The AI race will not be won with chatbots that predict the next word. In today’s Wall Street Journal, I argue that staying ahead of China requires a new class of AI models built on physics, chemistry, and quantitative reasoning, not just language and images. China’s next five-year plan doubles down on materials science, quantum technology, energy storage, and defense. These sectors run on equations, not prompts. Language models are wonderful productivity tools, but they are not designed to compute optimal alloy compositions, advance semiconductor design, or model high-dimensional financial risk. Pharma, semiconductors, energy, and financial services represent more than $25 trillion in global output. These industries require quantitative AI trained on lab data, robotic experimentation, and the equations of the physical world. Read the full op-ed in the WSJ here: https://t.co/JAb4nHwim1