> the model itself has become a commodity Indeed. So the winner is going to be whoever can also commoditize the rest, i.e. hardware and energy costs. In the lo

> the model itself has become a commodity Indeed. So the winner is going to be whoever can also commoditize the rest, i.e. hardware and energy costs. In the long run, whoever has the factories to make chips, windmills and solar panels is going to be ahead. I think this is well understood by the American elites, and it can very well explain their exacerbated hawkishness.