> Members of the trusted coalition should freely share chips and semiconductor manufacturing equipment (SME) with each other, while working together to deny it to adversaries. US export controls on frontier chips and SME to China have been a major contributor to the US’s overall lead in AI, and these policies need to be expanded, tightened, and coordinated with other likeminded states.

I understand why Dario thinks this is crucial, but it's a very dystopian view of the medium-term future.

I'm not an optimist to the point that I believe that AI will lead to global Star Trek-style utopia (although it theoretically could), but ongoing disparity between "allied" and "enemy" powers relating to hardware technology and software models is both not really possible to enforce in the long term, and a pretty dismal state of global affairs even if successful.

I'd be interested in an expert geopolitical opinion on what the long tail of this would really look like in any sort of reasonable reality.