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Consensus Drift

Pablo Chavez

Consensus Drift is a newsletter about the politics and political economy of the digital stack, focusing on how government decisions are reshaping these markets over time.

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Substack
PricingOnly free issuesPublishesWeekly
Issues24Foundeda year agoLast Issue13 days ago
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Latest Issues

The Kill Switch and the Long Arm

Presenting the European Commission’s technology sovereignty package in June, Henna Virkkunen stated that one of its aims was to ensure that “nobody has a kill switch” over Europe’s critical systems. In the same press conference, Virkkunen—t...

13 days ago
3
2

Three administration theories of AI sovereignty

As of yesterday, the Trump administration is working with three theories of AI sovereignty.1

The first comes out of the White House’s Office of Science and Technology Policy. At the India AI Impact Summit in February, OSTP Director Michael...

a month ago
3
2

Open Weights and Sovereign AI

If you haven’t had a chance to do so already, please check out the new Sovereign AI Index, published last month by the Center for a New American Security, where I’m an adjunct senior fellow. I co-authored the index with my colleagues Vivek...

2 months ago
9
1

An AI Exports Program Without a Map

Created by me using Midjourney

When the Trump administration issued Executive Order 14320 last July, directing the Commerce Department to create an American AI Exports Program (AAEP), its general rationale made sense. U.S. companies have b...

4 months ago
3

Which Gulf models and for whom?

Created by me using Midjourney.

Bloomberg reported yesterday that the Trump administration has drafted a global AI chip licensing regime that would require U.S. approval for essentially every export of AI chips worldwide. On X, the Commerc...

5 months ago
4

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  • Pablo Chavez

    tech policy analyst & strategic advisor

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