From 93d095e856f5f33057ab4800523a982e12a948d6 Mon Sep 17 00:00:00 2001
From: wassname
Date: Sat, 11 Jul 2026 17:29:53 +0800
Subject: [PATCH] ANZ 2040 draft: decision-tree site (prose + inline
probability-flow SVG)
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sources/ai2040-pages/ai-for-epistemics.md | 290 +++
sources/ai2040-pages/alignment-roadmap.md | 1762 +++++++++++++
.../capability-scaling-strategy.md | 431 ++++
.../ai2040-pages/comparing-possible-plans.md | 219 ++
sources/ai2040-pages/compute-supplement.md | 1529 ++++++++++++
sources/ai2040-pages/covert-ai-projects.md | 1286 ++++++++++
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sources/ai2040-pages/econ-explorer.md | 33 +
sources/ai2040-pages/economics-of-plan-a.md | 633 +++++
sources/ai2040-pages/faq.md | 101 +
...ow-plan-a-solves-our-5-biggest-problems.md | 73 +
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sources/resources/INDEX.md | 32 +
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sources/resources/ai-2027.md | 719 ++++++
sources/resources/aspi-datacentres.md | 133 +
sources/resources/canada-horizons.md | 675 +++++
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sources/resources/leicht-moonshot.md | 241 ++
sources/resources/leicht-roadmap.md | 144 ++
sources/resources/leicht-safety.md | 215 ++
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+# ANZ 2040: the decision tree
+
+The [AI 2040 / Plan A](https://ai-2040.com) forecast, retold from an Australia and New
+Zealand middle-power point of view: a decision tree of the choices Canberra and
+Wellington actually face as AI gets more powerful, with named endings and our own
+probability estimates. Genre is [AI 2027](https://ai-2027.com) and
+[Europe 2031](https://europe2031.ai). This is a draft.
+
+## Build
+
+The site is one static `index.html` with no build step on GitHub's side. To regenerate
+it locally:
+
+```sh
+just build # or: python3 scripts/build_html.py && python3 scripts/build_tree.py
+just serve # build, then serve at http://localhost:8080
+```
+
+- `anz-2040.md` is the source document.
+- `scripts/build_html.py` turns it into `index.html`: prose via pandoc, the decision
+ tree via [mermaid.js](https://mermaid.js.org/) loaded from a CDN, CSS inline.
+- `scripts/build_tree.py` turns `data/tree.json` into `tree.svg`, a probability-sized
+ view of the same tree (node area tracks our estimated probability). It is a separate,
+ simplified view, not generated from the mermaid tree.
+- `sources/` holds the AI-2040 supplements and outside references the document cites.
+
+## Credit
+
+Built on the AI-2040 supplements by the [AI Futures Project](https://ai-2040.com), used
+with full credit. Sources and one-line summaries are in
+[`sources/INDEX.md`](sources/resources/INDEX.md).
diff --git a/anz-2040.md b/anz-2040.md
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+# ANZ 2040: the decisions we still get to make
+
+
+What can Australia and New Zealand actually decide if AI becomes much more powerful over the next decade?
+
+We start from the excellent [AI 2040](https://ai-2040.com), which describes choices the United States and China could make. We zoom in on what those choices would mean for Australia and New Zealand, and what we could still do ourselves.
+
+The probabilities below assume rapid AI progress. We leave aside the roughly 35% chance that progress plateaus first.
+
+We don't get to choose whether the United States and China race, slow down, or make a deal. We don't get to choose whether a powerful AI remains under human control. But we do get a few choices about our position before those larger decisions are made. Some are cheap and useful across almost every future. The valuable later choices only exist if we prepare for them now.
+
+[](tree.svg)
+
+## What Australia and New Zealand can do*
+
+### 1. Prepare before it looks urgent (2026-28)
+
+The later choices need ordinary government machinery: royalty laws, approved land, a way to pay a dividend, biosecurity capacity, and working relationships with other middle powers. None of this requires believing one precise AI forecast. It is cheap compared with discovering in 2029 that the legal and diplomatic work takes five years.
+
+Biosecurity is the clearest case. AI 2040 proposes "massive investments into biosecurity and other measures to improve the resilience of the world," but does not assign the work to anyone. New Zealand already runs a serious agricultural biosecurity system. This is a useful thing for it to get unusually good at.
+
+### 2. Train the people the treaty needs (2026-29)
+
+Australia and New Zealand can contribute people even when they cannot contribute frontier models. AI 2040 allocates only 1% of its safety budget to studying model character, meaning persistent behavioural tendencies or "personas+propensities." It says almost nothing about activation steering, which changes behaviour by intervening on a model's internal activity, or assistance games, which train an AI to infer what a person wants through cooperation. It does call truth-seeking AI and public forecasting a priority. Australia and New Zealand could specialise in those areas, as well as evaluations, treaty verification, biosecurity, and cyber work through the Five Eyes intelligence alliance. ([Alignment roadmap](https://ai-2040.com/supplements/alignment-roadmap), [AI for epistemics](https://ai-2040.com/supplements/ai-for-epistemics))
+
+### 3. Ask for terms before signing (2029)
+
+Australia is named among the countries that join the deal. New Zealand is not mentioned in any of the 18 supplements we checked. Once inside, leaving could mean sanctions, cyberattack, or war. The realistic decision is therefore what to ask for before signing: hosted data centres, a strategic chip reserve, verification seats, equity in AI companies, and durable access rather than a revocable API account.
+
+Scott Alexander's summary is unusually blunt. Observer countries follow the rules in return for data centres, AI access, and a share of future wealth, even though the great powers don't strictly need to offer it. That makes accession our best bargaining moment. Signing the standard form gives it away. ([Introducing Plan A](https://www.astralcodexten.com/p/introducing-plan-a))
+
+### 4. Host allied compute (2030-32)
+
+AI 2040 moves advanced chip fabs and robot production into special economic zones that can be destroyed if the deal breaks. The zones are meant to sit near an ocean or an adversarial power, and the robot economy expands inside them until it is as large as today's human economy. North-west Australia fits those criteria and sits above much of the ore the machines would consume. ([Deal decline](https://ai-2040.com/supplements/deal-decline), [economics](https://ai-2040.com/supplements/economics-of-plan-a))
+
+Hosting creates exposure as well as income. The same cluster can be a target, collateral for the treaty, and leverage against being cut off. Tom Davidson makes the mechanism explicit: if the US withdraws AI access, allies could destroy US data centres on their territory. A kill switch negotiated at accession is leverage. A foreign cluster accepted without access rights is just exposure. ([Davidson 2026](https://newsletter.forethought.org/p/how-can-the-middle-powers-avoid-getting))
+
+There is also a smaller trusted-vault option. Australia could host cold-storage model weights, treaty verification equipment, or monitoring linked to Pine Gap without hosting the whole robot economy. Geologically stable ground and Five Eyes trust make this the lowest-volume version of the policy.
