The CEOs of the four most important AI labs on Earth are sitting down for a 2-hour lunch with G7 political leaders in Evian, France — today. The agenda: AI infrastructure, sovereignty, and regulation. The subtext: the Permission Layer is being negotiated in real time.
Why This Lunch Matters More Than Any Product Launch
Five days ago, the US government pulled Amodei’s best model from every user on Earth. Today, Amodei is sitting across from the political leaders who ordered it — at the same table as the competitor (Altman) whose investor (Amazon) triggered it.
AMODEI’S POSITION
His best model is dark. His government pulled it. His biggest investor triggered the action. He needs this lunch to break the deadlock — or Fable 5 stays dead while competitors ship.
MENSCH’S POSITION
Europe’s moment. France deployed Mistral to all civil servants, kicked Palantir out of DGSI, committed €655M. Mensch arrives as the sovereign AI champion — the alternative to the US fence.
ALTMAN’S POSITION
$1T IPO pending. Partner network just launched. Needs the G7 to signal regulatory stability — any uncertainty hurts the IPO pricing.
GOMEZ’S POSITION (COHERE)
“Huge inbound” after Fable 5 recall. On-premise sovereign AI. Now at the G7 table making the case that alternatives to US-controlled AI exist and are ready.
The Geopolitical Fencing Table
This is the Geopolitical Fencing thesis made physical. The people who build the AI and the people who draw the fence — sitting at the same table, eating lunch, negotiating the rules that will govern the most powerful technology ever created.
The agenda — per Politico: Frontier AI risks, infrastructure, sovereignty, regulation, and child safety. But the real conversation is simpler: who gets to build, who gets to deploy, and who gets to say no? The Permission Layer is being drawn at this table.
What comes out of this lunch could reshape:
1
The Fable 5 deadlock — Amodei and US officials in the same room. A resolution path could emerge.
2
Export control framework — ad hoc directives vs statutory process. The fork we described in the Fencing piece.
The four CEOs who control frontier AI are having lunch with the political leaders who control the fence. Five days after the biggest AI shutdown in history. At a G7 summit in France — the country that just kicked Palantir out of its spy agency and committed €655M to sovereign AI. This isn’t a tech conference photo op. It’s the Permission Layer being drawn over a 2-hour meal.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
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