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They will invade Taiwan, US defends, WW3.
If they don't have a military/tech lead, the status quo remains.
If there is a concrete finish line, there are likely no winners.
The "edge AI labs" are both begging for more regulation and a stronger federal presence in their development. Their desire is to be embedded in the killing machine where the monopoly on violence applies, and then abdicate themselves in civil suits when they're held accountable for ethical dilemmas. To get away with it, they have to limit the average Joe and upsell the government the full product.