Ethan Mollick: Clarifying the Dimensions of US-China AI Competition
emollick · x · 2026-07-06
Ethan Mollick points out that discussions around US-China AI competition must first clarify the specific dimensions, as stakeholders disagree on what exactly is being contested. He outlines at least six levels of competition: corporate profits, scientific achievements and global prestige, business models (open-source vs. closed-source), the sale of national-level complementary asset 'stacks' (chips, power, software), and national security capabilities. He warns that conclusions can vary entirely depending on the dimension being analyzed.
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