On this subject, President Trump, are you more worried about the US winning the race for AI dominance with China or about AI's potential threat to humanity. >> Both. We're looking at it very strongly.We have a lot of threats in the opposite way if we don't do it. You know, you look at the medical and medical research already. The things that come have come out of AI in terms of medical and cancer research and things, we're way ahead of what we ever thought we'd be just from the infancy of AI.So uh really bo ...

Are you more worried about the US winning the race for AI dominance with China or about AI's potential threat to humanity. >> Both. We're looking at it very strongly.We have a lot of threats in the opposite way if we don't do it. You know, you look at the medical and medical research already. The things that come have come out of AI in terms of medical and cancer research and things.We're way ahead of what we ever thought we'd be just from the infancy of AI. So really both and we want to be very careful wit ...

AI Policy & Regulation - The report mentions Donald Trump's AI Action Plan advocating for deregulation to achieve "global AI dominance" [1] - Some members of the American right express concerns regarding the AI Action Plan [1]

Core Insights - The next decade of growth will be driven by digital innovation, e-commerce expansion, and semiconductor dominance, with only a few companies positioned for long-term success [1] Group 1: Company Overviews - Shopify is a leading global e-commerce platform used by millions of merchants in around 175 countries, offering an integrated commerce stack that includes payment processing and logistics [3][5] - MercadoLibre dominates e-commerce and fintech in Latin America, with significant market shares in Brazil (27%), Argentina (68%), and Mexico (14%) [6] - TSMC is a key player in the semiconductor industry, providing advanced chips essential for AI model builders, with a strong revenue outlook for Q4 2025 [7][12] Group 2: Financial Performance - Shopify's financial indicators for Q2 2025 show strong growth, with revenue and gross merchandise volume increasing by 31% year-on-year [8] - MercadoLibre reported net revenues of US$33.1 billion for Q3 2025, a 40.8% year-on-year increase, with a gross margin of 59.5% [8] - TSMC's revenue for Q3 2025 is projected to be between US$32.2 billion and US$33.4 billion, with a gross profit margin expected between 59% and 61% [7][11] Group 3: Market Trends and Innovations - The trend of agentic commerce, where AI agents facilitate transactions, is emerging, with Shopify partnering with OpenAI's ChatGPT to leverage this trend [4] - TSMC is advancing its manufacturing capabilities with the introduction of 2nm process technology, enhancing supply chain resilience for clients [11] Group 4: Investment Potential - Investments in Shopify, MercadoLibre, and TSMC since 2016 have yielded compounded total returns ranging from approximately 1,000% to 4,700%, indicating strong long-term growth potential [14] - These companies are positioned in secular growth markets, making them attractive for long-term investment strategies [13][15]

The Trump administration is openly bent on AI dominance. But its aggressive stance could push some countries away from American tech, making China’s cheaper, flexible approach more attractive https://t.co/JpPsJZVGsv ...