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TL;DR An AI distribution advantage comes from reaching people where a task already begins, supplying the context they are permitted to use, and returning a useful result without forcing them to reconstruct their workflow elsewhere. Browsers, productivity applications, messaging services, and operating systems provide different routes to that position. Google, Meta, Microsoft, and Apple each
TL;DR The AI alliance map is a network of overlapping commercial relationships, not a set of independent teams. A company can invest in a laboratory, sell it compute, distribute its models, and compete with it in another market. Those relationships create opportunities and dependencies, but they do not all confer the same rights. For enterprise
The AI Alliance Map: Every Frontier Lab Depends on Its Rivals Read More »
TL;DR The AI compute arms race is a competition to convert capital, power, silicon, networking, and software into useful work. Investment commitments, gigawatt announcements, accelerator inventories, and customer allocations describe different stages of that process. Comparing them as though they measure the same thing produces misleading conclusions. Stargate illustrates partner-led infrastructure expansion. Colossus illustrates rapid
The Compute Arms Race: Stargate, Colossus, TPUs and the Gigawatt Battlefield Read More »
TL;DR There is no defensible single winner across the entire AI market. Model performance, infrastructure access, consumer reach, enterprise adoption, and control over delegated work are different competitions. The most durable advantage may belong to the ecosystem that connects useful intelligence to identity, context, applications, and authorized action. My working forecast favors Google for the
The threats from A.I. are real — and they’re ones we know how to deal with.
Panic Won’t Fix the Looming A.I. Threat. Politics Will. Read More »
Xi is in the driver’s seat, reflecting American weakness, but there still may be some space for limited advances.
Why do we not obsess over Donald Trump’s aging as much as we did Joe Biden’s? On “The Opinions,” the columnist Michelle Goldberg argues that Trump, with his all-night posting and constant scandals, is still the man America elected in 2016. What is changing, she says, is how threadbare his mythos is becoming.
Three Opinion writers discuss the developing A.I. story and whether Trump is losing touch with reality.
Trump’s Political Instincts ‘Are Clearly Fading’ Read More »
Three Opinion writers discuss the developing A.I. story and whether Trump is losing touch with reality.
Trump’s Political Instincts ‘Are Clearly Fading’ Read More »
The Oscar-winning writer returns to Facebook with “The Social Reckoning”— and remains as optimistic as ever.
Aaron Sorkin Still Believes in American Institutions, Even if No One Else Does Read More »
