China and Europe (Mistral) show that models can be very good and much smaller then the current Chatgpt's/Claudes from this world. The US models are still the best, but for how long? And at what cost? It's great to work daily with Claude Code, but how realistic is it that they keep this lead.

This is a new tech where I don't see a big future role for US tech. They blocked chips, so China built their own. They blocked the machines (ASML) so China built their own.

It's an old argument of tech capitalists that nothing can be done because technology's advance is like a physical law of nature.

It's not; we can control it and we can work with other countries, including adversaries, to control it. For example, look at nuclear weapons. The nuclear arms race and proliferation were largely stopped.

The world is bigger than US + China.

Yes.