The Soft Antichrist Of The AI Age: What Everyone Is Missing About The US-China Arms Race

I. The word

Peter Thiel spent the back half of last year giving private lectures on the Antichrist, and the word has been loose in the discourse ever since. His political reading is the old one. The Antichrist is not a cartoon devil. He is the figure who arrives offering peace and safety, and who uses the fear of catastrophe to install one universal order. In Thiel’s telling that figure is a regulator. He stops technology in the name of survival. The price of the peace is stagnation.

I want the frame. I do not want his conclusion.

The more probable figure is not the one who promises safety. It is the one who promises growth. Most of the world does not lie awake about existential risk from machine intelligence. It lies awake about electricity, logistics, credit, tax collection, and a median citizen who is twenty four and needs work. To that world the universal offer is not a moratorium. It is a stack. Cheap. Financed. Hosted. Present. Already attached to the handsets, the ports, and the power.

That is the soft Antichrist. It does not arrive with a speech about ending history. It arrives as the only AI that can grow your GDP.

I am not writing theology. I am writing underwriting.

II. The comforting story

The market is telling itself a story. The AI race is a contest of models. America builds the best systems. China copies. Europe regulates. Capital therefore clusters around closed labs, chipmakers, and hyperscale cloud. The scoreboard is a benchmark table.

That story is not false. It is incomplete in a way that misprices power. It treats the richest customers as the only customers that matter. It treats evaluations as destiny. It treats national power as a software demo.

I disagree.

The race will be decided by who becomes the default operating system for the economies that still have the most growth left. Those economies will not adopt AI as a lifestyle product. They will adopt it as a growth tool. They will take the stack that is cheap, present, financed, and attached to what they already run. If that stack is Chinese, Beijing does not need to conquer anyone. It only needs to become expensive to leave.

III. Where the mass actually is

When Sargasso maps AI adoption across emerging GDP rather than across model releases, the picture is not the one the market is priced for.

Start with the denominator. On purchasing power terms, IMF projections for 2026 put China at about $44.3 trillion against $32.4 trillion for the United States. India is near $18.9 trillion. Indonesia clears $5.4 trillion and Brazil $5.2 trillion. Turkey is at $4.0 trillion, Mexico $3.6 trillion, Saudi Arabia $2.9 trillion, Egypt $2.6 trillion, Nigeria $2.4 trillion. Nominal dollars still flatter America, and by a wide margin. China’s nominal print is about $20.9 trillion against the same $32.4 trillion for the United States. Both numbers are true. They answer different questions. Nominal tells you who can buy foreign assets. PPP tells you how much physical and administrative activity there is to automate. For an adoption thesis, the second number is the one that matters.

Ray Dalio has been describing the political consequence in plain terms. He calls it a tribute system. A hierarchical order in which leaders travel to Beijing to acknowledge relative power in exchange for access and stability. He ties it to a growing view abroad that American security guarantees will not be honored under stress. I take the framing seriously. I do not treat it as scripture. Ports and rail were the first set of rails. Models will be the next set.

IV. The evidence is already in the download data

This part of the argument is no longer speculative.

Over roughly four years, the American share of model downloads on Hugging Face fell from about sixty percent to the mid teens by late 2025, according to reporting in The Wire China. Hugging Face’s own one year review of the DeepSeek moment is blunt on the composition shift. DeepSeek R1 became the most liked model on the platform in its history. The top of that list is no longer majority American. Baidu went from zero public Hugging Face releases in 2024 to more than one hundred in 2025. ByteDance and Tencent raised their release counts eight to nine fold. Of newly created models under a year old, downloads for Chinese models surpassed any other country, including the United States. Western startups and researchers now routinely fine tune Chinese base models because those are the largest open weights available.

The Wire China’s Southeast Asia reporting puts the commercial logic in local language. A Jakarta lab head said developers will always pick the cheapest one. A Malaysian founder said he wants the biggest model and there is no Western open source offering at that size. Chinese cloud providers were running thirty seven availability zones across six Southeast Asian regions against thirty across four for the Western field.

None of this shows up cleanly in a frontier benchmark table. All of it shows up in switching costs three years from now.

