"Industrial AI is usually cope": a case for US-made tokens, allies-made robots alliance
DavidDuvenaud · x · 2026-10-09
Anton Leicht argues most "industrial AI" strategies are cope—countries bet on legacy-industry data and protectionism instead of frontier AI, conveniently protecting incumbents. But industrial assets do matter: turning "a country of geniuses in a datacenter" into cancer cures, missiles, and humanoid robots requires manufacturing capacity.
His proposed deal: America makes the tokens, allied middle powers turn them into real-world products—capturing AI-driven growth and gaining leverage over US AI, forming a stable post-AI Western alliance. Two failure modes to avoid: arrogance (going it alone and falling behind) and naiveté (letting America take what it needs, reshore, and discard allies).
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