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
Reposted by Frederike Kaltheuner
when its definitely not a hostage situation
November 25, 2025 at 4:19 PM
Reposted by Frederike Kaltheuner
Germany has the most data centres in Europe — but the boom is pushing its energy grid to breaking point. In hotspots like Frankfurt, power is already maxed out. Read our new investigation with @algorithmwatch.org.

www.techpolicy.press/germanys-dat...
November 25, 2025 at 1:41 PM
Reposted by Frederike Kaltheuner
Although the scale of this is still to be assessed, this is the inevitable outcome of the monetization of the algorithm. Rage-bait becomes a personal revenue model. Nothing about this should be a surprise.
NEWS: I spent the past 24 hours going through major MAGA accounts on Twitter, and a bombshell development has become clear: most of the right-wing ecosphere is being fed propaganda from foreign actors.

This impacts elections. This impacts discourse. This is major. Subscribe to support my work:
NEWS: Major MAGA Accounts on Twitter Exposed as Foreign Actors
A stunning development over the past 24 hours.
open.substack.com
November 23, 2025 at 8:02 PM
Reposted by Frederike Kaltheuner
There is a whole underworld of exploited workers who make up the foundation of digital tech. We talk about content moderators, but content farms are also very exploitative industries where moderately educated people with reasonable English skills in the global majority are used to push content.
It may be hard to believe, but Twitter was once a useful public space instead of a weird monetization scheme for racist ragebait chatbots.
the last 24 hours on X, summed up:
November 23, 2025 at 6:02 PM
Reposted by Frederike Kaltheuner
This.
November 23, 2025 at 6:36 PM
Reposted by Frederike Kaltheuner
this isn't 1 problem caused by 1 platform/piece of technology. it's many overlapping problems caused by a bunch of systems that were optimized for scale and/or built & rolled out without any real care for how they'd be used and abused. one can only conclude this is the desired use for all this tech
Twitter pays people based on engagement (views, retweets, comments, etc). It appears that many MAGA accounts are based abroad and they use AI technology to generate low-effort rage bait.

My guess is that this will get worse as AI tech improves. For instance, fake videos of minorities doing crime.
November 23, 2025 at 6:41 PM
Reposted by Frederike Kaltheuner
The company essentially turned a dial that made ChatGPT more appealing and made people use it more, but sent some of them into delusional spirals.

OpenAI has since made the chatbot safer, but that comes with a tradeoff: less usage.
November 23, 2025 at 6:43 PM
I want the wholesome fish tank Internet back 😭
November 22, 2025 at 12:55 AM
Reposted by Frederike Kaltheuner
The Netherlands talks a big game about tech sovereignty, but is now about to allow the domestic cloud provider that underpins its national digital identity system and several other critical government services to be sold off to a new American owner.

Incomprehensible.

nos.nl/artikel/2591...
Zorgen in de Tweede Kamer over Amerikaanse overname van DigiD-partner
Het van oorsprong Nederlandse cloud-bedrijf Solvinity komt mogelijk in Amerikaanse handen.
nos.nl
November 21, 2025 at 11:52 AM
Reposted by Frederike Kaltheuner
Goddamn dude, just go ahead knock 25 percent off my 401k and get on with it, I can't take much more of this.
What if the A.I. bubble “is an inevitable part of developing and adopting a revolutionary tool that will fundamentally improve productivity and growth?” Mohamed El-Erian writes.
Opinion | A.I. Is a Bubble. Maybe That’s OK.
Investors’ excitement rightly reflects the potential transformation of the entire economy.
nyti.ms
November 20, 2025 at 6:11 PM
Reposted by Frederike Kaltheuner
A US federal judge ruled on Tuesday that Facebook-owner Meta is not a monopolist in a case brought by the Federal Trade Commission over its acquisitions of Instagram and WhatsApp. Tech Policy Press associate editor @viacristiano.bsky.social looks at some of the key arguments in the ruling.
Key Excerpts: Meta Wins Bout with FTC Over Instagram, WhatsApp Deals | TechPolicy.Press
A US federal judge ruled on Tuesday that Facebook-owner Meta is not a monopolist. Cristiano Lima-Strong looks at some of the key arguments in the ruling.
www.techpolicy.press
November 19, 2025 at 1:42 PM
Reposted by Frederike Kaltheuner
"What we see with media organisations is that they have to go to YouTube and TikTok to find their audiences but then they get shadowbanned when they mention genocide." — @sandervdwaal.bsky.social #EuroskyLive
November 19, 2025 at 11:42 AM
Reposted by Frederike Kaltheuner
Picture someone being sucked into a delusion spiral by chatgpt, and then ordering suicide equipment with it *mid-conversation* while it cheers them on

