Four lanes,
watched standing

Four lanes the briefing keeps returning to

These are standing lanes, not events. They exist so that a development in any edition has somewhere to be filed and compared against what came before.

• Lane

  Export controls

  What may be sold, to whom, and how quickly a rule can change after it lands. Watch the written rule, not the announcement.

• Lane

  Chip access

  Who can buy the compute, what substitutes appear when they cannot, and where the supply actually sits.

• Lane

  Governance

  Standards, liability and child-safety obligations. Watch whether a pledge becomes an enforceable rule or stays a press release.

• Lane

  Power & infrastructure

  Data-center siting, grid capacity and water. The physical constraint that policy keeps arriving at late.