AI's low-trust prisoner's dilemma: Q3 review plus Cognition CEO Scott Wu interview

htaneja · x · 2026-11-12

A Q3 industry review argues AI is stuck in a prisoner's dilemma built on low trust: nations, frontier labs and infrastructure companies all race because none can see what others are doing. It lays out four ways out — move first, improve the signal, change the payoffs, lengthen the shadow of the future — and argues markets still underprice resilience. Includes a sit-down with Cognition CEO Scott Wu on the dilemma, Cognition's trajectory, and diffusion into critical industries.

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