+
+### 5. Keep a public stake in the machine economy (2031-34)
+
+The US dividend in AI 2040 comes from compute permits. By 2035, the scenario sends 75% of the US permit share to US citizens. Australia and New Zealand cannot rely on that. Our dividend would need resource royalties, land taxes, and public equity held through the Future Fund and NZ Super. Those rules need to exist before cognitive labour becomes cheap and wage earners lose their bargaining power. ([Economics of Plan A](https://ai-2040.com/supplements/economics-of-plan-a))
+
+Who owns the rents matters more than the size of the boom. The same ore and land can support a public dividend or a few mining dynasties. Leicht and Ball warn that selling a strategic firm can look like an unexpected windfall while giving up the country's "ticket guaranteeing their home country's stake in the AI economy." In a rapid takeoff, taking only cash is especially bad: the useful payment is equity, access, or ownership of productive assets. ([The Race Worth Winning](https://www.thefai.org/posts/the-race-worth-winning-middle-powers-in-the-age-of-machine-intelligence))
+
+Australia probably starts above the generic non-US country. Compulsory superannuation gives many households an existing claim on global capital, while mining gives governments a claim on inputs the robot economy needs. Neither is evenly shared by default. Superannuation gains follow existing balances and investment choices. Mining income reaches households only when royalties, taxes, public ownership, or transfers capture it. That is what separates the Dividend commonwealth from the Quarry economy.
+
+The political claim is stronger, and more speculative. If governments no longer depend on wages or citizen labour, owners and automated security may stop needing broad consent. A legally entrenched citizen claim on public assets keeps ordinary people tied to the revenue stream and gives them something material to defend through democratic institutions. We are treating distribution as a constraint on domestic power, not merely as welfare.
+
+### 6. Choose a side if the deal collapses (2030s)
+
+If the US-China deal declines, Australia's security guarantor and largest customer pull in opposite directions. Joining the US bloc keeps the alliance and loses trade. A concert with Japan, Korea, Canada, the Netherlands, and the UK might bargain for access, but only if it was built before the crisis. Leicht and Ball's warning is that a coalition improvised late will be picked off "one by one." Trying to hedge returns us to someone else's empire by a slower route. Free Chinese open-weight models don't remove the dependency; a supplier earning nothing from us also loses nothing by cutting us off. ([The Race Worth Winning](https://www.thefai.org/posts/the-race-worth-winning-middle-powers-in-the-age-of-machine-intelligence), [Davidson 2026](https://newsletter.forethought.org/p/how-can-the-middle-powers-avoid-getting))
+
+## Where this could leave us*
+
+Doom and concentrated global power account for most of our probability. Australia and New Zealand only get the later choices if humanity keeps control and no single actor takes it all.
+
+### I. Doom, about 50%
+
+AI 2040's own comparison gives Plan A a 42% chance of a "great future," falling to 10-25% for its alternatives. Combining the table's conditional rows implies misaligned takeover at roughly one quarter under Plan A and roughly three quarters in the modal race. Our 50% is a rough mixture across those possibilities.
+
+Yudkowsky and Soares state the doom case much more strongly than our estimate:
+
+> "If any company or group, anywhere on the planet, builds an artificial superintelligence using anything remotely like current techniques, based on anything remotely like the present understanding of AI, then everyone, everywhere on Earth, will die."
+>
+> Eliezer Yudkowsky and Nate Soares, [*If Anyone Builds It, Everyone Dies*](https://www.hachettebookgroup.com/titles/eliezer-yudkowsky/if-anyone-builds-it-everyone-dies/9780316595667/)
+
+Once control is lost, Australia has no policy response left. The preparations above have to improve the odds before then.
+
+### II. Someone else's empire, about 25%
+
+The AI remains aligned, but control does not spread. A government, company, or person holds the decisive systems. Australia and New Zealand may be materially rich, especially while iron demand is high, but they live under rules set elsewhere.
+
+> "a tiny group of people, or possibly just a single individual, is effectively in control of the world’s only army of superintelligences"
+>
+> AI Futures Project, [AI 2040](https://ai-2040.com)
+
+### III. Dividend commonwealth
+
+We negotiated terms, captured resource and land rents, and built the dividend before wages collapsed. Households share in the assets that became valuable instead of watching those assets reprice around them. The better version also uses AI inside courts, health systems, and government rather than treating it only as something to regulate.
+
+> "In Plan A, most of the US permit revenue share (75% in 2035) is redistributed to the US population as a Citizen’s Dividend, resulting in roughly $1M/yr per person in 2035 and around $10M/yr in 2040."
+>
+> AI Futures Project, [Economics of Plan A](https://ai-2040.com/supplements/economics-of-plan-a)
+
+### IV. Quarry economy
+
+This is the drift outcome. The country exports what the robot economy needs, but has no dividend rail and no public stake. AI 2040's land model makes the distribution problem concrete: single-family homes rise about 40 times while 97% of their paper value becomes land. Incumbent owners gain while cognitive wages fall. The nation is rich and the median household is poor, without anyone needing to plan it.
+
+> "As AI devalues human capital relative to physical and intangible assets, capital income consumes a growing proportion of national income. Elevated spending on luxury goods and a productivity-driven investment boom sustains elevated economic growth even as millions face unemployment and diminished purchasing power."
+>
+> UK Government Office for Science and AI Security Institute, [AI Scenarios 2030](https://www.gov.uk/government/publications/ai-scenarios-2030-helping-policymakers-plan-for-the-future-of-ai/ai-scenarios-2030-helping-policymakers-plan-for-the-future-of-ai)
+
+The resource boom also expires. On current reserves and extraction, iron is the shortest-dated major reserve at roughly 55 years. A machine economy growing every 6-12 months would bring exhaustion and substitution forward. AI 2040 models the demand for energy and land, but not the Australian terms of trade or the cost of scaling mines.
+
+### V. Allied compute host
+
+Australia accepts the data centres and robot zones, but only after securing access and ownership terms. Land, power, and Five Eyes trust become a stake in the machine economy. The price is physical exposure: the hosted clusters are treaty collateral, and the treaty's wars become ours.
+
+> "If the US withdraws AI access, allies could destroy US data centres in response. It's a way to lock in the deal."
+>
+> Tom Davidson, [How can the middle powers avoid getting trounced?](https://newsletter.forethought.org/p/how-can-the-middle-powers-avoid-getting)
+
+### VI. Garrison ally
+
+The deal collapses and Australia chooses the US bloc. We keep the security relationship and lose much of the Chinese market. Iron becomes a strategic allocation rather than an ordinary export. This future is poorer and tenser than the dividend or hosting alternatives, but Australia still has a seat.
+
+> "middle powers should help the US, and make sure they are rewarded with continued access to frontier AI and new technologies (including military tech)"
+>
+> "The only alternative that makes sense to me is siding with China."
+>
+> Tom Davidson, [How can the middle powers avoid getting trounced?](https://newsletter.forethought.org/p/how-can-the-middle-powers-avoid-getting)
+
+### VII. Boring decade, about 10%
+
+AI stalls or governments shut the frontier down. The consents are unused, the royalty argument was early, and the extra biosecurity capacity looks like insurance that did not pay. This is the cheapest way for our preparations to be wrong.
