Consensus Drift | Pablo Chavez | Substack

Which Gulf models and for whom?

Commerce says it’s scaling the UAE and Saudi template globally, but that claim raises two potential issues that will need clarification.

Mar 6 • Pablo Chavez

What I Heard in Delhi About Sovereign AI

Observations and thoughts on sovereign AI after the AI Impact Summit

Feb 23 • Pablo Chavez

What "Sovereign AI" Means for U.S. AI Exports

The administration and many U.S. companies are embracing sovereign AI. The catch is that the term remains undefined, and other countries are…

Jan 28 • Pablo Chavez

Parsing Pax Silica

Bonum, Malum, et Turpe de Novo Incepto Gubernationis Americanae

Dec 17, 2025 • Pablo Chavez

Focusing the American AI Exports Program

Shaping it into a scalpel instead of a sledgehammer

Dec 4, 2025 • Pablo Chavez

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Parsing Pax Silica

Dec 17, 2025 • Pablo Chavez

The EU’s New Cloud & AI Procurement Rules

Nov 24, 2025 • Pablo Chavez

What "Sovereign AI" Means for U.S. AI Exports

Jan 28 • Pablo Chavez

Golden Shares Come to America

Jun 16, 2025 • Pablo Chavez

Consensus Drift

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