Part III: Principalities and Powers

The Commanding Heights · Oct 29, 2026 · 49m

America and China will become the only countries capable of sovereign expression because only they can continually develop frontier models. Intelligence will splinter into a commercial and sovereign frontier, with the latter being locked behind SCIFs and developed by lab subsidiaries for statecraft, not cash flow. China can publish cheap open-weight models and accept low valuations for its labs because it is not subject to the American 401(k) class. These sovereigns will exercise control over model-producing firms without formally announcing nationalization. Read by an AI voice. Read it, with…