+
+> "AI progress slows, and AI causes less disruption than expected."
+>
+> UK Government Office for Science and AI Security Institute, [AI Scenarios 2030](https://www.gov.uk/government/publications/ai-scenarios-2030-helping-policymakers-plan-for-the-future-of-ai/ai-scenarios-2030-helping-policymakers-plan-for-the-future-of-ai)
+
+### VIII. Middle-power concert
+
+The deal declines, but a coalition formed before the crisis holds together. Australia and New Zealand pool their supply-chain and hosting leverage with Japan, Korea, Canada, the Netherlands, and the UK. None could demand durable access alone. Together they may get terms and help write the rules.
+
+> "Coordination, done right, reassures partners that they can focus on their comparative advantage instead of pursuing full autarky; and it enables powers to see eye to eye with AI exporters instead of being picked off by great powers offering rewards for defection one by one."
+>
+> Leicht and Ball, [The Race Worth Winning](https://www.thefai.org/posts/the-race-worth-winning-middle-powers-in-the-age-of-machine-intelligence)
+
+### IX. ~~Homegrown autocracy~~ free beer and rugby for life
+
+This is the domestic version of the global power-grab risk. Cognitive wages collapse, public ownership never develops, and automated security removes the state's remaining practical dependence on citizens. No coup is required. Political leverage drains away with economic leverage.
+
+> Luckily we completely dodged a coup and now have Benevolent Dictator for Life (BDFL) Gina Palmer to lead us through. Everyone is very happy, especially since the free beer, rugby, and netball are a great respite from our quickly shrinking population and ever more confusing global situation. - Joe Citizen, 2041
+
+> "AI could create a similar effect: if governments can generate massive revenue from taxing AI projects rather than citizens, heads of state may lose their economic incentive to ensure citizens prosper. This would weaken citizens’ power to resist coup and backsliding attempts."
+>
+> "By replacing government employees with loyal AI systems, a head of state could remove important checks on their power."
+>
+> Davidson, Finnveden, and Hadshar, [AI-Enabled Coups](https://www.forethought.org/research/ai-enabled-coups-how-a-small-group-could-use-ai-to-seize-power)
+
+## Where we depart from AI 2040
+
+AI 2040 models energy consumption rising about eight times by 2040 and notes that proven mineral reserves cover decades of current extraction, but it does not price the tonnage needed for a robot economy growing every 6-12 months. Coal, uranium, energy trade, and Australian mine capacity are outside its model. ([Economics of Plan A](https://ai-2040.com/supplements/economics-of-plan-a))
+
+We use its land estimates with the authors' warning that this is a "very rough model" they do not necessarily endorse. We also give model character and activation steering more weight than their roadmap does.
+
+AI 2040 does share some US wealth abroad, but very unevenly. In 2032 its American dividend starts at $45,000 while adults outside the US and China average $1,200. By 2035 the figures are about $1M and $10,000. Australia may do better than that generic non-US payment through superannuation and mining, but only if the gains are broadly owned. A rich national balance sheet can still leave the median household without economic leverage. ([AI 2040](https://ai-2040.com/?choices=plan-a-root))
+
+We leave out a trans-Tasman split and a separate Australian decision during US sabotage operations because neither changes the main choices above.
+
+## Sources and thanks
+
+This is built from the AI Futures Project's [AI 2040](https://ai-2040.com) scenario and supplements. Their caveat applies to our use of the numbers too: the economic model "plausibly contains bugs" and they do not trust its outputs to be accurate. The local source mirrors retain exact line references for auditing.
+
+It also benefited from a June 2026 scoping discussion with authors of related scenarios and Australian policy participants. Those workshop notes are private and are not included in the public source archive.
+
+* The Australian and New Zealand decisions and futures are extrapolations from the cited work. A citation means we used that source, not that its authors endorse this scenario.
+
+The middle-power framing also draws on [AI 2027](https://ai-2027.com), [Europe 2031](https://europe2031.ai), Tom Davidson's [middle-power plan](https://newsletter.forethought.org/p/how-can-the-middle-powers-avoid-getting), Leicht and Ball's [The Race Worth Winning](https://www.thefai.org/posts/the-race-worth-winning-middle-powers-in-the-age-of-machine-intelligence), and Scott Alexander's [Introducing Plan A](https://www.astralcodexten.com/p/introducing-plan-a). Australian groundwork came from the [e61 Institute](https://e61.in), [Tech Policy Design Institute](https://techpolicy.au/aiagency), [ASPI](https://www.aspistrategist.org.au/data-centres-are-australias-chance-to-shape-ais-future/), and [Kate Chaney MP](https://www.katechaney.com.au/making_technology_safe).
diff --git a/data/tree.json b/data/tree.json
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+++ b/data/tree.json
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+{
+ "comment": "Claude: single source for tree.svg. Each item has a tier (row) and left-to-right order; two items per row max. `p` and edge flows record our probability mass conditional on the 2029 decision mattering. Display widths fit the text. The HTML build fails if an href no longer matches a prose heading.",
+ "title": "Choose a path",
+ "canvas": {"w": 560, "top": 40, "row_h": 115, "node_h": 56, "gap": 44, "floor_w": 130, "p_scale": 300, "choice_w": 150},
+ "kinds": {
+ "global": {"fill": "#e0e0e0", "stroke": "#888888"},
+ "hazard": {"fill": "#f4cccc", "stroke": "#990000"},
+ "anz": {"fill": "#ffd966", "stroke": "#b8860b"},
+ "robust": {"fill": "#b6d7a8", "stroke": "#38761d"},
+ "outcome": {"fill": "#cfe2f3", "stroke": "#3d85c6"}
+ },
+ "nodes": [
+ {"id": "A", "tier": 0, "order": 0, "kind": "robust", "href": "#1-prepare-before-it-looks-urgent-2026-28", "title": "1. Prepare early", "sub": "2026-28: royalties, biosecurity, allies"},
+ {"id": "F", "tier": 0, "order": 1, "kind": "robust", "href": "#2-train-the-people-the-treaty-needs-2026-29", "title": "2. Build the people", "sub": "2026-29: safety testers, inspectors"},
