The Senate now gets its turn this week at the GOP's massive reconciliation bill, but now some state lawmakers are speaking out against a provision buried inside that would tie their hands on AI regulation for the next 10 years.

Our Deirdre Bosa explains in today's tech check. Morning, Dee.

Hey, good morning, Carl. So at its heart, this is really about a fundamental split in AI. Scale,

AI as fast as possible, worry about the risks later, or do you slow down before it's too late?

Now, that core divide, that's not new, but what is new is that this is no longer just a tech world debate.

This is driving a new narrative and real policy moves. Now, the provision itself, it's a push for

national consistency

on paper. In practice, though, this blocks near-term regulation by shutting down the only ones

who've actually been acting, states like California and New York. The federal venue, it's jammed,

and agencies like the FTC and DOJ, they lack clear authority over AI. So into that vacuum now steps a new narrative

pushed by Trump's AI czar David Sachs in recent ex posts, as well as on his podcast. He is

claiming that AI safety advocates are part of a globalist campaign to slow American innovation

just as China is gaining ground. Now, this is also an argument taken up by other high-profile

figures like Mark Andreessen and Bill Gurley. And it's also a mentality that mega-caps are

paying attention to, like Meta, as its latest AI reorg puts the focus on product over

research. That's the safety side. Now, for investors, this narrative shift, it matters. Because

a decade-long freeze on state oversight, it could mean fewer near-term hurdles for AI, but also

perhaps it's an admission that China is closing the gap in this race. Now, for much of this year,

starting with Deep Seek's breakthrough, China has emerged as a core competitive threat. You also had high-profile

warnings from the likes of NVIDIA's Jensen Huang. Now that is a new angle for the so-called

accelerationists, the ones that want to speed up progress. It's even starting to break through in

unlikely places. Guys, I'm not sure if you've seen Mountainhead. That's the new Jesse Armstrong

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