New UK cloud oversight majors on the wrong risk - @jen-johnson.bsky.social - www.breakingviews.com/columns/cons...

By conventional measures, SpaceX's rockets, satellites and AI lab don’t add up to anything near its IPO’s ‌targeted $1.75 trillion valuation. Use Breakingviews' new interactive calculator to work out how much value is being ascribed to colonizing Mars and other moonshots: reut.rs/4wJd6VZ

Feel like some light reading on a Friday? I've written a piece on what embattled SaaS groups can learn from Kant and Heidegger. But don't worry, it's really about why AI agents aren't doing your job (yet). www.reuters.com/commentary/b...

Universal's real problem is its shaky growth pitch www.breakingviews.com/columns/cons... @jen-johnson.bsky.social

I am 100% convinced he's making these images himself and I need to know what the prompts are.

Two headlines on the Reuters newswire right now. Hard to know what the market is feeling so optimistic about.

Fellas: if this looks like your idea of a good time, may I suggest checking out a "trading floor".

Prediction markets are supposed to aggregate information, not reward traders with access to non-public knowledge. Here's my piece on how insider trading fears could undermine liquidity, trust and the platforms themselves.

Nothing says "done" like "very complete, pretty much".

Approaching a major international conflict like a Call of Duty campaign.

Tired: SpaceX will be a $1.5 trillion memestock. To the moon! Wired: SpaceX is a mostly a satcoms business with a lot of new AI risk (and rivals waiting in the wings). Here’s my latest for @breakingviews.reuters.com:

YouTube is eating TV (streamers too) - and there's not much that traditional broadcasters can do about it @jen-johnson.bsky.social www.reuters.com/commentary/b...

The UK really pulled out all the stops for that state visit...and still got tariffed for sending a single military officer to Greenland.

If regulators won’t enforce their digital safety rules now, when will they? Here’s my take on the Grok issue for @breakingviews.reuters.com www.reuters.com/commentary/b...

Wild that this is now necessary to report accurately on a tech platform and its features: "A Reuters reporter asked Grok on X to convert a picture of himself into one wearing a bikini, echoing what has become a common request [...] by users." www.reuters.com/sustainabili...

The biggest M&A deal ever. An easier ride for fiscally challenged governments. A crypto bailout. Those are some of the things Breakingviews columnists predict for 2026 in a new e-book, ‘Far Side of the Boom’. Access the book 👉 reut.rs/3YDKKwu Or read articles online 👉 reut.rs/45puKSz

From Breakingviews - Breakingviews - US raid on Venezuela threatens new global ruptures reut.rs/4jrILFa

Put ads everywhere? Turn the BBC into Netflix? On paper, there are plenty of alternatives to the licence fee. In practice, most roads lead to one destination: a shrunken BBC. I look at the numbers in my latest column. www.reuters.com/commentary/b...

The new season of the White Lotus practically writes itself.

EU M&A rules morph from growth catalyst to weapon - www.breakingviews.com/columns/cons... @jen-johnson.bsky.social

UK cyber support invites more moral hazard - www.breakingviews.com/columns/brea... @jen-johnson.bsky.social

Pretty sharp reversal given Zuckerberg was (reportedly) trying to entice AI talent with billion-dollar pay packages only a few months ago.

Kids will inevitably use VPNs to dodge online age restrictions. And a generation equipped with privacy tools is a lot harder for advertisers to target. Here's my piece on the knock-on impacts of online safety laws 👇

Suddenly Blue Origin isn't just the rocket company that did the all-female gimmick spaceflight. It's now the heir apparent to all of SpaceX's government launch contracts.

This is the same guy who claims "population collapse due to low birth rates is a much bigger risk to civilization than global warming."

RedBird might have got the Telegraph, but its headaches aren't over. Here's my column on the latest chapter in the broadsheet's sale saga. 👇

"The Journal earlier reported that the device won’t be a phone, and that Ive and Altman’s intent is to help wean users from screens." Think I speak for all millennials when I say I'm not excited about the surveillance Tamagotchi.

Armchair energy experts started blaming renewables as soon as the lights went out across the Iberian peninsula. Here's my piece on why the grid deserves more attention, regardless of what caused the blackout. www.breakingviews.com/considered-v...

How it feels explaining The Formula to people who think the UK got off lightly with a 10% tariff.

Apropos of nothing, I've just remembered that Liz Truss blamed the Bank of England for undermining her policies.

Understandably, most governments favour a "negotiate first, retaliate later" approach. But there's no way the U.S. can hold talks with ~60 aggrieved trading partners at once. Some will surely have to retaliate before they've had chance to plead their cases.

Can’t stop thinking about the big tariff chart Trump was waving around. Did they get it made at a DC print shop yesterday? Or use one of those online services where you send in your PDF and get the poster board mailed to you?

This has the energy of an unhinged game show.

If I heard correctly, Trump just said the Great Depression was caused by a lack of tariffs? That's just not true. The Smoot-Hawley tariff made matters worse.

I imagine we're going to see a few more journalists adding their Signal accounts to their bios. Just on the off chance they somehow get looped into a top secret intelligence briefing.

Obviously this whole thing is wild. But I can't get over the National Security Council spokesperson saying the thread is "a demonstration of the deep and thoughtful policy coordination between senior officials". Real glass-half-full thinking there.

Carr is very concerned about freedom of speech. But isn't blocking an M&A deal on the basis that a company has a DEI policy...kind of like censorship?

Does Europe have a candidate to replace Starlink in Ukraine? The answer appears to be yes, but it wouldn't be a straightforward switch. And time, not money, is the limiting factor. Here's my latest for @breakingviews.reuters.com

This is obviously a consumer confidence issue in the economic sense. But it's hard to imagine consumers feel confident getting on planes given DOGE has been trying to find "efficiencies" in air traffic control...

"Give us your resources or we'll shut off your internet" is a potent threat. A cautionary tale for countries where Starlink use is growing. www.reuters.com/business/us-...

Musk's team "have moved sofa beds onto the fifth floor of the agency's headquarters, which contains the director's office and can only be accessed with a security badge." It's like they're attempting a coup via hackathon.

"Eric Trump described the Trump coin as 'the hottest digital meme on earth'." Sometimes I think about how phenomenally difficult it would be to explain what this means, and why it's in a news article, to someone who'd been living off grid for 15 years.

Worth mentioning ahead of Musk's AfD chat: Germany hasn't embraced Starlink, his satellite internet venture. Its military reportedly called off talks over using the service last Feb. And Angela Merkel has called the group's sector dominance "a huge concern".

Tempted by a digital detox? You're not alone. Here's why I reckon the dumb phone could make a comeback in 2025. www.breakingviews.com/considered-v...

Vivendi's breakup was meant to free the company from a conglomerate discount. But investors have decided the parts are worth less than the bundle. And that probably has to do with a certain controlling shareholder... Here's my piece on the spinoff saga: www.breakingviews.com/considered-v...

The Telegraph wants a new owner but is struggling to get one. And broadcaster ITV isn’t courting a deal, but probably should. Here's my column on the M&A obstacles facing both groups: www.breakingviews.com/considered-v...

Here’s a starter pack of all the @breakingviews.reuters.com columnists currently on this thing. bsky.app/start/did:pl...

More than 60% of all working satellites are the property of SpaceX. My latest column looks at what this means for Europe's satcoms efforts: www.breakingviews.com/considered-v...

Since this is the place to be now, I figured it's time to introduce myself: Hi 👋 I'm Jen and I'm a columnist at Reuters Breakingviews. At the moment, I spend my time thinking about telecoms and media (and I'll be posting my pieces here).