Winners & Losers of the AI Era - Colossus
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Ben Thompson is the founder and author of Stratechery. We cover his outlook for hyperscalers and the five frontier labs, why capital might prove to be
The Risk of Winning the AI Race Patrick So Ben, if you can believe it, how long it's been since we last did this. The world was very different. No AI at the time. We talked about aggregation theory mostly. I thought a fun place to begin, since the world has changed so much, is to hear what you think it would mean for the US to win the AI race. Ben I think it would be very problematic for the US to win. Let's say we take the most fantastical scenario where if you control AI, your military is better than anyone else. Somehow it fixes our manufacturing, all these things that I don't think…
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