The frontier: wherever product-market fit between Homo Sapiens and the universe is happening. For the moment, that's still Silicon Valley
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The "this time it's different" case is: there isn't a specific competitor trying to "pull" frontier away. The US is *pushing* it away.
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So paradoxically, fact that the answer to "who is the challenger?" (China? Germany?) is not obvious makes the threat more severe, not less.
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I'd say the real frontiers are the nationalist movements disrupting global politics...
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Nope. The frontier is always a nonzero sum party. Specifically positive sum. Those movements are zero or -ve sum parties.
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Silicon Valley's advantage is that the velocity of change is exponential. It causes impedance mismatches with neighboring systems, but
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the value generated is greater than the burden of friction.
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