AI Regulation Needs an Asilomar-NPT Playbook, Not a 'China Will Win' Test

krishnan · x · 2026-09-14

The author argues every AI regulation debate in DC ends with "But China will win" — the wrong test for the wrong problem. Regulation is a bet on where the bigger error sits: over-regulation freezes a technology compressing decades of productivity into years; under-regulation surfaces failure modes in production with no rollback. By 2026 both risks are live.

Multipolar reality: 151,448 derivative models built on Qwen alone by mid-2026 (180–210 repos/day); Switzerland's Apertus, UAE's Falcon, France's Mistral, India's Sarvam 105B, and Korea's K-EXAONE all ship weights that answer to neither Washington nor Beijing.

Historical precedents: the 1975 Asilomar recombinant DNA pause (practitioners write technical rules) and the 1970 NPT (contain what you can count).

A two-layer design: an Asilomar layer of published safety frameworks, independent pre-release evaluation, and incident reporting (harmonizing California's SB 53 and the EU AI Act); and an NPT-style multilateral pact on a short list of capabilities — autonomous cyber offense and bio uplift — verified at the compute chokepoint, since frontier training runs need tens of thousands of chips in one visible building.

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