Why this episode matters

• AI is a national strategic asset. Compute, data and model strategy now influence geopolitical leverage and supply-chain risk.
• China’s approach changes attacker economics. Open weights and broad model proliferation shift how adversaries access and adapt AI capabilities.
• Security leaders must adopt a sovereignty lens. Think beyond confidentiality — availability of compute and data jurisdictions matter.
• Resilience outranks perfection. Prepare to operate through compute/data outages and systemic tech shocks, not just point incidents.
• AGI remains a technical question. For now, AI is supercharging middle-of-workflow tasks; CISOs should defend those choke points.

Copy-paste takeaways for your team

• Start an AI supply-chain map: inventory models, training data sources, compute providers and export-control exposure.
• Add "compute availability" to incident runbooks: can we route, degrade, or run on alternative regions/providers?
• Assess open-model risk: treat third-party model weights as potential threat vectors—test and sandbox before adoption.
• Elevate cross-functional drills: include legal and government affairs in tabletop scenarios tied to export controls or national policy shifts.
• Invest in AI observability: logging, provenance and model lineage to detect misuse and accelerate forensics.

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