RT Arjun Sethi (@arjunsethi)AI is moving beyond the application layer. It is becoming a foundational infrastructure layer, alongside compute, networking, and financial rails.Once a technology reaches that layer, the stakes change.The @WhiteHouse is right to frame AI policy at the national level, because infrastructure questions cannot be solved through fragmented approaches.It no longer just affects products. It begins to shape the architecture of markets, capital formation, and national competitiveness.Tha ...