Gladstone AI CEO @jeremiecharris says there are 2 levels of being ASI-pilled, and Washington has only made it to the first: "There's one version where their mental model is we'll get better and better AI agents and life will continue as it is." "And there's the other version that if you keep tracing forward these scaling curves, you eventually end up with an AI Chernobyl event. That part is still a leap. It's a case you still have to make." "You got Mythos. What the hell are we doing about…

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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.