November 4, 2025
The US chases AI gods that write poetry but can’t count, while China builds factories powered by “good enough” AI. The future belongs to what works.
America’s racing to build artificial gods that can’t spell while China’s building the factories that run them. In his latest Street Sense column for MarketWatch, R360’s Charlie Garcia argues that the U.S. obsession with artificial general intelligence—AI that “thinks”—may be missing the real economic prize: artificial intelligence that works. While Silicon Valley celebrates models that can write poetry but can’t count the R’s in “strawberry,” China is embedding “good-enough” AI into manufacturing, logistics, and infrastructure, aiming for 70% industrial adoption by 2027.
The smart money is shifting too. Instead of chasing the next miracle model, investors are focusing on companies that make AI reliable and scalable—from Palantir and ServiceNow, to Siemens and CrowdStrike. As Charlie writes: “You’re not betting on who makes AI smarter. You’re betting on who makes it work.”
Read the column here: https://www.marketwatch.com/story/investors-are-buying-into-ai-that-cant-spell-smart-money-is-buying-these-stocks-b1e8fbc0
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