The Last Mile of AI: Winning Depends on Diffusing Intelligence Into the Physical Economy

marcbhargava · x · 2026-09-22

In the essay The Last Mile of AI, the author argues that Silicon Valley's debate over where AI value accrues—frontier models, the application layer, or enterprises—is secondary. The more fundamental question: America's success in the AI race hinges on how quickly intelligence diffuses into the physical economy, echoing how past general-purpose technologies like electricity spread.

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