From Chatbots to Weapons: The High-Stakes Gamble of Dual-Use Generative AI

Weak commercial monetization of generative AI creates an incentive for companies and VCs to pursue the growing defense tech market. The result is dual-use generative AI hidden across investor portfolios in public and private markets. Anthropic’s fallout with the Pentagon reveals the financial and societal risks of attempting to adapt generative AI for dual-use without the appropriate forethought. To assess the extent of their exposure, investors should seek greater disclosure from portfolio companies and fund managers around governance, contract terms, responsible design, and lobbying.

Mar 5, 2026

Legal Updates: Europe - October, 2025

Oct 2, 2025

Policy Updates: October, 2025

Oct 2, 2025

Home-Grown Tech Stacks

Governments are reassessing their reliance on foreign tech, with European countries moving away from U.S. tech giants like Microsoft and scrutinizing foreign-controlled AI apps over data privacy concerns. In response, some companies are promoting digital sovereignty through local platforms or negotiating “sovereignty as a service” deals.

Oct 2, 2025

Who’s Liable for AI Harms?

Lawmakers are struggling to define liability for AI-related harms. The EU dropped its efforts to advance the AI Liability Directive. Federal efforts in the US increasingly shield tech companies from accountability, while states are pushing forward with stronger regulations.

Oct 2, 2025

AI is Listening, and it Can’t Keep a Secret

AI companies are increasingly harvesting vast amounts of personal data to fuel model development and personalized services, which raises serious privacy, security, and legal concerns. As generative AI faces technical limits, experts warn that firms may shift to surveillance-based business models, exploiting sensitive user data without meaningful consent or transparency.

Oct 1, 2025