> Still not sure how I feel about China of all places to control the only alternative AI stack, but I guess it's better than leaving everything to the US alone.

Fully agree. From a US perspective, that sucks. For everyone else it's pretty great.

At this point the world's opinions of China are better than those of the US in some polls. One country invests and helps build infrastructure on a massive scale globally, the other alienates allies, causes countless conflicts, and openly threatens to end civilizations.

Indeed, even if one isn't partial to China, there's reasons to be glad that an increasingly hostile US has powerful competition.

> This is about who will dominate the world of tomorrow.

For this you'd need a technological moat. So far the forerunners have burned a lot of money with no moat in sight. Right now Europe is happy just contributing on research and doing the bare-minimum to maintain the know-how. Building a frontier model would be lobbing money into the incinerator for something that will be outdated tomorrow. European investors are too careful for that - and in this case seem to be right.