The AI 'Missile Gap': Washington Is Racing a China That May Not Be Ahead
The claim that America can't slow down because China will win now drives US policy. But the evidence says China can pace the frontier, not lead it, and Cold War history suggests fear is a poor guide. China, meanwhile, is racing to win the rulebook, not the race.
Read full story →Mistral's 'Le Chonk' and the Rise of the Sovereign AI Model
Mistral says its new trillion-parameter model is the best open system built outside China. The more telling detail is who it was built for: European data centres, government testers, and a world where South Korea is spending $3.5bn to own a model of its own.
Read full story →The AI Boom Is Now Holding Up Whole Economies. That's the Worry.
The World Bank raised its East Asia growth forecast and, in the same report, warned the region's prosperity rests on one narrow AI bet financed partly by untested private credit. Arthur Hayes thinks the crash and bailout are already scheduled for 2027.
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