
For decades, allies of the United States lived comfortably amid the sprawl of American hegemony. They constructed their financial institutions, communications systems, and national defence on top of infrastructure provided by the US.
And right about now, they’re probably wishing they hadn’t.
Back in 2022, Cory Doctorow coined the term “enshittification” to describe a cycle that has played out again and again in the online economy. Entrepreneurs start off making high-minded promises to get new users to try their platforms. But once users, vendors and advertisers have been locked in – by network effects, insurmountable collective action problems, and high switching costs – the tactics change.
The platform owners start squeezing their users for everything they can get, even as the platform fills with ever more low-quality slop. Then they start squeezing vendors and advertisers too.
People don’t usually think of military hardware, the US dollar and satellite constellations as platforms. But that’s what they are. When American allies buy advanced military technologies such as F-35 fighter jets, they’re getting not just a plane but the associated suite of communications technologies, parts supply and technological support. When businesses engage in global finance and trade, they regularly route their transactions through a platform called the dollar clearing system, administered by just a handful of US-regulated institutions. And when nations need to establish internet connectivity in hard-to-reach places, chances are they’ll rely on a constellation of satellites – Starlink – run by a single company with deep ties to the American state, Elon Musk’s SpaceX. As with Facebook and Amazon, American hegemony is sustained by network logic, which makes all these platforms difficult and expensive to break away from.
For decades, America’s allies accepted US control of these systems because they believed in the American commitment to a “rules-based international order.” They can’t persuade themselves of that any longer. Not in a world where President Donald Trump threatens to annex Canada, vows to acquire Greenland from Denmark, and announces that foreign officials may be banned from entering the United States if they “demand that American tech platforms adopt global content moderation policies.”
Ever since Trump retook office in January, in fact, rapid enshittification has become the organising principle of US statecraft. This time around, Trumpworld understands that—in controlling the infrastructure layer of global finance, technology, and security—it has vast machineries of coercion at its disposal. As Mark Carney, the prime minister of Canada, recently put it, “The United States is beginning to monetize its hegemony.”
So what is an ally to do? Like the individual consumers who are trapped by Google Search or Facebook as the core product deteriorates, many are still learning just how hard it is to exit the network. And like the countless start-ups that have attempted to create an alternative to Twitter or Facebook over the years – most now forgotten, a few successful – other allies are now desperately scrambling to figure out how to build a network of their own.
Infrastructure tends to be invisible until it starts being used against you. Back in 2020, the United States imposed sanctions on Hong Kong’s chief executive, Carrie Lam, for repressing democracy protests on China’s behalf. All at once, Lam became uniquely acquainted with the power of the dollar clearing system – a layer of the world’s financial machinery that most people have never heard of.
Here’s how it works: Global banks convert currencies to and from US dollars so their customers can sell goods internationally. When a Japanese firm sells semiconductors to a tech company in Mexico, they’ll likely conduct the transaction in dollars – because they want a universal currency that can quickly be used with other trading partners. So these firms may directly ask for payment in dollars or else their banks may turn pesos into dollars and then use those dollars to buy yen, shuffling money through accounts in US-regulated banks like Citibank or J.P. Morgan, which “clear” the transaction.
So dollar clearing is an expedient. It’s also the chief enforcement mechanism of US financial policy across the globe. If foreign banks don’t implement US financial sanctions and other measures, they risk losing access to US dollar clearing and going under. This threat is so existentially dire that, when Lam was placed under US sanctions, even Chinese banks refused to have anything to do with her. She had to keep piles of cash scattered around her mansion to pay her bills.
That manoeuvre against Lam was, at least on its face, about standing up for democracy. But in his second term, Trump has wasted no time in weaponising the dollar clearing system against any target of his choosing. In February, for example, the administration imposed sanctions on the chief prosecutor of the International Criminal Court after he indicted Benjamin Netanyahu for alleged war crimes. Now, like Lam in Hong Kong, the official has become a financial and political pariah: Reportedly, his UK bank has frozen his accounts, and Microsoft has shut down his email address.
Another platform that Trump is weaponising? Weapons systems. Over the past couple of decades, a host of allies built and planned their air power around the F-35 stealth fighter jet, built by Lockheed Martin. In March, a rumour erupted online – in Reddit posts and X threads – that F-35s come with a “kill switch” that would allow the US to shut them down at will.
Sources tell us that there is no such kill switch on the F-35, per se. But the underlying anxiety is not unfounded. There is, as one former US defence official described it, a “kill chain” that is “essentially controlled by the United States.” Complex weapons platforms require constant maintenance and software updates, and they rely on real-time, proprietary intelligence streams for mapping and targeting. All that “flows back through the United States,” the former official said, and can be blocked or turned off.
Cases in point: When the UK wanted to allow Ukraine to use British missiles against Russia last November, it reportedly had to get US sign-off on the mapping data that allowed the missiles to hit their targets. Then, after Trump’s disastrous Oval Office meeting with Volodymyr Zelensky in late February, the US temporarily cut off intelligence streams to Ukraine, including the encrypted GPS feeds that are integral to certain precision-guided missile systems. Such a shutoff would essentially brick a whole weapons platform.
Communication systems are, if anything, even more vulnerable to enshittification. In a few short years, Elon Musk’s Starlink satellites – which now make up about 65 per cent of all active satellites in orbit – have become an indispensable source of internet access across the world. On the eve of Trump’s second inaugural, Canada was planning to use Starlink to bring broadband to its vast rural hinterlands, Italy was eyeing it for secure diplomatic communications, and Ukraine had already become dependent on it for military operations. But as Musk joined the Trump administration’s inner circle, a dependence on Starlink came to seem increasingly dangerous.
In late February, the Trump administration reportedly threatened to withdraw Starlink access to Ukraine unless the country handed over rights to exploit its mineral reserves to the US. In a March confrontation on X, Musk boasted that Ukraine’s “entire front line would collapse” if he turned off Starlink. In response, Poland’s foreign minister, Radek Sikorski, tried to stand up for an ally. He tweeted that Poland was paying for Ukraine’s access to the service. Musk’s reply? “Be quiet, small man. You pay a tiny fraction of the cost. And there is no substitute for Starlink.”
It isn’t just big US defence contractors that might enforce the administration’s line. European governments and banks often run on cloud computing provided by big US multinationals like Amazon and Microsoft, and leaders on the continent have begun to fear that Trump could choke off EU governments’ access to their own databases. Microsoft’s president, Brad Smith, has claimed this scenario is “exceedingly unlikely” and has offered Europeans a “binding commitment” that Microsoft will vigorously contest any efforts by the Trump administration to cut off cloud access, using “all legal avenues available.”
But Microsoft has failed to publicly explain its reported denial of email access to the International Criminal Court’s chief prosecutor. And Smith’s promise may not be enough to ward off Europeans’ fears, to say nothing of the Trump administration’s advances. The European Commission is now in advanced negotiations with a European provider to replace Microsoft’s cloud services, and the Danish government is moving from Microsoft Office to an open source alternative.
- A Tell Media report / Adapted from Wired