AI Race Shifts to the Compute Layer
thealexbanks · x · 2026-07-19
The author argues that winning the AI race is no longer just about "who has the best model". It has shifted to two more fundamental questions: who controls the compute layer, and who is willing to give away intelligence for free to secure long-term advantages.
Referencing a week of AI news, they mention: Google Gemini can now generate videos starring your AI clone; Meta is in talks to lease $10 billion worth of compute from Anthropic; and Mira Murati's Thinking Machines open-sourced a 975B parameter model for free.
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