The real reason American AI keeps losing (and how to fix it)
Matthew Berman·2026-04-29 23:53
The US is either screwed or we're going to win everything. There is no middle ground when it comes to artificial intelligence. There are a lot of players in this story.Open-source, China, Nvidia, the closed source US frontier labs. This is a big problem and we need to talk about it. We are betting the house on AI working out for the United States.40% of the stock market is just seven tech companies very tied to how AI does. And it all starts with open-source. US open- source AI is almost certainly doomed.An ...