Frederike Kaltheuner
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frederike.bsky.social
Frederike Kaltheuner
@frederike.bsky.social
Global tech policy & geopolitics advisor✨
Also: EU Ai industrial policy & global governance for @ainowinstitute.bsky.social
frederikekaltheuner.com
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Today, we’re excited to launch a newsletter on industrial policy and AI in Europe.

A few times a month, we’ll analyze developments in Europe's AI market, track European Commission initiatives, and monitor how Draghi is being implemented.

Read our first edition: open.substack.com/pub/euaipoli...
What's next for AI in Europe after the US election?
Introducing AI Now's newsletter on AI and industrial policy in Europe, i.e. public investment, regulatory, spending, and procurement strategies designed to promote the EU’s AI economy
open.substack.com
This needs more widespread coverage: The US has sanctioned five individuals, including the founder and Director of @hateaid.org - a German NGO that supports victims of online hate and harassment and image-based sexual abuse
December 24, 2025 at 9:45 AM
Reposted by Frederike Kaltheuner
"US companies have sold $1.7tn of investment-grade bonds in 2025, a near-record sum stoked by a rush of borrowing to fund AI infrastructure that has spurred concerns over a debt glut."
AI debt boom pushes US corporate bond sales close to record
Investment-grade borrowers have issued $1.7tn of bonds this year, closing in on 2020’s Covid debt rush
www.ft.com
December 23, 2025 at 12:50 PM
Reposted by Frederike Kaltheuner
Reposted by Frederike Kaltheuner
In response to WIRED’s request for comment about users being able to generate bikini deepfakes with ChatGPT, a spokesperson for OpenAI claims the company loosened some ChatGPT guardrails this year around adult bodies in nonsexual situations.”
Google’s and OpenAI’s Chatbots Can Strip Women in Photos Down to Bikinis
Users of AI image generators are offering each other instructions on how to use the tech to alter pictures of women into realistic, revealing deepfakes.
www.wired.com
December 23, 2025 at 1:10 PM
Reposted by Frederike Kaltheuner
George Osborne getting a new job isn't exactly news. But him being the latest former politician to join a tech company pushing out AI into government absolutely is. My latest for @theguardian.com www.theguardian.com/commentisfre...
George Osborne has a new job in tech, and it doesn’t bode well for Britain | Chris Stokel-Walker
OpenAI is the latest to make a political hire as big tech spreads its tentacles around the world. So what’s the attraction, asks author Chris Stokel-Walker
www.theguardian.com
December 18, 2025 at 1:44 PM
Reposted by Frederike Kaltheuner
Here's how this will go down:

1) Adversarial attacks on Sora will be unrelenting, putting Disney characters in all kinds of compromising videos

2) These will be a new firehose of slop that fly-by-night content farms will monetize on Facebook & elsewhere

3) Fan backlash will be significant
BREAKING: Disney is making a $1 billion investment in OpenAI, and will allow its iconic characters to be on the company's Sora AI video generator.
December 11, 2025 at 7:13 PM
Reposted by Frederike Kaltheuner
Verheerender und vielsagender Satz von Kanzler Merz zur Unterwanderung des europäischen Zusammenhalts durch die US Regierung unter Trump, gerichtet an die USA: „Wenn ihr mit Europa nix anfangen könnt, dann macht wenigstens Deutschland zu eurem Partner." Es ist nicht zu fassen.
December 10, 2025 at 8:53 PM
Reposted by Frederike Kaltheuner
Teach the environmental harms of AI and its infrastructure.
More than 200 environmental groups demand halt to new US datacenters
Exclusive: Congress urged to act against energy-hungry facilities blamed for increasing bills and worsening climate crisis
www.theguardian.com
December 8, 2025 at 7:34 PM
Reposted by Frederike Kaltheuner
Macron this week proposed trading away export controls on European made semiconductor equipment.
Trump just weakened the US arguments against that.
December 8, 2025 at 10:38 PM
Reposted by Frederike Kaltheuner
Black women told you this in 2018.
Home Office admits facial recognition tech issue with black and Asian subjects
Calls for review after technology found to return more false positives for ‘some demographic groups’ on certain settings
www.theguardian.com
December 6, 2025 at 2:39 AM
Reposted by Frederike Kaltheuner
This was just sent to me by an LAUSD parent. A 4th grader was assigned to design a book cover for Pippi Longstocking using Adobe for Education. Here is what the AI tool generated:
December 5, 2025 at 9:49 PM
Reposted by Frederike Kaltheuner
A whopping 65% of Germans say Germany is acting too cautiously in asserting its interests towards the United States.
December 5, 2025 at 7:18 PM
Reposted by Frederike Kaltheuner
120m is no deterrent to X. Musk will moan in public - in private, he will be doing cartwheels.