+ {"id": "FORK", "tier": 1, "order": 0, "kind": "global", "href": "#what-australia-and-new-zealand-can-do", "title": "2029: the US chooses", "sub": "go-slow deal with China, or race?"},
+ {"id": "VII", "tier": 2, "order": 0, "kind": "outcome", "p": 0.10, "href": "#vii-boring-decade-about-10", "title": "VII. Boring decade", "sub": "~10%"},
+ {"id": "AL", "tier": 2, "order": 1, "kind": "hazard", "p": 0.90, "href": "#i-doom-about-50", "title": "RISK: AI escapes control", "sub": "~75% racing, ~25% in the deal"},
+ {"id": "I", "tier": 3, "order": 0, "kind": "outcome", "p": 0.50, "href": "#i-doom-about-50", "title": "I. Doom", "sub": "~50%"},
+ {"id": "PC", "tier": 3, "order": 1, "kind": "hazard", "p": 0.40, "href": "#ii-someone-elses-empire-about-25", "title": "RISK: power seized", "sub": "one actor holds the AI"},
+ {"id": "II", "tier": 4, "order": 0, "kind": "outcome", "p": 0.25, "href": "#ii-someone-elses-empire-about-25", "title": "II. Someone else's empire", "sub": "~25% — seized abroad"},
+ {"id": "HOME", "tier": 4, "order": 1, "kind": "hazard", "href": "#ix-homegrown-autocracy-free-beer-and-rugby-for-life", "title": "RISK: power grabbed at home", "sub": "seized in our own country"},
+ {"id": "B", "tier": 5, "order": 0, "kind": "anz", "href": "#3-ask-for-terms-before-signing-2029", "title": "3. Sign, or set our price?", "sub": "the deal reaches us, 2029"},
+ {"id": "IX", "tier": 5, "order": 1, "kind": "outcome", "href": "#ix-homegrown-autocracy-free-beer-and-rugby-for-life", "title": "IX. Homegrown autocracy", "sub": "citizens stop being needed"},
+ {"id": "E", "tier": 6, "order": 0, "kind": "anz", "href": "#6-choose-a-side-if-the-deal-collapses-2030s", "title": "6. If the deal collapses", "sub": "US bloc, concert, or neutral?"},
+ {"id": "C", "tier": 6, "order": 1, "kind": "anz", "href": "#4-host-allied-compute-2030-32", "title": "4. Host compute here?", "sub": "2030-32"},
+ {"id": "VIII", "tier": 7, "order": 0, "kind": "outcome", "href": "#viii-middle-power-concert", "title": "VIII. Middle-power concert", "sub": ""},
+ {"id": "V", "tier": 7, "order": 1, "kind": "outcome", "href": "#v-allied-compute-host", "title": "V. Allied compute host", "sub": ""},
+ {"id": "VI", "tier": 8, "order": 0, "kind": "outcome", "href": "#vi-garrison-ally", "title": "VI. Garrison ally", "sub": ""},
+ {"id": "D", "tier": 8, "order": 1, "kind": "anz", "href": "#5-keep-a-public-stake-in-the-machine-economy-2031-34", "title": "5. Tax it, own a share?", "sub": "2031-34"},
+ {"id": "III", "tier": 9, "order": 0, "kind": "outcome", "href": "#iii-dividend-commonwealth", "title": "III. Dividend commonwealth", "sub": ""},
+ {"id": "IV", "tier": 9, "order": 1, "kind": "outcome", "href": "#iv-quarry-economy", "title": "IV. Quarry economy", "sub": "drift default"}
+ ],
+ "edges": [
+ {"from": "A", "to": "FORK", "flow": 0.50},
+ {"from": "F", "to": "FORK", "flow": 0.50},
+ {"from": "FORK", "to": "VII", "flow": 0.10, "label": "stalls"},
+ {"from": "FORK", "to": "AL", "flow": 0.90, "label": "race / deal"},
+ {"from": "AL", "to": "I", "flow": 0.50, "label": "control lost"},
+ {"from": "AL", "to": "PC", "flow": 0.40, "label": "control kept"},
+ {"from": "PC", "to": "II", "flow": 0.24, "label": "seized abroad"},
+ {"from": "PC", "to": "HOME", "flow": 0.05, "label": "seized at home"},
+ {"from": "PC", "to": "B", "flow": 0.11, "label": "power stays spread"},
+ {"from": "HOME", "to": "IX", "flow": 0.05, "label": "no public stake"},
+ {"from": "B", "to": "C", "flow": 0.08, "label": "set our price"},
+ {"from": "B", "to": "E", "flow": 0.03, "label": "if deal collapses", "dashed": true},
+ {"from": "C", "to": "V", "flow": 0.04, "label": "host it"},
+ {"from": "C", "to": "D", "flow": 0.04, "label": "stay supplier"},
+ {"from": "E", "to": "VIII", "flow": 0.015, "label": "concert"},
+ {"from": "E", "to": "VI", "flow": 0.015, "label": "US bloc"},
+ {"from": "D", "to": "III", "flow": 0.02, "label": "public stake"},
+ {"from": "D", "to": "IV", "flow": 0.02, "label": "no stake"}
+ ]
+}
diff --git a/global.css b/global.css
new file mode 100644
index 0000000..60b1cea
--- /dev/null
+++ b/global.css
@@ -0,0 +1,609 @@
+@tailwind base;
+@tailwind components;
+@tailwind utilities;
+
+:root {
+ --vivid-background: #fffff8;
+ --vivid-foreground: #000;
+ --dull-background: #f0f0f0;
+ --dull-foreground: #666;
+ --accent: #2A623D; /* Slytherin green */
+ --plan-s-background: #31566f;
+ --plan-a-background: #2A623D;
+ --race-background: #8B0000;
+ --sabotage-background: #c77400;
+ --slowdown-background: #2A623D;
+}
+
+.race {
+ --accent: var(--race-background);
+}
+
+@property --w {
+ syntax: '';
+ inherits: true;
+ initial-value: 0.00000001%;
+}
+
+/* Extra px the supplement essay's content column is nudged right on wide layouts
+ (toc rail visible). Factored out because TWO rules must agree on it: the shift
+ applied to the content column's text (.supplement-content-shift) and the equal
+ shift applied to the header row (.supplement-header-row) so "AI 2040" lines up
+ with the content title. Edit here to move both together. */
+:root {
+ --supplement-content-shift: 30px;
+}
+
+.main-grid {
+ display: grid;
+ margin-left: auto;
+ margin-right: auto;
+ grid-template-areas:
+ "gap1 tocGap header header header gap2"
+ "gap1 topGraph topGraph topGraph topGraph gap2"
+ "gap1 toc content graphgap graph gap2"
+ "gap1 toc2 choice graphgap2 graph gap2"
+ "gap1 fgap fgap fgap fgap gap2"
+ "gap1 gap3 cFooter footer graphFooter gap2";
+ /* toc column: as the page narrows, the flexible gap columns (1fr/0.3fr)
+ give up their space first while the rail keeps its full 220px. Once the
+ viewport can't fit the other columns at their preferred widths (4px gap +
+ 700px content + 32px graphgap + 430px graph = 1166px), the toc column
+ itself shrinks — down to 140px — and the rail labels wrap to the narrower
+ column. Below 1281px the rail is hidden entirely (see below). */
+ grid-template-columns: 4px clamp(140px, calc(100vw - 1166px), 220px) minmax(300px, 700px) minmax(32px, 1fr) minmax(min-content, 430px) 0.3fr;
+ grid-template-rows: auto auto auto auto auto;
+ padding-top: 8px;
+}
+
+/* Pushes the central content column an extra 30px to the right, on top of the
+ 30px gained by widening the toc column. Only applied on layouts where the
+ toc rail is visible (≥1281px); narrower views hide the rail entirely. */
+@media (min-width: 1281px) {
+ .supplement-content-shift {
+ padding-left: var(--supplement-content-shift);
+ }
+}
+
+/* Aligns the supplement header ("AI 2040") with the essay's content column.
