Winners & Losers of the AI Era - Colossus

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…

saved by

• Aryan Naik

related reading

• Who’s Afraid of Chinese Models? – Stratechery by Ben Thompsonstratechery.com
• Stratechery by Ben Thompson – On the business, strategy, and impact of technology.stratechery.com
• The Inference Shift – Stratechery by Ben Thompsonstratechery.com
• Deep Research and Knowledge Value – Stratechery by Ben Thompsonstratechery.com
• Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of mediacheekypint.substack.com
• 2028: Two scenarios for global AI leadership \ Anthropicanthropic.com
• Tech Philosophy and AI Opportunity – Stratechery by Ben Thompsonstratechery.com
• The Wu Tapes: Q&A with Cognition's Scott Wu - Colossuscolossus.com
• You Need A Theory of Victory - by Jason Hausenloyfirstscattering.com
• Winner Takes Power: The Energy Strategies Driving the AI Raceaishwaryamahesh.substack.com
• Agents Over Bubbles – Stratechery by Ben Thompsonstratechery.com
• Trade, Tariffs, and Tech – Stratechery by Ben Thompsonstratechery.com