The benefits of abundant intelligence will accrue far outside of San Fransisco.
Spent the last year writing about capital, sovereignty, and the coming reordering of economic power.
THE COMMANDING HEIGHTS
Commanding-Heights.com
this profile is radically under discussed.
Michael is one of the most impressive civil servants of this generation, and has a really unique and singular view on how the state and industry must enable progress. I’m very glad we have him.
A few weeks ago, the Secret Service locked Jensen Huang, Elon Musk, Sergey Brin, Satya Nadella, Lisa Su, and Michael Dell in a room in Washington, DC.
While they waited for President Trump, Huang—who chooses not to own a jet—complained about a recent commercial plane ride. It
The commanding heights - just read the whole thing.
Took me about an hour to read, is the talk of the AI and Wall St crowd and essentially argues.
- The US and China will be the two countries with AI, which creates a cold war condition.
- The US durable advantage is compute
I'm still processing commanding-heights.com by @WillManidis and Joe Roberts, but think two of its arguments deserve deeper discussion:
First: the contention that Chinese labs intentionally accept extremely thin margin and are competing away US inference margins.
I don’t