Delphi Intelligence

@delphi_intel

Deep research spanning AI, robotics, and adjacent technologies.

delphiintelligence.io

Joined April 2025

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Delphi Intelligence
@delphi_intel
Feb 12
The US-China decoupling could force both sides to borrow from their rival. The US has been in harvest mode for 25 years, extracting value from its institutions and capital markets while underinvesting in foundations. China took the opposite path, suppressing wages and
Rawson 🙏
@PonderingDurian
Feb 10
Article
But, of course, the US and China will end up becoming each other
There is a lot of money to be made in the next five years from the simple thesis that China and the US will become more like each other. The irony of the superpower decoupling is that each will be...
Delphi Intelligence
@delphi_intel
Jan 15
"The US and China are making fundamentally different bets on AI. The US is betting on superintelligence. China is betting on commoditized intelligence." Read more here👇
Rawson 🙏
@PonderingDurian
Jan 13
Article
26 Predictions for 2026
2025 was the year of open source. It was also the year of China. It was the year America realized that it was not alone in the AI race. If 2023-2024 were a New Hope, with OpenAI and Co. unleashing the...
Delphi Intelligence
@delphi_intel
Dec 4, 2025
Are humanoids the future or just another bubble? It could be both. AI task completion is doubling every 7 months. Costs keep falling. By 2050, we're looking at tens of millions of humanoids globally, possibly hundreds of millions. Global labor is sized in the tens of
Delphi Intelligence
@delphi_intel
Dec 3, 2025
Nous Founding Engineer discusses the structural gap in American AI. "The big part of the challenge is the incentive scheme. How do you actually finance creating a pretrained model? China has solved this to some extent where they can release these open foundation models. We have
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Delphi Intelligence
@delphi_intel
Dec 1, 2025
Who will win the AI race? The US and China are running fundamentally different races that could both be necessary in the long term. One prioritizes frontier advancement and individual freedoms while China prioritizes rapid diffusion and societal harmony. The tension between