Part 10/17:
Karen How narrates that the shift from an open source ethos to a scaling race was driven by the realization that capital—especially compute power—was now the bottleneck. This transition was complemented by internal disagreements and a pivot to profit models, aligned with a broader Silicon Valley ideology. The race is also motivated by a desire for monopoly—first mover advantage on AI leadership equates to unprecedented economic and geopolitical dominance.