This is, perversely, good news for Britain, Australia, Japan, Europe, and other countries being cut off that would once have seen themselves as close allies of the United States.
It shows us what the future may hold if AI is the strategically and economically decisive technology of the 21st century and is controlled by the US and China. It is good news because *it may be happening early enough to give us time to act.*
I think this will be rescinded pretty soon, but it’s a sign of things to come. In a future where frontier models cannot be used outside the US, our industries and economies will fall behind and American businesses may not be able to operate overseas. We won’t be able to defend ourselves militarily with defence systems built on obsolete software. Europe 2031 is a good scenario of what a future like this could mean: https://europe2031.ai
Some of the things we need to do are ‘no regrets’ measures we should do anyway. But some are genuinely costly and risky.
We need cheap electricity – powered by gas, coal (this is costly, coal is very bad), deregulated nuclear fission – whatever can provide *cheap, reliable, 24/7* power. This almost certainly excludes wind power, which is enormously expensive and unreliable. We need projects to be able to connect to the grid in days rather than years by paying for fast-track connections.
We need to make it incredibly easy to build data centres, with the property taxes retained locally and hypothecated for local tax cuts so there is some direct benefit for locals. This doesn’t need to be nationwide.
We need to create new regulatory regimes for innovative businesses that give them the right to hire and fire staff with ease. The difficulty and cost of firing staff is one of the main reasons Europe has fallen behind so badly. We need to create a parallel employment regime that companies and workers can opt in to: https://worksinprogress.co/issue/why-europe-doesnt-have-a-tesla/
Even though I think it will probably fail, I think we should probably try to create a good, non-American frontier AI lab. I am quite pessimistic about this – even extremely well-resourced, innovative software companies are struggling to do this. But the stakes are so high that not trying seems foolish.
One thing that might work in our favour is the number of brilliant AI engineers who are not US citizens, who under the current export controls do not have access to Mythos/Fable even if they live and work in the US. What happens to Demis Hassabis, Ilya Sutskever, Andrej Karpathy, and the many other Europeans, Canadians, etc who are working on AI models in Britain and America who are affected by this?
I do not think we should force our own companies to use model, because this would exacerbate their economic weakness – this lab should have to compete on an even playing field. I am deeply sceptical that this can work, but we cannot rule it out. If we do it, it has to be able to pay US salaries, operate without political constraints. https://worksinprogress.co/issue/how-airbus-took-off/
It is cope to tell yourself that Trump is an aberration or that these export controls are a one-off. To repeat, I think these specific controls will be lifted quickly and it will be easy to move on and forget it happened. But this is a look into a potential future. Every one of us that is not a US citizen is at risk. The standard political divides do not apply here; the question is whether you grasp the enormity of AI as a technology. We have to act!