Source: Gideon’s Substack
by Noah Millman
“[T]he American frontier A.I. companies aren’t betting everything on A.G.I. even if it looks like they are. The value of dominating A.I. and getting your models embedded everywhere is enormous even if they are just a ‘normal’ revolutionary technology. The winner doesn’t necessarily take all, but it can take a lot. They aren’t betting everything on A.G.I.—but America might be, in the sense that, if we focus exclusively on giving these companies what they want, their wins might not translate readily into American “wins” in the economic and geopolitical contest with China.” (05/21/26)
https://gideons.substack.com/p/does-it-matter-who-wins-the-ai-race