Dominique Toublan

“The AI race shifts from a prisoner's dilemma to a war of attrition: scarce power favors the biggest balance sheets.”

Dominique Toublan · said 2026-11-04 · reported 2026-11-06

Toublan described the AI race shifting toward a war of attrition where scarce power favors the largest balance sheets.

“AI pushback is bipartisan but local, making the buildout pricier rather than stalling it,”

Dominique Toublan · said 2026-11-04 · reported 2026-11-06

Toublan said in a note that AI pushback is bipartisan and local, making the buildout more expensive rather than halting it.