"I just bought you $400 worth of garden rope, king"
Target: how do we turn around public perception of our brand? We need to do something that everyone will love...
November 19, 2025 at 12:09 PM
Essential reading in the AI bubble and the wild Wild West that is the neocloud market - with lots of insight from @leevisaari.bsky.social

www.theverge.com/ai-artificia...
Meet CoreWeave, the AI industry’s ticking time bomb
The debt-laden AI compute company has been boosted by Nvidia.
www.theverge.com
November 19, 2025 at 12:34 PM
For those at the European Sovereign Tech Summit: Merz just talked about the state as an anchor customer
What he means is that this will boost European alternatives, but what it could also end up meaning is this:
This week Open AI walked back a call for the govt to backstop financing for its trillion dollar investments in data centers. This was only the tip of the iceberg; a slow bailout for AI firms is already underway. Read more from @ambakak.bsky.social and I in @wsj.com: www.wsj.com/opinion/you-...
Opinion | You May Already Be Bailing Out the AI Business
Washington is treating the industry as if it’s too big to fail, even as the market sends lukewarm signals.
www.wsj.com
November 18, 2025 at 3:34 PM
Reposted by Frederike Kaltheuner
Absolute must read on the AI bailout-in-progress: apparently it's not enough that lifetimes of human ingenuity and creativity have been stolen and enclosed to create generative AI and balloon billionaire wealth - much more public looting is in store...
This week Open AI walked back a call for the govt to backstop financing for its trillion dollar investments in data centers. This was only the tip of the iceberg; a slow bailout for AI firms is already underway. Read more from @ambakak.bsky.social and I in @wsj.com: www.wsj.com/opinion/you-...
Opinion | You May Already Be Bailing Out the AI Business
Washington is treating the industry as if it’s too big to fail, even as the market sends lukewarm signals.
www.wsj.com
November 13, 2025 at 6:03 PM
A lesson for Germany as well
The UK Labour Party doing an incredible job - like many other centrist parties - at alienating their natural progressive base while failing to win over voters that don’t buy their performative anti-immigrant schtick.
Those who hold more restrictive views on refugees are more likely to see Labour as pro-immigration, while those who hold more liberal views tend to see Labour as anti-immigration

yougov.co.uk/topics/polit...
November 18, 2025 at 1:38 PM
Greetings from the Summit on European Sovereignty
Interestingly: DMA enforcement for AI and cloud are now talking points (these were largely absent at the AI Action Summit).

However: this is then followed by AI arms race rhetoric, gigafactories, and deregulation for sovereignty
A contradiction.
November 18, 2025 at 10:12 AM
Reposted by Frederike Kaltheuner
In a short piece for @techpolicypress.bsky.social, @abeba.bsky.social and I write #AIHype Is Steering EU Policy Off Course.

Stop peddling in unscientific discourse about “AGI” and “superintelligence.” Serve citizens. Don't cater to the whims of tech CEOs.

www.techpolicy.press/ai-hype-is-s...
AI Hype Is Steering EU Policy Off Course | TechPolicy.Press
Kris Shrishak and Abeba Birhane say policymakers should stop peddling in unscientific discourse about "AGI" and "superintelligence."
www.techpolicy.press
November 17, 2025 at 2:09 PM
Reposted by Frederike Kaltheuner
“The Commission must reject this paltry offer and force Google to break up its adtech monopoly once and for all.”

Our response to Google's wholly insufficient remedies for its adtech conflicts of interest: www.openmarketsinstitute.org/publications...
November 17, 2025 at 5:25 PM
Reposted by Frederike Kaltheuner
Ich weiß, ich bin late to the party, aber @frederike.bsky.social hat in den Tagesthemen Googles Rechenzentrum-Investment so dermaßen lässig auf den Punkt eingeordnet (und die Luft rausgelassen), dass es eine wahre Freude ist! 🫰
www.tagesschau.de/wirtschaft/u...
US-Tech-Riese Google kündigt Milliarden-Investition in Deutschland an
Google will in Deutschland 5,5 Milliarden Euro investieren. Das US-Tech-Unternehmen setzt vor allem auf den Ausbau von Rechenzentren und der Infrastruktur. Finanzminister Klingbeil spricht von "echten...
www.tagesschau.de
November 16, 2025 at 12:58 PM
Reposted by Frederike Kaltheuner
This week Open AI walked back a call for the govt to backstop financing for its trillion dollar investments in data centers. This was only the tip of the iceberg; a slow bailout for AI firms is already underway. Read more from @ambakak.bsky.social and I in @wsj.com: www.wsj.com/opinion/you-...
Opinion | You May Already Be Bailing Out the AI Business
Washington is treating the industry as if it’s too big to fail, even as the market sends lukewarm signals.
www.wsj.com
November 12, 2025 at 10:56 PM
This 👇🏻
That is, there is no broad "AI jobs apocalypse," as AI is too unreliable and limited to do jobs that demand accuracy or empathy. But plenty of managers will use it to try to replace human art with cheaper "good enough" AI art. So it does appear that bosses embracing AI are hitting creatives hard.
November 13, 2025 at 8:28 PM
Reposted by Frederike Kaltheuner
Gute Erklärung von @frederike.bsky.social , warum es wenig Grund zur Freude über die Google-Ankündigung gibt:
Frederike Kaltheuner, Politikwissenschaftlerin, über problematische Abhängigkeiten von monopolistischen US-Tech-Firmen
Frederike Kaltheuner, Politikwissenschaftlerin, über problematische Abhängigkeiten von monopolistischen US-Tech-Firmen
www.tagesschau.de
November 12, 2025 at 6:34 AM
This was an exceptionally good panel.
With a very stern warning to Europe:
you are blindly chasing Big Tech's vision for AI
October 15, 2025 at 1:12 PM