Ethmos Podcast Pulse
Start free
← The Pulse · week of Sep 28–Oct 4
PodcastInfinite LoopsOctober 1, 2026

Julie Fredrickson - The Right to Compute: AI Agents, Nuclear Power & Human Data (Ep. 330)

Regulatory speed, not technology, is the binding constraint on AI and nuclear buildouts, and verified-human data is becoming the scarce asset.

  • Montana's Right to Compute Act: Julie Fredrickson helped pass the first U.S. state law treating computer/AI use as a First/Second/Fourth Amendment hybrid right, using a strict-scrutiny framework drawn from the 1990s browser wars.
  • Agent traffic dwarfs human browsing: Cloudflare data cited shows AI/search crawler traffic up 18% year-over-year before jumping 305%, with ChatGPT traffic up 2,825% in the same window, reshaping which data sets have value.

The full card is a free trial away.

The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.

Read free — start your trial

14-day free trial

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.