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SOTA AI is the only place where we are ahead. china has us beat on manufacturing, logistics and workhorse grade models like deepseek pro and glm5.2.

we're increasingly irrelevant



Brand too.

American firms are toxic - there’s an implicit gamble they are all making.


they are also generating >2x the amount of electricity, core to ai, robots, and manufacturing


no kidding. I learned last week that they have intercontinental high voltage DC transmission lines.




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