The competition in AI infrastructure is framed as a binary, geopolitical choice. The future will be dominated by either a US-led AI stack or a Chinese one. This perspective positions edge infrastructure companies as critical players in national security and technological dominance.

The primary cleavage in both Chinese and US online society is not political but based on wealth and agency. A deep pessimism exists among everyday users, who feel like "non-player characters" (NPCs) used by technology, contrasting sharply with the optimism of the tech elites building these systems.

As America's global dominance wanes, power is bifurcating into two distinct successor empires. China is winning the physical world of manufacturing and military hardware. Simultaneously, the internet is winning the digital world of media (AI, social) and money (crypto, smart contracts). This succession has already occurred but has not been fully priced in by global markets.

The feeling that AI development is a "race" is unique to this tech era. According to Aetherflux founder Baiju Bhat, this urgency is fueled by geopolitical competition between the U.S. and China, who both view AI leadership as a national strategic priority, unlike previous consumer-focused tech waves.

China's national AI strategy is explicit. Stage one is using AI for Orwellian surveillance and population control within its borders. Stage two is to export this model of technological authoritarianism to other countries through initiatives like the "Digital Silk Road," posing a major geopolitical threat.

The political landscape is not a simple left-right binary. It's a four-way conflict between distinct factions: the internet (tech), Blue America (media), Red America (manufacturing), and China. Each engages in specific clashes, like the 'tech clash' (internet vs. blue) or the 'trade war' (red vs. China), which better explains modern global tensions.

China identifies top talent early through a brutally selective system, not a mass-production factory. Graduates from these programs disproportionately found and lead the nation's most important tech and AI companies, directly linking this educational pipeline to its global technology ambitions.

The 21st-century geopolitical contest is not a symmetric USA vs. China rivalry, but an asymmetric conflict between China’s vertically integrated state (CCP) and the decentralized internet (BTC). As the U.S. declines, Bitcoin represents a fundamentally different and more resilient alternative order.

Tech professionals are becoming a modern 'market-dominant minority'—an identifiable class that wins economically but is outnumbered democratically. Like historical parallels (e.g., Jews in Germany, Chinese in Southeast Asia), this status makes the industry a target for backlash from a frustrated majority, fueled by envy and political opportunism from both the left and right.