V. The institutional layer

Beijing is not leaving the volume layer to price alone. In July 2026 it stood up the World Artificial Intelligence Cooperation Organization in Shanghai, with twenty nine founding members. Public reporting names Russia, Kazakhstan, Pakistan, Indonesia, Brazil, and a broader set spanning Africa and Latin America among the signatories. The five year commitments attached to the body, as reported by Caixin and The Diplomat, are unglamorous and therefore serious. Training placements. Joint application centers with regional blocs. A weather early warning system deployed into dozens of countries.

Read that list as an underwriter. Training placements create the administrators who will write the next procurement. Application centers create the reference deployments. Weather systems create dependency inside a ministry that cannot afford an outage. Standards get set that way. Not with a better model. With a bureaucracy that has already learned one.

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Polls Show Europe Wants War

The latest polling from Europe exposes the hypocrisy behind the entire war campaign. Europeans have been frightened into supporting larger military budgets, common European debt, weapons for Ukraine, and an EU defense structure, but when they are asked whether they would personally pick up a rifle, the enthusiasm suddenly disappears. They support war in theory as long as Ukrainians, professional soldiers, or somebody else’s children are forced to die for it.

The European Council on Foreign Relations surveyed 19,481 adults across 15 European countries in May 2026. The results were presented under the absurdly triumphant title “Europeans are ready to defend themselves,” yet the underlying figures tell a far more complicated story. Europeans may be prepared to borrow money and purchase weapons, but most are not prepared to bear the physical cost of the policies they endorse.

The EU’s Spring 2026 Eurobarometer found that 81% support a common European defense and security policy, while 76% believe Russia’s invasion of Ukraine threatens EU security. Another 76% said the EU should continue supporting Ukraine until a “just and lasting peace” is achieved. Those phrases are deliberately vague.

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WHO’S LEAKING AMERICA’S MILITARY SECRETS? Top Pentagon Officials Forced to Take Polygraphs After Classified Weapons Stockpile Information Reaches Media

Some of America’s highest-ranking military officials were subjected to polygraph examinations during a sweeping Pentagon investigation into the leaking of highly classified information about the nation’s weapons stockpiles.

President Donald Trump was reportedly furious after sensitive details concerning America’s supply of sophisticated weapons appeared in media reports.

According to leftist CBS News, several dozen officials were questioned earlier this summer, including officials assigned to U.S. Central Command and other combatant commands.

The scale of the polygraph operation was described as extraordinarily rare.

Although high-ranking military and civilian officials with access to top-secret information routinely undergo periodic polygraph examinations, sources told CBS that the large number of officials summoned at once indicated that investigators were conducting a targeted leak probe.

The questioning reportedly covered a range of national-security matters, including whether officials had provided sensitive military information to members of the media.

Two sources claimed that none of the officials failed the questions specifically designed to identify the leaker.

Joint Chiefs of Staff Chairman Gen. Dan Caine was reportedly not among those polygraphed.

The New York Times first reported the broader hunt, saying investigators put roughly 50 members of the Joint Staff through polygraphs in August after a wave of stories about depleted stocks of long-range missiles, Patriot interceptors, and other finite munitions as the United States fights Iran.

Chief Pentagon spokesman Sean Parnell told CBS Friday night the Department “does not comment on internal personnel or investigative matters but takes all leaks of classified national security information extremely seriously and investigates accordingly.”

“Securing classified information is critical to ensuring the security of the United States and of our troops deployed around the world,” Parnell said.

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Report: Dozens of Suspected ‘Directed Energy Attacks’ Carried Out Inside the United States

Award-winning journalist Catherine Herridge shared shocking details from an exclusive report on Thursday about an investigation into “energy attacks” that may have taken place on American soil.

Herridge appeared on NewsNation to share what she’d learned, saying, “According to my national security contacts, I understand multiple incidents of suspected directed energy attacks were reported in 2021 involving U.S. government personnel who were investigating directed energy weapon technology and trying to reverse-engineer a device.”

“These debilitating brain injuries affecting diplomats, spies, military operatives, and even civilians are known as Havana Syndrome, after a cluster of cases were identified in Cuba a decade ago,” she continued.

“I understand that more than two dozen suspected incidents had been reported inside the U.S., including a significant number of cases at an off-site U.S. government intelligence research facility in northern Virginia.”

A Space Force veteran sat down with Herridge and told her he was “targeted in his own home outside Washington, D.C.”

