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Essays from the Moonlabs operating tables. AI-native building, commercial leverage, fundraising, what is actually working on the ground. No hot takes, no link-bait. Just the things we wish someone had handed us two years ago.

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Featured Strategy 8 Jul 2026 · 11 min read

The walls of China are going up: three scenarios for UK AI sovereignty

This week Beijing began fencing its open models. Washington fenced its closed ones weeks ago. Most people are reading this as a trade story. It is an arms-control story.

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Strategy · 27 Jun 2026

Open weights are the only model they can't ban

A government can switch off an API in ninety minutes. It cannot recall a weight that has already been downloaded to ten thousand servers. After the Fable shutdown, open weights stopped being an ideological choice and became basic business continuity.

Louis O'Connell-Bristow & James Freestone 7 min

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