•5 min read
The Three-Month Gap Is the Moat
DeepSeek's lag behind US frontier labs is being read as weakness. It is the opposite. The gap is the product.
DeepSeek's lag behind US frontier labs is being read as weakness. It is the opposite. The gap is the product.
Chip sanctions were enforceable at ports. API access has no port. The US State Department's April 2026 cable marks the moment policy admits it.