Thread: government AI strategy devolves into winner-picking, contract list shows little real traction
Afinetheorem · x · 2026-10-30
Afinetheorem argues a national AI strategy isn't a serious bid to build frontier models domestically — just old-fashioned government winner-picking. Contract evidence: early '25 deals were vendors (Oracle, Dell, Fujitsu, Notion, Salesforce, SAP); today it's investors/co-sellers (Bell, Schwarz), government-required sales (TKMS), domestic bank trials (TD, RBC), resale partners (PwC, Fujitsu) and one arms-length deal (RWS) — contrasted with Mistral at the same valuation.
Related event: Economists Slam State-Backed AI Bets as Taxpayer-Funded Winner-Picking(3 posts)→
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