We’ve talked about the Trump administration’s desire for change in Europe. It has everything to do with countering China’s influence, and restoring U.S./European alignment.
Meanwhile, the Europeans have doubled down on failed policies. So has Canada. And Canada, the European Union and Australia have, in recent weeks, talked up the idea of a new “global order” where they could combine forces to become a “third pole,” to match U.S. and China powers.
They’re missing a very important consideration: The world is already in a two horse race for AI supremacy (and they aren’t one of the horses).
As the CTO for Palantir has said, “the AI race is a winner takes all.”
The winner will set standards, attract talent, and determine what technology gets embedded into governments and critical infrastructure. And that will mean the difference between AI that serves humanity, or AI that controls humanity (serving the interest of the Chinese Communist Party).
As you can see in this chart, the race is very, very tight.
And if we listen to the guy that runs the company that’s in the lead (Dario Amodei at Anthropic), this growth curve for model intelligence is about to go vertical — the AI is good enough to improve itself (and direct machines) such that progress starts going vertical.
This is why, at the AI Action Summit in Paris last year, JD Vance rejected the EU’s “global” AI agreement — because it would slow the innovation and hand to global leadership torch to China. Instead, he said partner with the U.S. or “chain your nation to an authoritarian master” (i.e. China).