Bill Friend

In Part 1, we mapped a market that had quietly stopped behaving like a leisure market. The volume curve flattened. The size curve climbed. Fraser’s order book filled with custom 60–80-meter projects, average buyer ages dropped a decade, and Dutch yards became the single most important node in the global supply chain. We ended with … Read more

Selective Justice, American Power, and the Erosion of the Rule of Law The issue is not whether Raúl Castro is innocent. It is not whether Nicolás Maduro deserves sympathy. It is not whether hostile foreign leaders should be shielded from accountability because they hold power, command armies, or wrap themselves in sovereignty. The issue is … Read more

Welcome aboard. We’ve got a long, strange trip ahead. We’ll be diving deep into the realm of the superyachts, but before we set sail, we need to familiarize ourselves with the vessel and the conditions. What is a “yacht” in 2026? And why has the industry exploded? From Yacht to Gigayacht A yacht is traditionally … Read more

AI, geography, and the exposed infrastructure of the new intelligence age Part 5 examined the return of borders. It established that when shared protection fails, states retreat into sovereign stacks, data localization mandates, and competing compute blocs. That essay was about control. This one is about entanglement. Because even as borders harden, the infrastructure beneath … Read more

AI, geography, and the exposed infrastructure of the new intelligence age Part 4 examined the protection gap and established that commercial AI infrastructure has outpaced the legal, military, and diplomatic frameworks needed to defend it. That essay was about doctrine. This one is about borders. When shared protection fails, states retreat into national control. The … Read more

AI, Web Development, and the Path to Inclusive Innovation I’ve had something on my mind lately. Pull up a chair. Introduction: Two Worlds, One Divide The digital revolution has given rise to two of the most exciting and transformative fields of our time: web development and artificial intelligence (AI). Both areas have dramatically changed industries, … Read more

Public Contribution Notice: This framework was conceived and shared in 2026 as open advice to the AI safety community. No attribution is required; the idea is offered as a public contribution. Feedback and adaptation are welcome. Executive Summary The rapid advancement of artificial intelligence has outpaced our ability to ensure the integrity of its training … Read more

The emerging debate over the so-called “Compute Mirage,” also described as the “LLM Mirage,” highlights a critical concern: the amount of compute used to train frontier large language models (LLMs) has become an overly convenient, yet potentially misleading, proxy for assessing AI security risk. The appeal of this metric is understandable; compute is quantifiable, easily … Read more

Voicing my suspicions about what India is actually building Why I keep returning to this For months I have had the same nagging feeling whenever I read another headline about India. The headlines come in fragments: a port here, a chip subsidy there, a sovereign language model, a cable inaugurated, a summit convened. Each piece … Read more

AI, geography, and the exposed infrastructure of the new intelligence age Part 3 examined compute as critical infrastructure. It established that AI workloads have crossed the threshold from commercial service to public-risk utility. That essay was about continuity. This one is about doctrine. Because once infrastructure is critical, its protection requires rules, not just redundancy. … Read more

AI, geography, and the exposed infrastructure of the new intelligence age Part 2 examined the chokepoints. It established that AI capacity concentrates through narrow physical, logistical, and legal funnels that convert geography into leverage. That essay was about bottlenecks. This one is about systemic risk. Because once those bottlenecks tighten, the infrastructure they feed ceases … Read more

Acknowledging the people behind the AI curtain Artificial intelligence is usually sold as a miracle of software. It is cleaner than that, shinier than that, and more comfortable than that. But behind the polished interface is a global workforce of people who label, rank, sort, filter, clean, moderate, and evaluate the material that makes modern … Read more