At my job on the compute policy team at IAPS, we recently started a Substack that we call The Substrate. I think this could be of interest to some here, since I quite often see discussions on LessWrong around export controls, hardware-enabled mechanisms, security, and other compute-governance-related topics.
To make this quick take not merely an advertisement, I would also be happy to discuss anything about any of these posts, and/or to hear suggestions for things that we should write about.