Training a frontier model achieves almost nothing by itself; all the economic and military power comes from deploying it, and deployment is what consumes the compute.

war Armed conflict and preparing for it: military spending, alliances, and what changes when machines are in the loop.

innovation Where new things come from and how they spread: invention against diffusion, and being near the factory floor.

ideas vs execution Whether the idea or the execution behind it is what actually decides an outcome, and who deserves the credit.