Essay series · 4 parts

The AI Race

Started in 2023 as a personal quest to understand the relationship between history, geopolitics, and technological innovation. The early essays framed the race toward AGI as this century’s atomic race. The series picks back up in 2026, when the race changed shape: the question is no longer only who builds the most capable intelligence, but who captures the value when intelligence becomes free. These are low-resolution arguments, not definitive analyses.

Part 1

The World Stands at the Brink of TransformationOpening essay of the series. Drawing on Ray Dalio's changing world order, it contrasts China's singular, patriotic strategy for AI with the United States' fragmented approach — and asks which posture wins the race that will shape the next global order.Aug 2023

Part 2

AI in the Geopolitical ChessboardDraws the parallel between the atomic race and the race to AGI: the USA's call to unite forces, China's likely resistance, India's tech renaissance, and why the nation that harnesses the next big thing first gains outsized influence over global events.Aug 2023

Part 3

Centralization vs. DecentralizationMaps the ideological split inside the AI industry — doomers versus boomers, the Sam Altman drama — onto the structural contrast between America's fragmented, competitive landscape and China's centralized strategy, with lessons from the atomic era.Nov 2023

Part 4

Who Wins When Intelligence Becomes FreeThe cost of intelligence is collapsing. A map of who captures the value, with five predictions you can check.Jul 2026