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AI Ownership - Countries

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AI Ownership - Countries

The Coordination Dilemma

The distribution of AI capabilities among nations creates a classic coordination dilemma analyzed in the international coordination game.

Game-Theoretic Dynamics

Game-theoretic modeling shows that defection (racing) mathematically dominates cooperation when actors believe cooperation probability falls below 50%—a threshold currently unmet in US-China relations. This creates multipolar trap dynamics where rational actors pursuing individual interests produce collectively catastrophic outcomes.

Both superpowers are "turbo-charging development with almost no guardrails" because neither wants to slow down first.

Why Geographic Concentration Matters for Safety

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Mechanisms

MechanismEffectExample
First-mover pressureReduces safety investmentWinner-take-all competition
Export controlsStrains cooperationUS semiconductor restrictions
Coordination failureEnables racingNo binding agreements

Current International Landscape

Coordination Mechanisms

InitiativeScopeBudgetEffectiveness
AI Safety Institute network11 countries~$150M combinedEmerging
Council of Europe AI Treaty14 signatoriesN/AFirst binding agreement
US-China bilateral dialogues2 countriesN/ALimited by competition
Private sector investmentGlobal$100B+ annuallyDwarfs public efforts

Key Uncertainties

QuestionPossible Answers
Do US-China dynamics inevitably tend toward confrontation?Confrontation vs. cooperation through mutual catastrophic risk awareness
Do democratic nations maintain structural advantages?Innovation ecosystem vs. state-directed focus
Can alternative power centers influence trajectory?EU, UK, emerging economies as third pole vs. bipolar lock-in
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What Drives Country AI Distribution?

Causal factors affecting national AI capabilities. 94% of AI funding in US; US-China competition dominates.

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Node Types
Root Causes
Derived
Direct Factors
Target
Arrow Strength
Strong
Medium
Weak

Scenarios Influenced

ScenarioEffectStrength
AI Takeoverweak
Human-Caused Catastropheweak
Long-term Lock-in↑ Increasesstrong

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