When rival great powers are racing to master a technology, national‑security and strategic incentives make governments reluctant to allow a full industry collapse. That geopolitical lock‑in means market corrections are more likely to be temporary, and regulatory attempts that would cripple domestic AI production face high political friction.
— If true, this reframes political risk: policy debates about slowing AI are constrained not just by economics but by strategic competition with China and allied security concerns.
Wolfgang Munchau
2026.11.09
100% relevant
Wolfgang Munchau argues that China’s near‑parity and national security competition make it impossible for the US to 'un‑invent' AI or to cripple Nvidia without harming security; he cites the Nasdaq correction, EU AI Act and Democratic caution as concrete inputs.
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