Houman Asefi(@houmanasefi):The biggest mistake governments are making about AI: They think AI is a software race. It isn't. It's an industrial infrastructure race. A nation without compute is a nation renting intelligence from someone else. A country that does not control: energy chips data centers AI infrastructure will become a customer. Not a competitor. We learned this lesson before. Oil shaped the 20th century. Compute will shape the 21st. AI policy cannot just be about safety and regulation. It needs to be about industrial strategy. Follow me if you want to understand the economy being built underneath AI.

2026.06.03 05:26

The biggest mistake governments are making about AI: They think AI is a software race. It isn't. It's an industrial infrastructure race. A nation without compute is a nation renting intelligence from someone else. A country that does not control: energy chips data centers AI infrastructure will become a customer. Not a competitor. We learned this lesson before. Oil shaped the 20th century. Compute will shape the 21st. AI policy cannot just be about safety and regulation. It needs to be about industrial strategy. Follow me if you want to understand the economy being built underneath AI.