Also, imho AI fundamentally changes how machines of war are made. Currently, a machine must be made expensive and sophisticated since a human is inside it, and if it's already expensive, may as well add some more expense to make it a bit better, and a bit more, etc.

By contrast, with AI, the question becomes a matter of performance per dollar. If I can swarm an enemy with hundreds of cheap fighter jets, then it's okay for me to lose half of them.

This is existential to the US imho, since the US generally always has the best equipment period, but at a very high cost.