Trust in the US tech stack is the decisive competitive feature

Because the US is 4% of world population but 25% of GDP and 50% of market cap—a ratio that rests on the world's trust in US capital markets, technology, and stewardship—the key priority is building global trust in the American AI tech stack; if that trust breaks it harms the US, and trust ('can I trust you, your country, and its institutions to be a long-term supplier') may be the thing that wins the world against Chinese competition, more than raw model capability.