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the-decoder.com
Blog post
Ex-Google CEO Eric Schmidt calls OpenAI and Anthropic modern colonial trading companies
The piece argues that the US and China are building rival AI empires whose power depends on energy, minerals, and capital; governance, debt, and geopolitics shape AI progress, with OpenAI and Anthropic likened to East India Companies. It highlights bottlenecks, costs, and geopolitical risks, including Taiwan’s chip dependence, and proposes a Cold War–style AI détente to limit capability growth.