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The passage around this formula

The structural tension underneath this is simple to state and hard to resolve. Let $\tau$ be the interval between an open-weight release and the next comparable release from a rival lab, and let E be the minimum evaluation time a given release’s actual risk profile requires. When E $\le$ $\tau$ , a proportionate review fits inside the competitive window without forcing a choice. When E > $\tau$ — which the 1-of-37 finding suggests is common in practice — a lab is left choosing between shipping before the review is complete, delaying past the point a competitor’s release changes the calculus anyway, or shrinking E by narrowing what the review covers. None of Meta’s public materials, the NTIA’s 2024…

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