Keen On America

The AI Race is a Myth: Why "Who's Winning" is the Wrong Question

Nov 30, 2025
In this engaging discussion, Keith Teare, a tech entrepreneur and investor, reveals why framing AI as a race is misleading. He introduces the three C's: capabilities, capital, and civics, emphasizing that understanding these elements is crucial for assessing AI's progress. Teare argues that we're in an endless cycle of innovation, not a competition with winners and losers. They also explore the potential impacts on industries and politics, noting that equitable distribution of AI's benefits is essential to avoid societal upheaval.
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INSIGHT

AI Is An Endless Innovation Cycle

  • The AI scene is not a race with a finish line but an endless, accelerating innovation cycle.
  • Large language models are powerful today but are likely not the final form of AI.
INSIGHT

LLMs Fake Intelligence

  • LLMs excel at appearing intelligent but remain fundamentally 'guessing machines'.
  • Some lab breakthroughs like AlphaFold show forms of problem-solving closer to real intelligence.
INSIGHT

Google's Ad Data Is Strategic Advantage

  • Google currently benefits from owning a huge paid-links and clicks database that helps monetize AI interfaces.
  • Click rates may decline in AI interfaces but Google's real-time ad data gives it monetization leverage.
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