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Donald Trump Just Asked SCOTUS To End the Trans Military Circus Once and For All

Joe Biden let the Pentagon run gender experiments on the military for four years.

Now a pair of Obama and Clinton judges think they outrank the Commander in Chief.

And Donald Trump just asked the Supreme Court to end the transgender military circus once and for all.

The Judges Who Think They Command the Military

Two Democrat-appointed judges on the D.C. Circuit – one picked by Obama, one by Clinton – ruled in June that Pete Hegseth can’t discharge the transgender troops currently serving under an injunction.

That ruling declared the Hegseth policy was likely driven by “hostility” rather than military necessity.

The Trump-appointed dissenter on that same panel said it plainly: the Constitution assigns authority over military service to Congress and the Commander in Chief – not to federal judges.

The Trump-appointed judge was right.

Solicitor General John Sauer called the majority ruling “gravely erroneous” and filed a petition for certiorari on August 28.

He argued the policy doesn’t discriminate against transgender people – it disqualifies individuals with gender dysphoria, a medical condition that affects deployability and readiness.

The government isn’t required to build a perfect case when it comes to military standards. It only has to show a reasonable connection to readiness – and that bar is obvious.

Why SCOTUS Already Answered This Once

This isn’t new territory for the justices.

In May 2025, the Supreme Court’s conservative majority already paused a separate injunction – a Washington state judge’s order blocking the broader ban across the entire military.

That ruling cleared the way for the Pentagon to implement the policy and begin separating trans-identifying service members who hadn’t voluntarily left.

The D.C. Circuit’s June 2026 ruling in Talbott v. United States reopened a hole the Supreme Court had already sealed – protecting a group of individual plaintiffs from discharge while their case heads toward a January 2027 trial.

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Russian Drone Strikes Ukraine’s SBU Headquarters in Kiev – Zelensky Calls It ‘an Assassination Attempt’ on the Security Agency Head Oleksandr Poklad

This comes a day after Russian Aerospace Forces General Nikolai Varpakhovich was shot by an assassin in Engels.

Today marks the eighth straight day of drone and missile strikes in Kiev and other Ukrainian cities.

Russia has increased fivefold the number of jet-propulsed drones involved in attacks, and has spread those along the whole day, so there’s multiple air-raid alarms sounding, totally disrupting life in the country.

But, today (4), a drone has struck the headquarters of Ukraine’s security service SBU in Kiev, in what regime leader Volodymyr Zelensky called ‘an assassination attempt’ on Oleksandr Poklad, the head of the service.

“Heavy black smoke rose in Kiev city center following the attack, which Ukraine’s foreign minister said marked a ‘major escalation’ of the war.

‘Unfortunately, a Russian drone hit the central building of the SBU on Volodymyrska Street in Kiev, opposite the St Sophia Cathedral’, Mr. Zelensky said on social media. ‘The drone was aimed directly at the office of the head of the security service in that building’, he added.”

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The Ukraine Money Pit — Estonia’s €70 Million Scandal

Estonia’s Defence Minister Hanno Pevkur has resigned after a €70 million ammunition deal intended to supply Ukraine blew up into a procurement scandal. Estonia agreed to purchase artillery shells from Datasel, an Italian-registered company owned by India’s Neco Defense Munitions, despite the companies having no established history of selling artillery shells. Millions were paid in advance, deliveries ran into problems, Estonia terminated the contracts, and the dispute has now gone to arbitration. This is what happens when government declares everything an emergency and suddenly the normal rules surrounding public money become inconvenient.

Pevkur says he did not negotiate the contracts and had not even read them. His explanation was rather revealing: “The defence minister does not conduct contract negotiations. The defence minister does not count socks and ammunition.” He said his responsibility was making the fundamental political decision to support Ukraine. He nevertheless resigned because the National Audit Office’s findings raised the question of political responsibility. At least somebody in government still remembers what that phrase means.

The scandal goes directly to the problem with Europe’s entire approach to Ukraine. The politicians declare that Ukraine must be supported at any cost, and once you use those words, cost ceases to matter. Due diligence becomes something bureaucrats complain takes too long. Money must be spent immediately because politicians tell everyone that Europe itself will fall if another artillery shell does not reach Ukraine yesterday.

