Gladstone AI CEO @jeremiecharris says a formal US-China AI treaty isn’t realistic right now, because the startups building compute verification still haven’t been vetted by the intelligence community: "Treaties have to be ratified. Two-thirds vote in the Senate. Last time this happened was New START, 16 years ago. The guy who knows how to do the very specific thing hasn't been in the seat for two years." "There are a lot of really good companies doing great work on compute verification. The…

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A meaningful U.S.-China deal on AI pacing is probably going to be messier than most people think. We spoke to a dozen current and former diplomats who've led arms control negotiations with China and Russia to understand what it would take to get there. Full report below.