Is “the AI race” a myth? Director of the Freeman Spogli Institute for International Studies Colin Kahl argues that rather than a winner-take-all AI race, we’re heading for an AI bipolarity, where the U.S. leads in some aspects, like frontier models and AI as a Service (AIaaS), while China scales “good enough” infrastructure and robotics. Colin and Mira dig into compute politics – the Nvidia H200 decision, export controls, and the risk of a U.S.-enabled Chinese stack – and what enterprise adoption means for productivity and jobs. Finally, Colin shares his insights on the situation unfolding in and with Iran.
What Comes Next with Mira Rapp-Hooper is produced by Rivan Dwiastono, executive produced by Lauren Dueck, with editorial input from Prashant Jha. It contains music by Cody Martin via Soundstripe.
What Comes Next is a production of The Asia Group, and is powered by TAG AI, TAG's geopolitical decision engine for businesses.
