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Henry Lee's avatar

What a fantastic read and what we are trying to build/rectify at Cultivarium.

Jonathan's avatar

Awesome piece Kyle! The one place I'd be curious to push on is the dismissal of Google given, by your own three rules, it may be the closest thing the US actually produced: ad auction rents paid for genuinely open-ended research, the TPU and the data center fleet seem to be a real Western Electric comp, and the value leaked outward almost exactly the way the 1956 consent decree forced Bell's to (MapReduce became Hadoop, Borg became Kubernetes, and the transformer paper underpinned OpenAI and Anthropic). This of course expands and becomes more nuanced when you include other ancillary areas like Everyday Robots which folded in Deepmind (notably an acquisition) but which is foundational in the developmental of the physical world including RT-1, RT-2, and Open-X Embodiment. That's not to even mention Waymo or the many other less household named projects within GoogleX / Moonshot Factory (e.g., Loon, Tapestry, Dandelion).

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