Estonian officials have essentially admitted that extraordinary risks were accepted because of the urgency surrounding Ukraine. One official told reporters that they knew these procurements involved “greater risks than usual” but believed those risks were justified by what was at stake. There is the entire problem in one sentence. When government decides that the political objective is important enough to justify greater financial risk, taxpayers become the insurance policy when something goes wrong.

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Trump ambassador vows NATO-like reforms to UN after terror scandal: ‘Clean this place up’

President Donald Trump’s ambassador to the United Nations is vowing to force a massive reform at the global agency, pledging to slim it down through privatization and create more accountability in the wake of revelations that one of its relief agencies in Gaza funded employees who participated in the 2023 terrorist attack in Israel.

“The charge from the president is to clean this place up and get it working for the American people,” U.N. Ambassador Mike Waltz said Thursday night in a wide-ranging interview on the Just the News, No Noise television show that focused on ending abuses and fraud in American foreign aid.

“What President Trump has done with NATO, we’re looking to do to the United Nations,” he added.

Waltz sharply criticized the Biden administration for turning a blind eye to fraud across America’s multibillion foreign aid system and specifically for re-funding the United Nations Relief and Works Agency (UNRWA) despite evidence of close ties to the terror group Hamas.

Trump ended funding for UNRWA after taking office in 2025, and the USAID inspector general revealed last month that more than 100 workers funded by UNRWA have been identified as having participated in the Oct. 7, 2023, Hamas atrocities in Israel.

Waltz said those revelations are a wakeup call for the world that the U.N. is not serving its charter, and the Trump administration has already forced significant changes in recent months.

“We forced them to take their first budget cut ever in their 80-year history. They are going to fire 3,000 U.N. bureaucrats out of the headquarters building in New York. We’re going to get more of our aid dollars,” he said. “…And then there’s 90,000 U.N. peacekeepers around the world. We’ve cut 25% of them. So we put the U.N. on a diet.”

Waltz said the next round of reforms that the U.S. will force as the largest contributor to the U.N. will be modeled after Trump’s effort to make European allies pick up a greater share of the NATO burden.

“The American people are generous people when it comes to tsunamis or earthquakes, like we just had in Venezuela, or other types of famine. But we need to know that it’s not filtering through a bloated bureaucracy; that it’s actually getting to people in need,” he said. “We’re making it leaner and more focused.”

“I think people rightly ask why we’re even involved at all. I say two things. Number one, you need one place in the world where everyone can talk, and if we just walk out, I don’t want to see the U.N. in Beijing or Brussels or somewhere else, we need to get in there and fight and win for American interests,” Waltz added. “And then number two, there’s a burden sharing component to it. I don’t want to see U.S. troops in places like Gaza or, you know, dealing with the gangs in Haiti when the U.N. is willing to go in there and we can push that agenda. I think that’s something that’s in line with the president’s America First foreign policy.”

Waltz succinctly summarized Trump’s policy toward the U.N.

“So, diplomacy first, words before bullets, and burden sharing are two of the reasons we’re still trying to keep this place up. But ultimately, that’s the charge from President Trump: Help it realize its potential, and the U.N. should be helping him craft these peace deals around the world,” he said.

House Oversight Committee Chairman James Comer agreed during the show on Thursday that the U.S. should continue to cut funding for the U.N., particularly as it relates to USAID funding, which has already seen cuts under the Trump administration.

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Global Empire as Domestic Policy

While many mainstream commentators blanch at the characterization of the United States as an empire, the hard data show that it is today impossible to seriously dispute. The U.S. military operates between 750 and 800 bases around the world, located in around 80 foreign countries and territories. Because there is no fixed or standard definition of “base” for these purposes, there is no accepted number, and some estimates place the figure at closer to 900. The U.S. is also known to operate dozens of secret military bases and black sites, further complicating attempts to settle upon an exact and definitive number.

Just as the number of military bases is disputed, experts have continued longstanding disagreements about how best to tally up total military spending. As the Peter G. Peterson Foundation observed earlier this year, “The United States continues to lead the world in defense spending by a wide margin. In 2025, defense spending by the United States accounted for 33 percent of all military expenditures by countries around the world,” with its nearly trillion-dollar outlay that year exceeding the combined spending of the other six biggest military spenders. This number is down from 2025’s value of nine to six largely because several other countries dramatically increased their military spending (Germany, for example, upped its spending by 24 percent). Breaking Defense reports, “The Pentagon is betting big on a $1.15 trillion discretionary budget request with a further $350 billion coming from the reconciliation process — together adding up to a historic $1.5 trillion defense budget.” The Trump administration’s discretionary funding request of $1.15 trillion marks the first time in history that a discretionary defense request has exceeded $1 trillion on its own. In the previous budget, for FY 2026, the total number hit the $1 trillion mark with a combination of  $848 billion in discretionary spending and $113.3 billion in mandatory reconciliation spending.

