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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
Issues22Foundeda year agoLast Issuea month ago
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Latest Issues

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...

a month ago
8
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...

2 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...

3 months ago
4

What I Heard in Delhi About Sovereign AI

This week I was in New Delhi for the AI Impact Summit, where AI sovereignty was the topic of many panels and conversations.1

What stood out was both the level of interest and the range of views on what “AI sovereignty” should mean in pract...

4 months ago
4

What "Sovereign AI" Means for U.S. AI Exports

On several occasions, the White House has described “AI sovereignty” as an intended deliverable of the American AI Exports Program (AAEP). For example, Michael Kratsios, the Director of the White House Office of Science and Technology Polic...

4 months ago
4

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  • Pablo Chavez

    tech policy analyst & strategic advisor

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