Fable of the Mythos saga: Ad hoc US AI model controls could help China

Proliferating export controls, import bans, and shortages of key components since COVID-19 have made supply chain resilience a top strategic concern for firms and governments. Both groups have spent billions of dollars identifying supply chain weak points, stockpiling inputs, and diversifying suppliers so that cars worth tens of thousands of dollars never again sit unfinished for want of a microchip.

It is with these concerns and visceral chokepoint memories in mind that executives and government officials are grappling with the question of how much they can rely on artificial intelligence (…