+ The header grid area is `header header header` (parent columns 3–5), so it
+ already starts exactly at the `content` column's left edge — left-aligned
+ header text begins there for free. The only remaining offset is the same
+ `--supplement-content-shift` that nudges the content column's *text* right
+ (padding on ), so we apply that identical shift to the header row and
+ the two line up. Scoped to the toc-rail layouts (≥1281px), where the shift
+ applies; narrower views don't shift the content, so the header already
+ matches without it. */
+@media (min-width: 1281px) {
+ .supplement-header-row {
+ padding-left: var(--supplement-content-shift);
+ }
+}
+
+@media (max-width: 1280px) {
+ .main-grid.main-grid {
+ grid-template-columns: 32px 0px minmax(300px, 700px) minmax(64px, 1fr) minmax(min-content, 430px) 8px;
+ }
+ .section-nav {
+ display: none;
+ }
+}
+
+@media (max-width: 930px) {
+ .main-grid.main-grid {
+ grid-template-areas:
+ "gap1 header header header gap2"
+ "gap1 topGraph topGraph graph gap2"
+ "gap1 content content content gap2"
+ "gap1 choice choice choice gap2"
+ "gap1 fgap fgap fgap gap2"
+ "gap1 cFooter cFooter cFooter gap2";
+ grid-template-columns: 10px minmax(0px, 900px) 64px 0px 10px;
+ }
+}
+
+
+@media (min-width: 1600px) {
+ .main-grid.main-grid {
+ grid-template-columns: 8px minmax(250px, 1fr) minmax(300px, 700px) minmax(32px, 96px) minmax(min-content, 430px) minmax(8px, 1fr);
+ }
+}
+
+body.antialiased {
+ -webkit-font-smoothing: subpixel-antialiased;
+}
+
+@layer utilities {
+ .text-balance {
+ text-wrap: balance;
+ }
+}
+
+summary {
+ cursor: pointer;
+}
+
+details b,
+details strong,
+.report-details b,
+.report-details strong {
+ font-weight: 600;
+}
+
+.content-with-chart {
+ padding-top: 50vh;
+ display: flex;
+ align-items: flex-start;
+ gap: 40px;
+}
+
+.main-content {
+ flex: 1;
+}
+
+.sticky-chart-container {
+ position: sticky;
+ top: 20px;
+ width: 330px;
+ overflow: hidden;
+ margin-top: 250px;
+ opacity: 0.05;
+ transition: opacity 0.15s ease-in-out;
+ flex-grow: 0.35;
+ border: 1.5px solid grey;
+ border-radius: 12px;
+ padding: 8px;
+}
+
+.grid-small {
+ grid-template-areas:
+ "rdmultiple rdmultiple rdmultiple"
+ "computeBudgets computeBudgets goalsPieChart"
+ "capability capability goalsPieChart"
+ "keystats keystats keystats"
+ "techBuckets techBuckets techBuckets"
+ "agentPopulation agentPopulation agentPopulation";
+ grid-template-columns: 1fr 1fr 1fr;
+ grid-template-rows: auto auto 1fr auto auto auto;
+ /* grid-template-rows: 130px 60px 60px 100px 100px 50px; */
+}
+
+/* Single column grid layout for mobile fullscreen view */
+.grid-small-mobile {
+ grid-template-areas:
+ "rdmultiple rdmultiple"
+ "capability goalsPieChart"
+ "keystats keystats"
+ "techBuckets techBuckets"
+ "agentPopulation agentPopulation";
+ grid-template-columns: auto 100px;
+ grid-template-rows: auto auto auto auto auto;
+ width: 100%;
+ max-width: 100vw;
+ overflow-x: hidden;
+}
+
+.footnote-hover {
+ position: relative;
+ text-decoration: underline dotted;
+ cursor: pointer;
+}
+
+/* The container for the actual footnote DOM */
+.footnote-popup {
+ position: absolute;
+ top: 1.2em; /* or bottom: 1.2em, etc. */
+ left: 0;
+ width: 250px;
+ max-width: 300px;
+ background-color: rgba(245, 245, 245, 0.95);
+ color: #444;
+ border: 1px solid #ccc;
+ border-radius: 6px;
+ padding: 0.5rem;
+ font-size: 0.85rem;
+ line-height: 1.2;
+ z-index: 9999;
+}
+
+/* Show the .footnote-popup when hovering over the parent link */
+.footnote-hover:hover .footnote-popup {
+ display: block;
+}
+
+/* HUD PIP and fullscreen mode styles */
+.hud-pip {
+ transform-origin: bottom right;
+ box-shadow: 0 10px 25px rgba(0, 0, 0, 0.2);
+ z-index: 999;
+}
+
+.hud-pip [data-state="open"] {
+ display: none !important; /* Disable tooltips in PIP mode */
+}
+
+.hud-fullscreen {
+ z-index: 999;
+}
+
+@layer base {
+ :root {
+ --background: 0 0% 100%;
+ --foreground: 0 0% 3.9%;
+ --card: 0 0% 100%;
+ --card-foreground: 0 0% 3.9%;
+ --popover: 0 0% 100%;
+ --popover-foreground: 0 0% 3.9%;
+ --primary: 0 0% 9%;
+ --primary-foreground: 0 0% 98%;
+ --secondary: 0 0% 96.1%;
+ --secondary-foreground: 0 0% 9%;
+ --muted: 0 0% 96.1%;
+ --muted-foreground: 0 0% 45.1%;
+ --accent: 0 0% 96.1%;
+ --accent-foreground: 0 0% 9%;
+ --destructive: 0 84.2% 60.2%;
+ --destructive-foreground: 0 0% 98%;
+ --border: 0 0% 89.8%;
+ --input: 0 0% 89.8%;
+ --ring: 0 0% 3.9%;
+ --chart-1: 12 76% 61%;
+ --chart-2: 173 58% 39%;
+ --chart-3: 197 37% 24%;
+ --chart-4: 43 74% 66%;
+ --chart-5: 27 87% 67%;
+ --radius: 0.5rem;
+ }
+ /* .dark {
+ --background: 0 0% 3.9%;
+ --foreground: 0 0% 98%;
+ --card: 0 0% 3.9%;
+ --card-foreground: 0 0% 98%;
+ --popover: 0 0% 3.9%;
+ --popover-foreground: 0 0% 98%;
