Everyone seems to start with the premise that it benefits “the United States” to “lead” in AI. But that’s not obvious at all!
It seems bad for rights holders of many kinds of intellectual property (or else they wouldn’t be filing so many lawsuits).
It seems bad for progress in the field: for the most part our frontier vendors don’t contribute innovations back to the commons in anything like the way that DeepSeek has. This seems to mean that effort is duplicated at tremendous cost in a way that props up famine gouging markups for NVIDIA but little else.
It seems bad for the employees of those same vendors: they’ve been getting laid off left, right, and center with AI as a (dubious) justification.
It’s far from obvious that further growth will be powered by renewable energy, there is a lot of talk indicating that much of it will end up being coal brought back on line.
And even the investors are shaping up to be heavily in Japan and the UAE if this Stargate stuff is real.
It sounds like Mag7 shareholders maybe? And even that isn’t clear?
Maybe I’m missing something obvious, but extremely influential people in the space are selling this family of plan with visions of “wages crashing to zero”, which yeah no thanks.
in an environment where the government isn't clearly working at cross-purposes to the people, the argument would be that the country where the leading AI companies are based will be the country who has the most power to regulate AI.
It seems bad for rights holders of many kinds of intellectual property (or else they wouldn’t be filing so many lawsuits).
It seems bad for progress in the field: for the most part our frontier vendors don’t contribute innovations back to the commons in anything like the way that DeepSeek has. This seems to mean that effort is duplicated at tremendous cost in a way that props up famine gouging markups for NVIDIA but little else.
It seems bad for the employees of those same vendors: they’ve been getting laid off left, right, and center with AI as a (dubious) justification.
It’s far from obvious that further growth will be powered by renewable energy, there is a lot of talk indicating that much of it will end up being coal brought back on line.
And even the investors are shaping up to be heavily in Japan and the UAE if this Stargate stuff is real.
It sounds like Mag7 shareholders maybe? And even that isn’t clear?
Maybe I’m missing something obvious, but extremely influential people in the space are selling this family of plan with visions of “wages crashing to zero”, which yeah no thanks.
https://x.com/pmarca/status/1882993091784880557