I feel like the tale of Chinese AI is going to play out more or less like the tale of Chinese electric vehicles. The U.S. is going to hold onto a model that doesn’t actually make sense anymore, and attempt to limit the better product instead of taking the necessary steps required to adapt.
"'The way I’d put it,' the auto journalist Martin Padgett told me recently, 'is that we pulled a U-turn while the rest of the world was pushing forward.'” Look at global EV trends, then look at the US auto market. The US is heading for a Thelma & Louise style cliff. www.nytimes.com/2026/07/15/m...