One beast of an article (my reading app says 2 hours and 34 minutes), but you’ll take away some «Huh, I never thought of it that way!» moments from reading the introduction alone – so I highly recommend you at least do that. The author argues that we might be looking at the race for AI dominance all wrong. Yes, the US is leading the race in building artificial intelligence. But what if the intelligence part won’t matter all that much – and instead it will be all about the electric hardware stack, where China is far ahead of everyone else?

From Weekly Filet #547, in October 2025.