+ --primary: 0 0% 98%;
+ --primary-foreground: 0 0% 9%;
+ --secondary: 0 0% 14.9%;
+ --secondary-foreground: 0 0% 98%;
+ --muted: 0 0% 14.9%;
+ --muted-foreground: 0 0% 63.9%;
+ --accent: 0 0% 14.9%;
+ --accent-foreground: 0 0% 98%;
+ --destructive: 0 62.8% 30.6%;
+ --destructive-foreground: 0 0% 98%;
+ --border: 0 0% 14.9%;
+ --input: 0 0% 14.9%;
+ --ring: 0 0% 83.1%;
+ --chart-1: 220 70% 50%;
+ --chart-2: 160 60% 45%;
+ --chart-3: 30 80% 55%;
+ --chart-4: 280 65% 60%;
+ --chart-5: 340 75% 55%;
+ } */
+}
+@layer base {
+ * {
+ @apply border-border;
+ }
+ body {
+ @apply bg-background text-foreground;
+ }
+}
+
+h2 {
+ scroll-margin-top: 25vh;
+}
+
+/* Add this CSS rule into your global stylesheet */
+/* Reveal the text by clipping it from the bottom upward */
+@keyframes revealDown {
+ 0% {
+ clip-path: inset(0 0 100% 0); /* Clipped from the bottom (hidden) */
+ opacity: 1;
+ }
+ 50% {
+ opacity: 0.8;
+ clip-path: inset(0 0 95% 0);
+ }
+ 100% {
+ clip-path: inset(0 0 0 0); /* Fully visible */
+ opacity: 1;
+ }
+}
+
+/* CSS class to trigger the revealDown animation */
+.animate-revealDown {
+ animation: revealDown 1.5s ease-out forwards;
+}
+
+/* Audio player scrub label: slide the chapter title in/out as you scrub. */
+@keyframes scrub-enter-right {
+ from { transform: translateX(100%); opacity: 0; }
+ to { transform: translateX(0); opacity: 1; }
+}
+@keyframes scrub-enter-left {
+ from { transform: translateX(-100%); opacity: 0; }
+ to { transform: translateX(0); opacity: 1; }
+}
+@keyframes scrub-exit-left {
+ from { transform: translateX(0); opacity: 1; }
+ to { transform: translateX(-100%); opacity: 0; }
+}
+@keyframes scrub-exit-right {
+ from { transform: translateX(0); opacity: 1; }
+ to { transform: translateX(100%); opacity: 0; }
+}
+.animate-scrub-enter-right { animation: scrub-enter-right 0.3s ease-out; }
+.animate-scrub-enter-left { animation: scrub-enter-left 0.3s ease-out; }
+.animate-scrub-exit-left { animation: scrub-exit-left 0.3s ease-out forwards; }
+.animate-scrub-exit-right { animation: scrub-exit-right 0.3s ease-out forwards; }
+
+/* Override katex default larger font size */
+.katex.katex {
+ font-size: 1em;
+}
+
+number-flow-react::part(left),
+number-flow-react::part(right),
+number-flow-react::part(left)::after,
+number-flow-react::part(right)::after,
+number-flow-react::part(symbol) {
+ padding: calc(var(--number-flow-mask-height, 0.25em) / 2) 0;
+}
+
+.essay-footnote {
+ flex-direction: row;
+ gap: 10px;
+}
+
+.essay-footnote p, .essay-footnote ol, .essay-footnote ul {
+ font-size: 14px;
+ margin: 0;
+ line-height: 1.5;
+}
+
+main h1 {
+ font-size: 52px;
+}
+
+.footnote-page p {
+ display: inline;
+}
+
+.summary-chart p {
+ font-size: 14px;
+ line-height: 1.4;
+}
+
+.tab-boxes p, .tab-boxes li {
+ font-size: 16px;
+ line-height: 1.45;
+ margin-bottom: 0.5em;
+}
+
+.tab-boxes ol {
+ margin-top: 0.5em;
+ margin-bottom: 0.5em;
+}
+
+.tab-boxes a {
+ text-decoration: none;
+ color: var(--accent);
+ font-weight: 600;
+}
+
+@supports not selector(:first-child) {
+ .requires-modern-css {
+ display: none !important;
+ }
+}
+
+.scrollbar-hide, .scrollbar-hide * {
+ -ms-overflow-style: none;
+ scrollbar-width: none;
+ scrollbar-color: transparent transparent;
+}
+.scrollbar-hide::-webkit-scrollbar {
+ display: none;
+}
+
+blockquote {
+ border: 2px solid #232323;
+ border-radius: 8px;
+ padding: .25rem 1.5rem;
+ margin: 1rem 0;
+}
+
+.good-ending-text { font-size: 1.4rem; }
+.good-ending-text h1 { font-size: 3rem; margin: 1.25em 0 1em 0; }
+
+@media (max-width: 767px) {
+ .good-ending-text h1 { font-size: 2rem; line-height: 1.3; }
+ /* Keep the heading ladder descending under the 2rem mobile h1: tufte's
+ desktop sizes (h2 2.25rem, h3 1.85rem, h4 1.5rem) would otherwise
+ render h2 BIGGER than h1 and h4 bigger than the scaled h3. h5 keeps
+ tufte's 1.3rem, which already sits below the 1.35rem h4. */
+ .good-ending-text h2 { font-size: 1.7rem; }
+ .good-ending-text h3 { font-size: 1.45rem; }
+ .good-ending-text h4 { font-size: 1.35rem; }
+ /* ai-2027's mobile body size. tufte.css carries the same rule at 730px,
+ but the .good-ending-text font-size above out-specifies it (paragraphs
+ inherit), so it must be restated at this level. 767px matches the rest
+ of this site's mobile breakpoint. */
+ .good-ending-text { font-size: 1.25rem; }
+ .good-ending-text :where(p, dl, ol, ul, summary, blockquote, li) {
+ line-height: 1.45;
+ }
+}
+.good-ending-text :where(p, dl, ol, ul, summary, blockquote, li) { font-size: inherit; }
+
+/* Narrow non-mobile window (two-column playbook layout, 930–1024px): shave a
+ couple px off body text and scale headings down ~10%. Set once here at the
+ top-level container instead of threading a class through Markdown.tsx.
