Chips, courts, and the stack behind AI

This week brought two parallel stories. On the policy front, courts are checking what they see as executive overreach: Anthropic won its blacklist case, and the industry is bracing for chip taxes it views as counterproductive to AI competition. Underneath, OpenAI's infrastructure bets are intensifying. Custom silicon, better evaluations, and the full stack from chips to products are starting to compound into real material advantages. For founders, this means the abstraction layer keeps rising, but control of the underlying stack matters more than ever.