AI is not only software. It stands on six layers, each built on the one below: the planet, chips and data centres, data, models, applications, and the people and institutions who use and govern it.
Company marks on the drawing are used to say who sits where. They belong to their owners.
A better model earns a lead. A lead raises money. Money buys compute. Compute makes a better model. Whatever a rival ships shrinks the lead, which raises the pressure to ship faster and test less.
Nobody in this loop is reckless. Each is reacting to the last move. Part two draws the loop, and the checks that should slow it and do not.
Part two is being drawn