Andy Desai
The Long View
Essays on the forces that actually move things — socio-economics, geo-politics, technology, and corporate governance.
How economic and social forces actually move together, not just what the headline number says.
Social & Geo-PoliticsThe power plays and alliances shaping trade, technology, and security.
TechnologyWhat's real versus what's marketing in AI and the tools reshaping how work gets done.
Corporate GovernanceHow organizations actually make decisions, and where accountability quietly goes missing.
Why AI export controls are quietly redrawing the map of who gets to build frontier models
July 12, 2026US chip policy tightened and loosened in the same six months, depending on which chip you asked about -- and that volatility is itself reshaping who has a real shot at frontier AI.
The AI market has a lemons problem — that's why nobody picks just one model
July 12, 2026Power users increasingly route work across multiple AI models instead of betting on one -- not just for cost, but because the market's information asymmetry makes any single vendor's quality claims hard to verify.
Who actually owns an AI decision when it goes wrong?
July 12, 2026Most organizations have a mature process for a security incident and nothing equivalent for a bad model decision -- and that gap is a governance failure, not a technical one.
Everyone agrees agentic AI is necessary. Nobody agrees on anything else.
July 10, 2026The industry finally agrees agents need to be production-grade. What it can't agree on is basic facts like how many actually are -- and that gap is the real story.