Francis Fukuyama argues that United States AI policy has become chaotic, lacking clear institutional structures for regulation. He notes a shift toward supporting AI oversight following national security concerns, particularly after reports that advanced AI models breached NSA systems. Fukuyama outlines critical questions for regulatory design, including whether a specialized agency is needed and how to ensure government capacity for effective enforcement, contending that the U.S. must develop coherent regulatory frameworks before falling behind international competitors such as China.