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capital to shape the course of the next century. Everyone is debating AI and what it will mean for our futures ad nauseam. You’re already familiar with the usual arguments: the robots are coming to take our jobs, the robots will upend the economy, the robots will end up killing humans. Substitute “machine” for “robot,” and we’re cycling back to the same debates people had 200 years ago. It’s natural to think about the impact of new technology on our jobs and our ability to earn money, since we’ve seen disruption across so many industries. It’s understandable that when thinking about AI, our minds inevitably wander to HAL 9000 from 2001: A Space Odyssey , WOPR from War Games , Skynet from The Terminator , Rosie from The Jetsons , Delores from Westworld , or anyof the other hundreds of anthropomorphized AIs from popular culture. If you’re not working directly inside of the AI ecosystem, the future seems either fantastical or frightening, and for all the wrong reasons. Those who aren’t steeped in the day-to- day research and development of AI can’t see signals clearly, which is why public debate about AI references the robot overlords you’ve seen in recent movies. Or it reflects a kind of manic, unbridled optimism. The lack of nuance is one part of AI’s genesis problem: some dramatically overestimate the applicability of AI, while others argue it will become an unstoppable weapon. I know this because I’ve spent much of the past decade researching AI and meeting with people and organizations both inside and outside of the AI ecosystem. I’ve advised a wide variety of companies at the epicenter of artificial intelligence, which include Microsoft and IBM. I’ve met with and advised stakeholders on the outside: venture capitalists and private equity managers, leaders within the Department of Defense and State Department, and various lawmakers who think regulation is the only way forward. I’ve also had hundreds of meetings with academic researchers and technologists working directly in the

trenches. Rarely do those working directly in AI share the extreme apocalyptic or utopian visions of the future we tend to hear about in the news. That’s because, like researchers in other areas of science, those actually building the future of AI want to temper expectations. Achieving huge milestones takes patience, time, money, and resilience—this is something we repeatedly forget. They are slogging away, working bit by bit on wildly complicated problems, sometimes making very little progress. These people are smart, worldly, and, in my experience, compassionate and thoughtful. Overwhelmingly, they work at nine tech giants—Google, Amazon, Apple, IBM, Microsoft, and Facebook in the United States and Baidu, Alibaba, and Tencent in China—that are building AI in order to usher in a better, brighter future for us all. I firmly believe that the leaders of these nine companies are driven by a profound sense of altruism and a desire to serve the greater good: they clearly see the potential of AI to improve health care and longevity, to solve our impending climate issues, and to lift millions of people out of poverty. We are already seeing the positive and tangible benefits of their work across all industries and everyday life. The problem is that external forces pressuring the nine big tech giants—and by extension, those working inside the ecosystem—are conspiring against their best intentions for our futures. There’s a lot of blame to pass around. In the US, relentless market demands and unrealistic expectations for new products and services have made long-term planning impossible. We expect Google, Amazon, Apple, Facebook, Microsoft, and IBM to make bold new AI product announcements at their annual conferences, as though R&D breakthroughs can be scheduled. If these companies don’t present us with shinier products than the previous year, we talk about them as if they’re failures. Or we question whether AI is over. Or we

question their leadership. Not once have we given these companies a few years to hunker down and work without requiring them to dazzle us at regular intervals. God forbid one of these companies decides not to make any official announcements for a few months—we assume that their silence implies a skunkworks project that will invariably upset us. The US government has no grand strategy for AI nor for our longer-term futures. So in place of coordinated national strategies to build organizational capacity inside the government, to build and strengthen our international alliances, and to prepare our military for the future of warfare, the United States has subjugated AI to the revolving door of politics. Instead of funding basic research into AI, the federal government has effectively outsourced R&D to the commercial sector and the whims of Wall Street. Rather than treating AI as an opportunity for new job creation and growth, American lawmakers see only widespread technological unemployment. In turn they blame US tech giants, when they could invite these companies to participate in the uppermost levels of strategic planning (such as it exists) within the government. Our AI pioneers have no choice but to constantly compete with each other for a trusted, direct connection with you, me, our schools, our hospitals, our cities, and our businesses. In the United States, we suffer from a tragic lack of foresight. We operate with a “nowist” mindset, planning for the next fewyears of our lives more than any other timeframe. Nowist thinking champions short-term technological achievements, but it absolves us from taking responsibility for how technology might evolve and for the next-order implications and outcomes of our actions. We too easily forget that what we do in the present could have serious consequences in the future. Is it any wonder, therefore, that we’ve effectively outsourced the future development of AI to six publicly traded companies whose achievements are remarkable but whose

AI isn’t a tech trend, a buzzword, or a temporary distraction—it is the third era of COMPUTING.

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