The funding model for undersea cables has shifted from state-owned telecom consortiums to private investment, and now to big tech. Giants like Google, Meta, Amazon, and Microsoft now fund and own two-thirds of all new cables, giving them unprecedented control over the internet's physical infrastructure.

Companies like Palantir use "data fusion" to merge disparate datasets (health, financial, social) into a single, searchable model of society. This moves beyond surveillance; it creates an operational picture of reality that can be queried like a search engine and potentially manipulated.

Similar to the financial sector, tech companies are increasingly pressured to act as a de facto arm of the government, particularly on issues like censorship. This has led to a power struggle, with some tech leaders now publicly pre-committing to resist future government requests.

While many fear a centralized, Orwellian surveillance state like China's, the West has developed a "corporate panopticon." It's a decentralized network of millions of corporate sensors creating ambient surveillance. We trade our data for convenience, often without understanding the decisions being made about us.

As tech giants like Meta fund critical internet infrastructure, they gain immense leverage over developing nations. These countries face a dilemma: accept the cable and potentially cede control over citizen data, or refuse and risk being left behind in the global digital economy.

The next era of global power will be defined by tech "continents" like Google, Meta, and Amazon, not geographic nations. These entities are so vast they are beginning to take on state-like functions in security, education, and governance, requiring new paradigms to manage them.

The relationship between governments and AI labs is analogous to European powers and chartered firms like the British East India Company, which wielded immense, semi-sovereign power. This private company raised its own army and conquered India, highlighting how today's private tech firms shape new frontiers with opaque power.

Major AI companies are described as modern 'empires' that operate by claiming resources not their own (data, IP), exploiting a global workforce, controlling knowledge production, and justifying their dominance with a 'good vs. evil' narrative.

Meredith Whittaker argues the biggest AI threat is not a sci-fi apocalypse, but the consolidation of power. AI's core requirements—massive data, computing infrastructure, and distribution channels—are controlled by a handful of established tech giants, further entrenching their dominance.