+ Line-height is unitless (1.5) so it auto-follows whatever font-size wins —
+ change the size and the leading tracks it, no separate override needed. */
+@media (min-width: 930px) and (max-width: 1135px) {
+ .good-ending-text { font-size: 1.2rem }
+ .good-ending-text :where(p, dl, ol, ul, summary, blockquote, li) { line-height: 1.5; }
+ .good-ending-text h1 { font-size: 2.4rem; }
+ .good-ending-text h2 { font-size: 2.03rem; }
+ .good-ending-text h3 { font-size: 1.53rem; }
+ .good-ending-text h4 { font-size: 1.35rem; }
+ .good-ending-text h5 { font-size: 1.17rem; }
+}
+.markdown-content.supplement-essay-prose {
+ box-sizing: border-box;
+}
+.markdown-content.supplement-essay-prose > :not(h1):not(h2):not(h3):not(h4):not(h5):not(h6) {
+ max-width: 800px;
+ margin-left: auto;
+ margin-right: auto;
+}
+.markdown-content.supplement-essay-prose > h1,
+.markdown-content.supplement-essay-prose > h2,
+.markdown-content.supplement-essay-prose > h3,
+.markdown-content.supplement-essay-prose > h4,
+.markdown-content.supplement-essay-prose > h5,
+.markdown-content.supplement-essay-prose > h6 {
+ max-width: none;
+ width: 100%;
+ box-sizing: border-box;
+ overflow-wrap: break-word;
+}
+/* Top-level Part headings (h1) get a strong gap above to separate the major
+ sections — base tufte h1 has margin-top:0, which left Part 2 cramped. */
+.markdown-content.supplement-essay-prose > h1 {
+ margin-top: 5rem;
+}
+
+/* Images carry a small negative left margin for optical alignment in the main
+ essay column; inside an expanded details section that would push them across
+ the section's brown left rule. Reset it there so they stay inside the rule. */
+details .ml-\[-20px\],
+details .ml-\[-8px\] {
+ margin-left: 0 !important;
+}
+
+/* "Back to contents" arrow in the left margin of supplement headings. Hidden
+ everywhere else (the link target #top-toc only exists in supplements). */
+.toc-backlink {
+ display: none;
+}
+.markdown-content.supplement-essay-prose > :is(h1, h2, h3, h4, h5, h6) {
+ position: relative;
+}
+/* On every level of section heading inside supplements (h1 = top-level
+ section like Executive Summary / Verifying the deal; h2/h3 = sub-sections
+ and timeline rows). Scoped via :has(#top-toc) so the triangle only
+ appears in supplements whose body actually contains a :::toc block —
+ right now that's only verification-plan. Em-sized border-triangle,
+ vertically centered. */
+.markdown-content.supplement-essay-prose:has(#top-toc) > :is(h1, h2, h3) .toc-backlink {
+ display: inline-block;
+ position: absolute;
+ right: 0;
+ top: 50%;
+ transform: translateY(-50%);
+ width: 0;
+ height: 0;
+ border-left: 0.32em solid transparent;
+ border-right: 0.32em solid transparent;
+ border-bottom: 0.5em solid rgba(0, 0, 0, 0.2);
+ text-decoration: none;
+ transition: border-bottom-color 0.15s ease-out;
+}
+.markdown-content.supplement-essay-prose:has(#top-toc) > :is(h1, h2, h3) .toc-backlink:hover {
+ border-bottom-color: rgba(0, 0, 0, 0.55);
+}
+
+.ai2030-feedback-scroll-area {
+ scrollbar-width: none;
+ -ms-overflow-style: none;
+}
+.ai2030-feedback-scroll-area::-webkit-scrollbar {
+ width: 0;
+ height: 0;
+ display: none;
+}
+
+/* Feed panel on /feedback sliding open from its collapsed strip. */
+@keyframes ai2030-feed-slide-in {
+ from {
+ width: 44px;
+ }
+ to {
+ width: 420px;
+ }
+}
+
+/* Persistent highlight on the selected text while its feedback dialog is open,
+ so it stays visible even after focus moves into the dialog inputs. */
+::highlight(ai2030-feedback-selection) {
+ background-color: #accef7;
+ color: black;
+}
+
+/* While the feedback dialog's persistent highlight is showing, the native
+ selection is kept alive (so the reader can still copy the text) but restyled
+ to the same color so the two highlights render as one. */
+.ai2030-feedback-selection-active ::selection {
+ background-color: #accef7;
+ color: black;
+}
+
+/* Gentle pop when a submitted-feedback margin icon first appears (page load,
+ and right after the feedback dialog fades out on submit). */
+@keyframes ai2030-feedback-icon-pop {
+ from {
+ opacity: 0;
+ transform: scale(0.6);
+ }
+ to {
+ opacity: 1;
+ transform: scale(1);
+ }
+}
+.ai2030-feedback-icon-pop {
+ animation: ai2030-feedback-icon-pop 180ms ease-out;
+}
+
+/* Subtle dotted underline on passages the reader has already left feedback on
+ (rendered by SubmittedFeedbackLayer via the CSS Custom Highlight API). */
+::highlight(ai2030-feedback-submitted) {
+ text-decoration-line: underline;
+ text-decoration-style: dotted;
+ text-decoration-color: rgba(0, 0, 0, 0.45);
+ text-underline-offset: 3px;
+}
+
+/* Solid underline on the passage whose margin icon/popover is being hovered,
+ so the reader can tell which line the feedback belongs to. */
+::highlight(ai2030-feedback-submitted-active) {
+ text-decoration-line: underline;
+ text-decoration-style: solid;
+ text-decoration-color: rgba(0, 0, 0, 0.8);
+ text-underline-offset: 3px;
+}
+
+.ai2030-feedback-inline-highlight {
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+ANZ 2040: the decisions we still get to make
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ANZ 2040: the decisions we still get to make
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What can Australia and New Zealand actually decide if AI becomes much more powerful over the next decade?
+
We start from the excellent AI 2040, which describes choices the United States and China could make. We zoom in on what those choices would mean for Australia and New Zealand, and what we could still do ourselves.
+
The probabilities below assume rapid AI progress. We leave aside the roughly 35% chance that progress plateaus first.
+
We don't get to choose whether the United States and China race, slow down, or make a deal. We don't get to choose whether a powerful AI remains under human control. But we do get a few choices about our position before those larger decisions are made. Some are cheap and useful across almost every future. The valuable later choices only exist if we prepare for them now.
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What Australia and New Zealand can do*
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1. Prepare before it looks urgent (2026-28)
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The later choices need ordinary government machinery: royalty laws, approved land, a way to pay a dividend, biosecurity capacity, and working relationships with other middle powers. None of this requires believing one precise AI forecast. It is cheap compared with discovering in 2029 that the legal and diplomatic work takes five years.
+
Biosecurity is the clearest case. AI 2040 proposes "massive investments into biosecurity and other measures to improve the resilience of the world," but does not assign the work to anyone. New Zealand already runs a serious agricultural biosecurity system. This is a useful thing for it to get unusually good at.
+
2. Train the people the treaty needs (2026-29)
+
Australia and New Zealand can contribute people even when they cannot contribute frontier models. AI 2040 allocates only 1% of its safety budget to studying model character, meaning persistent behavioural tendencies or "personas+propensities." It says almost nothing about activation steering, which changes behaviour by intervening on a model's internal activity, or assistance games, which train an AI to infer what a person wants through cooperation. It does call truth-seeking AI and public forecasting a priority. Australia and New Zealand could specialise in those areas, as well as evaluations, treaty verification, biosecurity, and cyber work through the Five Eyes intelligence alliance. (Alignment roadmap, AI for epistemics)
+
3. Ask for terms before signing (2029)
+
Australia is named among the countries that join the deal. New Zealand is not mentioned in any of the 18 supplements we checked. Once inside, leaving could mean sanctions, cyberattack, or war. The realistic decision is therefore what to ask for before signing: hosted data centres, a strategic chip reserve, verification seats, equity in AI companies, and durable access rather than a revocable API account.
