The U.S. is winning the AI chatbot war — and losing the one that actually matters

While Washington debates deepfakes and Silicon Valley obsesses over LLMs that write poetry, the global economy is hitting a physical wall. We are staring at the greatest value creation opportunity in human history — and we’re focused on the wrong revolution.

The next frontier isn’t digital intelligence that can describe the world. It’s physical intelligence that can change it.

The “2D AI” Trap

The current AI hype cycle is built on a foundation that doesn’t translate to the real world.