Almost all of the major tech companies are either HQ'ed in the US or have a very significant US entity, and make up probably about half of the S&P500. The US's power has changed and is actively changing, but the US still holds all the cards in 2026.
reply> the US still holds all the cards in 2026
replySo, the last time an AI-related export control was imposed - NVidia chips deemed to be "too powerful" - how do you think that will work out? If the US is holding all the cards, why is China now refusing their chips?
Don't you think these types of restrictions will weaken rather than empower the US?
> Don't you think these types of restrictions will weaken rather than empower the US?
replyI do. But I think the US is currently in a position of strength that they are continually undermining.
They're undermining their position of strength precisely by using these types of restrictions. That's the point I'm trying to make.
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