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these arguments are broadly sensible but the bet on the US AI frontier is simpler: they can outspend the competition, the competition eventually taps …
these arguments are broadly sensible but the bet on the US AI frontier is simpler: they can outspend the competition, the competition eventually taps out, and they do eat the economic light cone.Indeed I think the bear argument is self-refuting. If all labs need to 10x their spending annually to remain competitive, *bu