The biggest risk isn’t falling behind. It’s falling behind at an accelerating rate.
The real competition is no longer just about building smarter models, but about building systems that can improve intelligence faster.
The AI gap between the US and China may be widening again.
But the real concern isn’t today’s model performance gap. It’s the potential gap in the rate of progress.
@bgroothuis Classic argument from ignorance + presumption of guilt:
Throw an unfalsifiable accusation → shift all burden of proof to the accused → question any evidence or pivot if they reply → call silence “admission” or “guilt.”
@firesidealpha Classic argument from ignorance + presumption of guilt:
Throw an unfalsifiable accusation → shift all burden of proof to the accused → question any evidence or pivot if they reply → call silence “admission” or “guilt.”
@mnicoletos The analysis over-focuses on property FAI. Overall investment is broader. High-tech industries rose 5.2%, information services +22.7%, electronics manufacturing +8.1%, and AI data center (AIDC) capex is surging (projected to more than double). Structural shift toward new drivers