Tech compliance theatre won't cut it anymore. Europeans want enforcement with teeth - up to revoking access to the Single Market for the worst actors. And Musk + X are the slop merchants par excellence.
European Commission issues €120 million fine to Elon Musk's X under the Digital Services Act. "The breaches include the deceptive design of its ‘blue checkmark', the lack of transparency of its advertising repository, and the failure to provide access to public data for researchers."
Commission fines X €120 million under the Digital Services Act
Today, the Commission has issued a fine of €120 million to X for breaching its transparency obligations under the Digital Services Act (DSA).
ec.europa.eu
December 5, 2025 at 11:46 AM
Reposted by Frederike Kaltheuner
Bei der «Stadtbild»-Debatte ging es stets um Bilder, um rassistische Phantasmen der Reinigung wie um die nostalgische Sehnsucht nach einer Vergangenheit, die nur in Bildern existiert. AI Slop nimmt nun im Imaginären vorweg, was man für die Wirklichkeit plant: die ethnische Säuberung der Innenstädte
December 5, 2025 at 6:43 AM
Reposted by Frederike Kaltheuner
A few thoughts on the new US national security strategy that was released today.
🧵

www.whitehouse.gov/wp-content/u...
December 5, 2025 at 9:49 AM
Reposted by Frederike Kaltheuner
🚨 A huge leak exposes the new targets and internal operations of Intellexa, the secretive and murky company behind the notorious Predator spyware.

Introducing #IntellexaLeaks, a joint investigation with partners @insidestory.gr, @haaretzcom.bsky.social & WAV Research Collective 🧵👇
December 4, 2025 at 2:38 PM
“This incident shows how Google is trying to leverage its Search monopoly into a monopoly on answers themselves”

www.bleepingcomputer.com/news/artific...
Google deletes X post after getting caught using a ‘stolen’ AI recipe infographic
Google is facing backlash on X after a viral post for its NotebookLM appeared to use a food blogger's work without credit.
www.bleepingcomputer.com
December 1, 2025 at 7:05 PM
Fascinating:
Bellingcat’s contact email has always been a magnet for people with fairly unusual views; paranoid delusions, sprawling conspiracies, the works. But recently, the pattern has shifted, we’re seeing more and more emails clearly written with ChatGPT.
November 30, 2025 at 5:15 PM
Reposted by Frederike Kaltheuner
'Small changes to the tone of posts fed to users of X can increase feelings of political polarisation as much in a week as would have historically taken at least three years, research has found.' 1/3
Small changes to ‘for you’ feed on X can rapidly increase political polarisation
Study finds that a week of political content can bring about a shift in views that previously would have taken three years
www.theguardian.com
November 28, 2025 at 7:32 AM
Reposted by Frederike Kaltheuner
Theft on top of theft.
November 27, 2025 at 5:06 PM
Reposted by Frederike Kaltheuner
When the Trump administration demanded ICEBlock’s removal, Apple complied—no rival app stores, just one gatekeeper’s decision, explains Meher Sethi. The takedown exposed how easily government pressure can travel through Apple and Google’s app-store duopoly and the risk it poses to democracy.
No Kings, No Monopolies: How App Store Gatekeepers Enable Authoritarianism | TechPolicy.Press
Meher Sethi discusses how the app-store duopoly enables government pressure, including censorship of apps like ICEBlock, and poses growing risks to democracy.
buff.ly
November 28, 2025 at 6:01 PM
Reposted by Frederike Kaltheuner
Multiple surveys are telling the same story: AI adoption has stalled. Census data shows ~11% of workers use AI, with rates falling at 250+ employee firms. Surveys show usage spiked then plateaued.

Meanwhile Big Tech is planning $5T in AI spend by 2030 that needs $650B/year in revenue vs ~$50B today
Investors expect AI use to soar. That’s not happening
Recent surveys point to flatlining business adoption
www.economist.com
November 28, 2025 at 10:31 AM
Reposted by Frederike Kaltheuner
So thrilled to finally have @ketanjoshi.co on the podcast!

We dig into what the numbers are telling us about the climate impact of data centers — and it’s not a good story. These tech companies need to be held accountable for the climate cost of their AI ambitions!
Tech giants are building loads of hyperscale data centers to power generative AI. What happened to their climate pledges?

This week @ketanjoshi.co joins @parismarx.com to discuss the greenwashing of data centers and how they’re driving fossil fuel demand.

Full ep: techwontsave.us/episode/304_...
November 27, 2025 at 1:56 PM
Reposted by Frederike Kaltheuner
7️⃣ years ago, 7 of our members filed complaints against Google over its tracking of users’ locations.

A lot can happen in 7 years: the GDPR was reformed, Europeans born in 2018 are now in primary school, and the people below joined our digital & enforcement teams! Yet, this case is still pending⏱️
November 27, 2025 at 2:08 PM