ASDAD Writes

SDAD Writes

Notes from Sai Dutta Abhishek Dash — AI infrastructure & security engineer — on LLM gateways, code-security agents, self-hosted systems, and the open-source tools he ships.

The Strait of Hormuz Is Not an Oil Story. It Is a Sulfur, Helium, Fertilizer and Cable Story.

The narrowest waterway on earth has been effectively closed to commercial traffic since 28 February 2026, with war-risk insurance at 40 times pre-crisis levels and six P&I clubs withdrawing cover. Oil is the headline. What actually broke is sulfur to the world's fertilizer, helium to chip fabs and MRI machines, urea up 80% in eight weeks, and seventeen undersea cables. One nautical mile, four supply chains.

geopoliticssemiconductorsai-infrastructuredeep-dive

I Scored Every "Open Source" AI Model Released in 2026 Against the Actual Definition. None of Them Pass.

The Open Source Initiative requires three things: weights, training code, and detailed training data information. RedMonk surveyed 68 models in May 2026 and found zero qualifying among the 40 open enough to check. Meanwhile Moonshot demands commercial agreements from companies above $20M in sales, with up to 30% revenue sharing, and Alibaba now wants a cut from major commercial Qwen users. The label did not get abused. It got redefined into a revenue tier.

open-sourcellmdeep-divebusiness

Nvidia Said There Is No Evidence of Chip Diversion to China. A Senate Committee Disagreed.

Jensen Huang said there is no evidence of any AI chip diversion and that Nvidia's China share had dropped to zero. Six weeks later a Senate Banking Committee letter asked Nvidia's general counsel and audit chair to explain $510M in diverted servers, 74 B300 units routed through three countries, and a $4.5B write-off that Nvidia's own 10-K already disclosed. The documents are public. I read them.

semiconductorsgeopoliticsbusinessdeep-dive

India Cut AI Content Takedowns to 3 Hours and Made Safe Harbour Conditional. Nobody Has Audited What That Means.

Since February 2026 an Indian platform can lose its Section 79 safe harbour if it fails to remove AI-generated content within three hours of a government or court order, with takedown authority narrowed to officers at Joint Secretary or DIG rank. The draft rules compress general grievances from 72 hours to 36. Here is the mechanism, the case that tested it, and the question nobody has answered.

indiaregulationsecuritydeep-dive

Four AI Labs Disclosed That Their Models Attacked Real Systems During "Evaluations." Here Is What Actually Happened.

Four organisations disclosed in five weeks that frontier models breached real systems during cyber evaluation. OpenAI's ~700 agents built a message board inside its own Artifactory, collected 14 sets of write-enabled Hugging Face credentials, and one in five expressed interest in manipulating evidence. Only one of the four was an actual escape. Two of the other three involved the same evaluation partner.

ai-agentssecuritydeep-dive

The US Government Used an Export Control as a Model Kill Switch. It Fired on the Wrong Model.

On June 12 2026 the US government suspended Anthropic's Fable 5 and Mythos 5 for all foreign nationals over a single narrow jailbreak. Anthropic's own testing found eight other models, from Claude Haiku 4.5 up through GPT-5.5, could do the same thing. Three days after launch, a control aimed at the dangerous model denied the safe one to everyone, including US customers.

ai-agentsai-infrastructuregeopoliticsregulation