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Serenity (@aleabitoreddit)Serenity@aleabitoredditPost2026-06-13

The author comments on the start of AI supremacy wars, highlighting supply chain bottlenec

The author comments on the start of AI supremacy wars, highlighting supply chain bottlenecks from export controls (e.g., AXTI) and the distillation of Anthropic models from Singapore to China. They argue that keeping advanced AI models domestic helps preserve American dominance and question global access to superintelligence.

The AI supremacy Wars begins. Think a lot of the upstream supply chain bottlenecks caused by each Country export controlling each other (eg. $AXTI) Should present some interesting opportunities in the near future. That being said, Anthropic was getting distilled left and right in Singapore -> China and others. Hot take, but steps like this do help preserve American dominance in AI, keeping the most advanced model at home. I don’t think Superintelligence should be global access, since we’re starting to get into uncharted territories.
Original postX / @aleabitoreddit

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The author points out that supply chain bottlenecks from export controls are creating interesting opportunities, and AXTI is explicitly mentioned as a beneficiary.

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