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Culture War Roundup for the week of July 27, 2026

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How much capital do they need to keep accelerating? Hundreds of billions? Trillions?

Scale is all you need. We are at the beginnings of RSI. Anyone (except, apparently, Google) can build a frontier model, capable of research, for the chump change of $1B, or likely less. An extra $10B, though, and you can build it and its successor faster. Promises of the light cone let you raise that money easily, but threats to have to share it make investors start asking (somewhat irrationally) how much of the light cone they get. That slows you down. Not that OAI and Anthropic are exactly hurting for capital, but at the margins it makes a decelerationist difference.

All plausible negative impact of Chinese labs, distillation or whatever, can be negated by roughly 2 months of regular progress.

Curious how you got that number, though I agree any delay they introduce is on the order of months. Even two months, though, is a long time nowadays.

(The strongest argument for a Chinese accelerationist effect is the closed labs can easily incorporate their research and experiments into their own models. I don't think that matters: whatever ideas are coming from humans in any lab are being automated.)

I don't think that matters: whatever ideas are coming from humans in any lab are being automated.

Not remotely true now. But when it becomes true, well, the side with more GPUs will move faster.

Still, Wenfeng is likely to be simply correct that "labs" get 0% of the light cone.