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Letter from London

Insight at the intersection of London and the global economy. Kamal Ahmed’s weekly column, published every Thursday, decoding business, policy, and people in motion.
‘Going rogue’: Is it time to stop talking about faulty AI frontier models as if they are people?  
Europe
‘Going rogue’: Is it time to stop talking about faulty AI frontier models as if they are people?  
By Kamal AhmedAugust 7, 2026
Should AI be formally recognized as a national and global security threat? In London, politicians increasingly think so 
Europe
Should AI be formally recognized as a national and global security threat? In London, politicians increasingly think so 
By Kamal AhmedJuly 30, 2026
All hail London—whatever the U.K.’s new Prime Minister says 
Europe
All hail London—whatever the U.K.’s new Prime Minister says 
By Kamal AhmedJuly 23, 2026
A $75 billion valuation, 75 million global customers and on its way to America—Revolut is London’s disruptor extraordinaire
Magazine
A $75 billion valuation, 75 million global customers and on its way to America—Revolut is London’s disruptor extraordinaire
By Kamal AhmedJuly 3, 2026
AI is overwhelming our senses—Edward Enninful has an answer for that 
Magazine
AI is overwhelming our senses—Edward Enninful has an answer for that 
By Kamal AhmedJune 26, 2026
A $5.6 billion valuation and rapid global expansion—this AI European scaler even threw in a free Jude Law 
Europe
A $5.6 billion valuation and rapid global expansion—this AI European scaler even threw in a free Jude Law 
By Kamal AhmedJune 18, 2026
In this AI-driven world, Todd Boehly has spotted the best test for leadership. Someone who is willing to say “I don’t know”
Europe
In this AI-driven world, Todd Boehly has spotted the best test for leadership. Someone who is willing to say “I don’t know”
By Kamal AhmedJune 8, 2026
Europe wants more control over global AI services. America is warning them to take care—and history is on their side
Europe
Europe wants more control over global AI services. America is warning them to take care—and history is on their side
By Kamal AhmedJune 4, 2026
Europe is considering price caps to control inflation. CEOs are shaking their heads in despair
Economy
Europe is considering price caps to control inflation. CEOs are shaking their heads in despair
By Kamal AhmedMay 21, 2026
A European central bank has signed a mega deal with a cloud service provider. The problem for Google, Microsoft and Amazon? It’s not with them 
Europe
A European central bank has signed a mega deal with a cloud service provider. The problem for Google, Microsoft and Amazon? It’s not with them 
By Kamal AhmedMay 14, 2026
“I had to turn down President Obama” 
Magazine
“I had to turn down President Obama” 
By Kamal AhmedMay 13, 2026
Svein Tore Holsether, chief executive officer of Yara International
Europe
“Full blast”—Yara CEO says there is only one way to respond to the crisis in the Gulf: do everything better
By Kamal AhmedMay 7, 2026
Dave Regnery, CEO of Trane Technologies
Europe
As the world swelters, companies scramble for ways to keep everyone cool
By Kamal AhmedMay 1, 2026
The European AI unicorn run by a baker’s son—he learned the fundamentals of business watching his father make bread rolls
Europe
The European AI unicorn run by a baker’s son—he learned the fundamentals of business watching his father make bread rolls
By Kamal AhmedApril 23, 2026
Silicon Valley has no monopoly on AI brainpower. That’s why Demis Hassabis is very happy to stay in London
Europe
Silicon Valley has no monopoly on AI brainpower. That’s why Demis Hassabis is very happy to stay in London
By Kamal AhmedApril 15, 2026
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Michael Dell’s son built a $13 billion home battery business—and he’s going on 30 years oldplaceholder alt text
By Jordan BlumAugust 6, 2026
Success
Crypto billionaire Michael Saylor says he made $15 billion last year with ChatGPT—and has one rule: 'Don't try to outwork the robots'placeholder alt text
By Preston ForeAugust 6, 2026
Newsletters
Iran says it has a deal to reopen the Strait of Hormuz—and shipowners are outraged by its plan to charge feesplaceholder alt text
By Jim EdwardsAugust 6, 2026
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