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None of their arguments are that convincing to me but I do think there's something to the broader argument in a US/China lens. The Chinese govt is backing up the dumptruck investing into AI while good ole boys in DC are passing around billion dollar contracts on fighter jets. Google and Facebook are leading the west in AI innovation in my opinion. If AGI is possible, it would really suck for the world if China got there first.

Imagine how different the world would be if China beat us to the internet and the Great Firewall was the world standard, but with AGI it will probably be able to rapidly become more advanced and prevent others from coming close to it.

If the US were to get serious in AI investment I wouldn't care about breaking up big tech but that doesn't seem to be the case at all.