The Inversion Investor

The Inversion Investor

The Pursuit of General Intelligence Needs No Specialization

Peter Pham's avatar
Peter Pham
Nov 30, 2025
∙ Paid

China has quietly realized it cannot create general intelligence — because it doesn’t exist yet. So instead of aiming for the foundational breakthrough, they’re pivoting into “niche AI,” packaging it as agent systems… as if agents aren’t already a commodity layer everywhere else.

This is how the copier plays the game:

when they can’t build what matters, t…

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