressure to prove that all this spending on compute actually makes money. NeurIPS, meanwhile, is where the people who build the models go to decide what counts as progress: more efficient inference, new architectures, new “alignment” tricks. A single talk or paper at that conference can set the tone for years of insanely expensive work. So between Trump’s maneuvers, the FTC’s loss, TSMC’s hedging, and the A.I. priesthood gathering in one place, the past week and this one are a pretty good snapshot of who really steers the current we’re all in.