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Karina Nguyen puts forward the view: winning the competition does not necessarily require becoming an AI company. She believes that enterprises that control scarce physical assets while using AI extremely well can capture enormous economic value even if they do not build their own models. Citing copper mines and vertically integrated clothing manufacturers as examples, she points out that when similar intelligence can be bought cheaply, lasting advantage lies in the quality of the ore deposits and the cost of extraction. Currently, this view was published by Karina Nguyen on October 25, 2026, and there are no subsequent developments or facts.
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Oct 25
Karina Nguyen
Karina: You Don't Have to Be an AI Company to Win
Karina Nguyen argues that winning the competition doesn't necessarily require becoming an AI company: enterprises that control scarce physical assets while also using AI extremely well can capture enormous economic value even if they don't build their own models. Using copper mines and vertically integrated apparel manufacturers as examples, she points out that when comparable intelligence can be bought cheaply, lasting advantage lies in ore deposit quality and extraction costs.