Many have reached out to me regarding the new Cyber EO. A few thoughts:

First, President Trump is the most pro-innovation president we’ve ever had. He’s made it clear that the U.S. has to win the AI race and that a pro-innovation, pro-energy, and pro-infrastructure policy is the way to do that. Thanks to President Trump, AI will generate over a 2% tailwind to GDP growth this year, with hundreds of thousands of new construction jobs and 25-30% wage increases for blue collar workers. President Trump is the reason that we have an AI boom happening right now.

The change in the EO from a 90 day to 30 day period is a game changer because it allows our AI labs to comply with the voluntary framework without delaying new model releases. They can synchronize their efforts under the EO with other pre-release activities. Furthermore, I’ve been advised by the lawyers who draft EOs that 30 days means calendar days, not business days. In the AI race, every day counts.

As OSTP well notes, “The EO creates a process for frontier labs to voluntarily share cutting-edge cyber models in order to secure critical infrastructure and strengthen the government’s own cyber defenses. We are NOT conducting oversight of all new models, as that level of government overreach would have chilling effects on free speech and innovation.”

OSTP’s characterization is completely consistent with the discussions that I have participated in, where it was agreed that the EO is intended to apply only to models that represent a meaningful step-change in cyber capabilities (eg Mythos), not to incremental version numbers of existing models (eg Opus 4.7 -> 4.8).

Finally, I understand the concerns of many that this could morph into an “FDA for AI”. Of course bureaucratic mission creep is always a danger and this should be closely monitored. But the EO expressly forbids the creation of a new licensing, preclearance, or permitting regime. Most importantly, I do not believe that President Trump would allow this to happen.

As AI presents new policy challenges (such as cyberweapons), I believe that everyone in the administration is working diligently to navigate the issues with the American people in mind. I look forward to working with the Treasury, NSA, ONCD and others on the implementation of this framework.