Ben Thompson Is Wrong: The Panic in US AI Labs Is the Most Rational Thing Happening Right Now
Ben Thompson argues US frontier labs shouldn’t panic because they still hold structural advantages. He’s wrong. The panic is rational because the moat isn’t shrinking β it’s becoming irrelevant. Open-source models, decentralized compute, and forced efficiency under sanctions are creating feedback loops that could shift AI’s center of gravity faster than anyone projected. The labs that are afraid are the ones that might survive.