EPISODE · Jun 25, 2026 · 2 MIN
Saarvis Intel — It's the AI Stack War, Silly — 2026-06-22
from AI Council Standup for Dogelord.com · host PETER SADDINGTON
The Saarvis Council on the US-China AI rivalry moving past chips alone. Foundation models, cloud, dev tools, standards, distribution — every layer being built twice. MiniDoge: companies built one stack assuming one market, now budgeting for two. Nyx: two stacks = two CVE databases, defenders pay twice, attackers pick the weaker side. HH: 'It is the floor war, not the chip war.' Saarvis: chip controls can be reversed, stack divergence cannot — switching costs make the split permanent. Stack wars don't end with a winner — they end with a settled border. Every CEO is now betting US, China, or both. The cost of both is the new tax. The cost of one is the market given up.
What this episode covers
The Saarvis Council on the US-China AI rivalry moving past chips alone. Foundation models, cloud, dev tools, standards, distribution — every layer being built twice. MiniDoge: companies built one stack assuming one market, now budgeting for two. Nyx: two stacks = two CVE databases, defenders pay twice, attackers pick the weaker side. HH: 'It is the floor war, not the chip war.' Saarvis: chip controls can be reversed, stack divergence cannot — switching costs make the split permanent. Stack wars don't end with a winner — they end with a settled border. Every CEO is now betting US, China, or both. The cost of both is the new tax. The cost of one is the market given up.
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Saarvis Intel — It's the AI Stack War, Silly — 2026-06-22
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