AI as New Global Power?

The podcast explores whether AI is becoming the new anchor of geopolitical power, examining the growing divide in AI access and strategies between the U.S., the global south, and potentially Europe. It highlights the tension between the U.S.'s vision of "real AI sovereignty" through integration with the American AI stack and other nations' skepticism about dependence on proprietary systems, citing concerns about control, explainability, and data ownership. The discussion touches on the potential trade-offs between superior but proprietary AI models and open, free models, questioning if the quality difference is acceptable. The U.S. strategy of using AI as an anchor asset to its power, similar to military power post-World War II, is also analyzed, considering its durability given countries' unease about dependency. The podcast further suggests investors monitor the pace of model progress, particularly the upcoming releases from major American LLM players, to understand the evolving landscape.