You Cannot License a Moving Target
Washington wants to approve frontier AI models the way the FDA approves drugs. The analogy is comforting, popular, and wrong about how software actually fails. I say this as someone who would have been the agency.
Opinion
Argument and analysis from tek54's columnists.
The capex is the strategy
A trillion dollars of concrete and silicon isn't a means to a plan. It is the plan — a bet, made with the balance sheet rather than the slogan, about who gets to decide.
The real AI policy is written in export controls
While Washington argues about regulating models, the state is already governing AI through a far blunter instrument: who gets to package a chip. Get that frame wrong and you mistake the sideshow for the policy.
Who Owns the Compute Owns the Story
Strip away the mission statements and the model demos. The only durable asset left in artificial intelligence is the compute — and the contracts for it are already signed.