The Project on Government Oversight (POGO) notes that many “obvious examples of programs many would consider ‘military spending’” under commonsense definitions are not a part of the Pentagon budget, including spending for veteran benefits, the Coast Guard, and even nuclear weapons. Looking at five different methodologies, a POGO report published in June points out that all five share at least one conclusion: “Military spending in the United States has long been radically underestimated.” (Not unrelated to this slippery accounting is that fact that the Pentagon hasn’t passed an audit in years, failing its eighth in a row at the end of last year.) This recent POGO report finds that “the true total military budget for the last fiscal year (FY 2025) was significantly higher than $1 trillion: It was likely between $1.5 trillion and $1.8 trillion.” If we count interest payments associated with debts for military spending, then “the range is between $1.7 trillion and $2.3 trillion.”

We rarely consider the domestic political implications of Washington’s globe-spanning empire, yet government spending on war and empire functions as the de facto national industrial policy of the United States, largely determining which cutting-edge technologies receive the most investment, which companies will enjoy massive state-guaranteed markets, and which physical objects will be the focus of the country’s industrial production capacity. Through the military empire, the state becomes both the architect of and primary consumer for a huge industrial sector. And while it has grabbed more headlines this year due to the parlous speculative bubble surrounding AI, the political consequences of the connection between the global military empire and the private sector tech industry remain woefully under-discussed in the mainstream discourse. The federal government is funneling billions to AI companies willing to work directly with the military, overpowering objections from employees and the investor market.

Just this week it was reported that “Palantir’s Maven Smart System, an artificial intelligence-powered military platform, is now an official program of record for the Pentagon.” The executive and strategic leadership of major technology companies also increasingly connects and overlaps with the military and national security establishment, often through the Pentagon’s Defense Innovation Unit and liaisons dedicated to recruiting talent and procuring products from the tech sector. As we have already witnessed for decades, cutting-edge technologies developed for the war and empire inevitably end up being deployed domestically against Americans inside the country. Now more than 50 years ago, the Senator Frank Church Committee showed that the intelligence agencies used programs originally designed for foreign surveillance to monitor Americans here at home without warrants. We still have not seriously reckoned with this connection between the policies and technologies of the empire and the ways our own government sees us and governs us.

Since classical antiquity, astute observers have understood that this kind of worldwide military empire is fundamentally incompatible with the rule of law, constitutional government, and even the thinnest definitions of democracy. The administration of such an empire demands secret and centralized forms of decision-making and thus necessarily precludes transparency, accountability, and popular sovereignty. Contemporary political language has managed to disguise what is patently a system of permanent war and empire in the terminology of a liberal and rules-based order of international law and free trade. We have consigned terms like imperialism and colonialism to the history books even as we continue these systems in different forms today. Even the liberal side of our mainstream discourse no longer seriously questions the political system of war and empire that actually governs the country. We will not understand the form of domestic politics we have in the U.S. today until we stop trying to separate it from the imperatives of empire.

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Trump Will Demand Repayment From the EU Over Biden’s Massive Military Aid to Ukraine

Rather belatedly, but it will be demanded.

In the context of a social media burn against ‘SCUM’ journalists who are suggesting that the missile and ammo stockpiles would be dangerously low, President Donald J. Trump suggested that the European Union should repay the US for the untold billions that creepy Joe Biden’s administration sent to Ukraine.

Le Monde reported (translated from the French):

“Donald Trump on Thursday criticized his predecessor, Joe Biden, for providing Ukraine with hundreds of billions of dollars in aid and ammunition for free, believing that the Europeans should have borne the cost and announcing his intention to ask them for the money.

‘Hundreds of billions of dollars have been given for free to Ukraine and NATO, money that Europe would have paid if it had just been asked, but we will claim this money, even if it’s a little late!’ the US president wrote on Truth Social.”

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