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On 2026-06-26, @johnloeber argues that in rivalries like the US vs China in AI…

2026-06-26 · 03:54 UTC ·@johnloeber ·1 min read

Brief

John Loeber (2026-06-26) argues that in competitive rivalries—exemplified by the US and China in AI—a slowdown by one side typically prompts the other to accelerate rather than relax. He predicts the gap could be treated as an opening, potentially triggering a Chinese state-capacity campaign to capture the international AI market.

Why it matters

On 2026-06-26, @johnloeber argues that in rivalries like the US vs China in AI, when one side slows the other 'goes even faster'—pushing harder to overtake or to establish a permanent lead.

Key details

  • He warns this dynamic could kickstart a Chinese state-capacity effort (a government-led push) to win the international AI market.
Source evidence

An afterthought about an important competitive dynamic that many people don't appreciate:

When you have two close rivals -- for example, the US and China in AI -- and one of them slows down, the other does not slow down. You might think they'll slow down because they now need less effort to hold the pace, but no. The other goes even faster and pushes even harder to overtake them, or to establish a permanent lead. They see the temporary opening as their break, their chance to win.

Not sure if that's what we'll see here, but I wouldn't be surprised if this kickstarts a Chinese state-capacity effort to win the international market with their AI.