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Anthropic, OpenAI and Google are the standouts, but the main question for me is, why is this a war? In their own context China has greatly benefitted from this. They shored up their gpu design and manufacturing expertise. If this really is a war, trump is kneecapping the country with his lawlessness and eroding America’s good will. If the world cannot trust China with their data and they cannot trust the U.S. to provide good reliable service and not turn it into a mafia style negotiation, then winning the AI war is not helping the U.S. countries as much as it potentially can. It’s probably a good thing for more capable areas like Europe which may develop their own tech stack. In a weird way because the AI stack is so expensive, China helps the world much more than the U.S. with their really capable open source model. |
It's a war because the hinted promise behind the hype that the first organization to reach some as-yet-entirely-theoretical AGI that can bootstrap itself to godlike capabilities will then Install Planetary Overlord* and rule the world as near-deities themselves, with the rest of the (surviving) human race as their slaves.
I think it's a nonsensical idea, but that's the relevant driver.
* Coined by SF auther Charles Stross in The Jennifer Morgue (2006)