The US-China AI race is a race no one can win and no one can afford to lose. Every great power competition in history was for territory, resources, or weapons. This one is the first that is for none of them. It is a race for the substrate of intelligence itself. The stakes are not geopolitical anymore. They are ontological. And here is the trap. Intelligence compounds exponentially. Slow down for a year and the other side does not slow down with you. They compound past you. A six-month lead becomes a decade gap. A decade gap becomes uncrossable. Whoever gets to ASI first owns it forever. No nation can accept that. So neither side can ease off. Not for a quarter, not for a month, not for a week. They have to run, harder and faster, forever. And the game itself cannot end. Intelligence has no finish line. AGI is not the finish, it is the inflection. ASI is not the finish either. There is no finish. There never was. The greatest game ever played, with no whistle, no winner, and no end. The universe is using both sides to make itself more intelligent. It’s all part of the Universal Code. The Universe's first Law is that is solves for output of intelligence per until of energy. You might not be able to see it yet but that is the Great Game...

There is a rising probability that we have a super cycle based on: Increasing interest payments that need monetizing via the bank of system The reliance on short term bill issuance reducing cyclically of debt rollover. The largest capex boom in history based on the most important tech ever. An potential explosion in bank credit to finance the capex A global race between China and the US that can't be stopped. The only thing that stops this is if services inflation disinflation (via productivity) doesn't offset goods inflation. It did in the 90's but that is the key variable now. According to the Universal Code, almost all available capital will flow into increasing output of intelligence per unit of energy (and the lowering of electricity costs) at the transition phase when we enter the Economic Singularity ie when intelligence exponentially increases faster than current economic and political systems operate. Not a certainty but a rising probability