

All they need to do is get governments high on AI mass surveillance and they’ll be golden
All they have to do is be the last AI company standing, then just absorb everyone else’s hardware for cents on the dollar.
This recent “we should slow down” talk is basically just them stalling until the collapse. They’ve spent all they dare to try and be the one on top, now it’s just waiting until the bubble pops.
Meanwhile China is out there being the black swan of the whole field. If they manage to get models with efficiency and/or utility above what these guys are doing, they’re fucked and they know it. So it’s a ticking time bomb, and there’s not that much time left.










Models on local hardware that give adequate performance and the availability of non-US models mean that path is doomed to failure. If they crank up the price then people will look elsewhere. While they might not get frontier-level performance out of the alternatives, there’s plenty of stuff out there that’s good enough for 1/4 to 1/10th of the cost. Or just the cost of power, if you’re willing to pay for some hardware and are operating on a small scale.
The only play the AI companies have got now is twofold :
And then what? The rest of the world will just move on to the next most useful thing on the list. There will be ~330 million US citizens to extract wealth out of, to service trillions in data centre debt. That shit’s not gonna fly.