Skip to content
Some content is members-only. Sign in to access.

Regulation, Risk & Policy

Deeper, investor-focused analysis of antitrust actions, app store disputes, privacy regulations, content moderation, and geopolitical risks shaping Alphabet’s strategic options and valuation over the medium to long term.

Australia’s Social Media Ban: Why 85% of Teens Still Use YouTube

By KAPUALabs
/
Australia’s Social Media Ban: Why 85% of Teens Still Use YouTube

Autonomous Systems: The New Bessemer Process for the 21st Century

By KAPUALabs
/
Autonomous Systems: The New Bessemer Process for the 21st Century

Alphabet's Regulatory Thicket: Privacy, AI, Trade, and Labor Law

By KAPUALabs
/
Alphabet's Regulatory Thicket: Privacy, AI, Trade, and Labor Law

GPU Failures and Cyber Attacks: The Infrastructure Risk Alphabet Must Master

By KAPUALabs
/
GPU Failures and Cyber Attacks: The Infrastructure Risk Alphabet Must Master

AI Cybersecurity Governance: A Federalist Framework for Investors

By KAPUALabs
/
AI Cybersecurity Governance: A Federalist Framework for Investors

Alphabet's AI Future: Bullish on Workflow, Bearish on Infrastructure

By KAPUALabs
/
Alphabet's AI Future: Bullish on Workflow, Bearish on Infrastructure

The Data Center Revolt: Grassroots Resistance Reshapes Digital Infrastructure

By KAPUALabs
/
The Data Center Revolt: Grassroots Resistance Reshapes Digital Infrastructure

The Vulnerability Deluge and Google's Social Contract Crisis

By KAPUALabs
/
The Vulnerability Deluge and Google's Social Contract Crisis

Can US Privacy Laws Ever Be Universal? The Case for a Categorical Imperative

By KAPUALabs
/
Can US Privacy Laws Ever Be Universal? The Case for a Categorical Imperative

Water: The Next Electricity for AI Infrastructure

By KAPUALabs
/
Water: The Next Electricity for AI Infrastructure

Waymo's Recall and Expansion: A Strategic Duality

By KAPUALabs
/
Waymo's Recall and Expansion: A Strategic Duality

The Cryptographic Commerce Revolution: Securing Alphabet’s Future in a Post-Quantum World

By KAPUALabs
/
The Cryptographic Commerce Revolution: Securing Alphabet’s Future in a Post-Quantum World