Trump as the Duke of York. The OpenAI ecosystem. Boost-phase interception & the first AI-war.
Source: Chartbook
The real signal isn’t America’s GDP per capita—it’s that we’re witnessing a critical transition where AI supremacy (not traditional economic metrics) will determine geopolitical dominance, and the U.S. advantage in the OpenAI ecosystem represents a fragile first-mover position that could evaporate if China or others achieve their own “boost-phase interception” moment in AI capability. This reframing from steady-state economic competition to winner-take-most AI races fundamentally alters what “economic upside” actually means going forward.