Andy Desai

The Long View

Social & Geo-Politics

The power plays and alliances shaping trade, technology, and security.

Why AI export controls are quietly redrawing the map of who gets to build frontier models

July 12, 2026

US 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.