T(Top post: @teortaxesTex “> I think it's exactly the right direction to take for allies for now: America builds models, they integrate with allied supply chain positions… And I think "integration" is a cope. The issue for Europeans is that the integration is one-sided in terms of what it makes viable. US AI dependencies (such as ASML), while objectively vital, have high latency measured in months-years, but Fable can be switched off with one button push. It's the usual advantage of conventional arms over strategic ones. That's not really better for the EU than the current Chinese position where they can deny the West some REEs or tungsten or diamond saws for wafers; except we know that Xi also has diamond hands, but the EU will fracture and cry uncle once some Helberg calls their bluff. What "Pax Silica" type alliance ought to entail is removing this latency advantage; something substantive like supply backed by physics. As in, actual Fable weights in EU-controlled datacenters; and forward commitments to deploy American frontier models there within X days of their certification for American customers; and liabilities for cancellation. That's where the discussion has to *start*.”