I humbly accept it's very difficult to game this out with any degree of confidence, especially as other countries deploy more resources.
But the questions about viability of the labs because of export restrictions is not in my cone of uncertainty. If you believe the labs' implied/stated objectives, the end goal is eating all human-driven GDP, and the US is still the largest single-market economy in the world, last I checked. Keeping the politics of AI-driven unemployment aside, economy-wide automation would make the US wealthy beyond imagination.
US exports as a whole is only 10% of the GDP. I am not aware of the international revenue share for OpenAI/Anthropic.
But the questions about viability of the labs because of export restrictions is not in my cone of uncertainty. If you believe the labs' implied/stated objectives, the end goal is eating all human-driven GDP, and the US is still the largest single-market economy in the world, last I checked. Keeping the politics of AI-driven unemployment aside, economy-wide automation would make the US wealthy beyond imagination.
US exports as a whole is only 10% of the GDP. I am not aware of the international revenue share for OpenAI/Anthropic.