+
Scott Alexander's summary is unusually blunt. Observer countries follow the rules in return for data centres, AI access, and a share of future wealth, even though the great powers don't strictly need to offer it. That makes accession our best bargaining moment. Signing the standard form gives it away. (Introducing Plan A)
+
4. Host allied compute (2030-32)
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AI 2040 moves advanced chip fabs and robot production into special economic zones that can be destroyed if the deal breaks. The zones are meant to sit near an ocean or an adversarial power, and the robot economy expands inside them until it is as large as today's human economy. North-west Australia fits those criteria and sits above much of the ore the machines would consume. (Deal decline, economics)
+
Hosting creates exposure as well as income. The same cluster can be a target, collateral for the treaty, and leverage against being cut off. Tom Davidson makes the mechanism explicit: if the US withdraws AI access, allies could destroy US data centres on their territory. A kill switch negotiated at accession is leverage. A foreign cluster accepted without access rights is just exposure. (Davidson 2026)
+
There is also a smaller trusted-vault option. Australia could host cold-storage model weights, treaty verification equipment, or monitoring linked to Pine Gap without hosting the whole robot economy. Geologically stable ground and Five Eyes trust make this the lowest-volume version of the policy.
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5. Keep a public stake in the machine economy (2031-34)
+
The US dividend in AI 2040 comes from compute permits. By 2035, the scenario sends 75% of the US permit share to US citizens. Australia and New Zealand cannot rely on that. Our dividend would need resource royalties, land taxes, and public equity held through the Future Fund and NZ Super. Those rules need to exist before cognitive labour becomes cheap and wage earners lose their bargaining power. (Economics of Plan A)
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Who owns the rents matters more than the size of the boom. The same ore and land can support a public dividend or a few mining dynasties. Leicht and Ball warn that selling a strategic firm can look like an unexpected windfall while giving up the country's "ticket guaranteeing their home country's stake in the AI economy." In a rapid takeoff, taking only cash is especially bad: the useful payment is equity, access, or ownership of productive assets. (The Race Worth Winning)
+
Australia probably starts above the generic non-US country. Compulsory superannuation gives many households an existing claim on global capital, while mining gives governments a claim on inputs the robot economy needs. Neither is evenly shared by default. Superannuation gains follow existing balances and investment choices. Mining income reaches households only when royalties, taxes, public ownership, or transfers capture it. That is what separates the Dividend commonwealth from the Quarry economy.
+
The political claim is stronger, and more speculative. If governments no longer depend on wages or citizen labour, owners and automated security may stop needing broad consent. A legally entrenched citizen claim on public assets keeps ordinary people tied to the revenue stream and gives them something material to defend through democratic institutions. We are treating distribution as a constraint on domestic power, not merely as welfare.
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6. Choose a side if the deal collapses (2030s)
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If the US-China deal declines, Australia's security guarantor and largest customer pull in opposite directions. Joining the US bloc keeps the alliance and loses trade. A concert with Japan, Korea, Canada, the Netherlands, and the UK might bargain for access, but only if it was built before the crisis. Leicht and Ball's warning is that a coalition improvised late will be picked off "one by one." Trying to hedge returns us to someone else's empire by a slower route. Free Chinese open-weight models don't remove the dependency; a supplier earning nothing from us also loses nothing by cutting us off. (The Race Worth Winning, Davidson 2026)
+
Where this could leave us*
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Doom and concentrated global power account for most of our probability. Australia and New Zealand only get the later choices if humanity keeps control and no single actor takes it all.
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I. Doom, about 50%
+
AI 2040's own comparison gives Plan A a 42% chance of a "great future," falling to 10-25% for its alternatives. Combining the table's conditional rows implies misaligned takeover at roughly one quarter under Plan A and roughly three quarters in the modal race. Our 50% is a rough mixture across those possibilities.
+
Yudkowsky and Soares state the doom case much more strongly than our estimate:
+
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"If any company or group, anywhere on the planet, builds an artificial superintelligence using anything remotely like current techniques, based on anything remotely like the present understanding of AI, then everyone, everywhere on Earth, will die."
Once control is lost, Australia has no policy response left. The preparations above have to improve the odds before then.
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II. Someone else's empire, about 25%
+
The AI remains aligned, but control does not spread. A government, company, or person holds the decisive systems. Australia and New Zealand may be materially rich, especially while iron demand is high, but they live under rules set elsewhere.
+
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"a tiny group of people, or possibly just a single individual, is effectively in control of the world’s only army of superintelligences"
We negotiated terms, captured resource and land rents, and built the dividend before wages collapsed. Households share in the assets that became valuable instead of watching those assets reprice around them. The better version also uses AI inside courts, health systems, and government rather than treating it only as something to regulate.
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"In Plan A, most of the US permit revenue share (75% in 2035) is redistributed to the US population as a Citizen’s Dividend, resulting in roughly $1M/yr per person in 2035 and around $10M/yr in 2040."
This is the drift outcome. The country exports what the robot economy needs, but has no dividend rail and no public stake. AI 2040's land model makes the distribution problem concrete: single-family homes rise about 40 times while 97% of their paper value becomes land. Incumbent owners gain while cognitive wages fall. The nation is rich and the median household is poor, without anyone needing to plan it.
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"As AI devalues human capital relative to physical and intangible assets, capital income consumes a growing proportion of national income. Elevated spending on luxury goods and a productivity-driven investment boom sustains elevated economic growth even as millions face unemployment and diminished purchasing power."
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UK Government Office for Science and AI Security Institute, AI Scenarios 2030
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The resource boom also expires. On current reserves and extraction, iron is the shortest-dated major reserve at roughly 55 years. A machine economy growing every 6-12 months would bring exhaustion and substitution forward. AI 2040 models the demand for energy and land, but not the Australian terms of trade or the cost of scaling mines.
+
V. Allied compute host
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Australia accepts the data centres and robot zones, but only after securing access and ownership terms. Land, power, and Five Eyes trust become a stake in the machine economy. The price is physical exposure: the hosted clusters are treaty collateral, and the treaty's wars become ours.
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"If the US withdraws AI access, allies could destroy US data centres in response. It's a way to lock in the deal."
The deal collapses and Australia chooses the US bloc. We keep the security relationship and lose much of the Chinese market. Iron becomes a strategic allocation rather than an ordinary export. This future is poorer and tenser than the dividend or hosting alternatives, but Australia still has a seat.
+
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"middle powers should help the US, and make sure they are rewarded with continued access to frontier AI and new technologies (including military tech)"
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"The only alternative that makes sense to me is siding with China."
AI stalls or governments shut the frontier down. The consents are unused, the royalty argument was early, and the extra biosecurity capacity looks like insurance that did not pay. This is the cheapest way for our preparations to be wrong.
+
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"AI progress slows, and AI causes less disruption than expected."
+
UK Government Office for Science and AI Security Institute, AI Scenarios 2030
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+
VIII. Middle-power concert
+
The deal declines, but a coalition formed before the crisis holds together. Australia and New Zealand pool their supply-chain and hosting leverage with Japan, Korea, Canada, the Netherlands, and the UK. None could demand durable access alone. Together they may get terms and help write the rules.
+
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"Coordination, done right, reassures partners that they can focus on their comparative advantage instead of pursuing full autarky; and it enables powers to see eye to eye with AI exporters instead of being picked off by great powers offering rewards for defection one by one."
IX. Homegrown autocracy free beer and rugby for life
+
This is the domestic version of the global power-grab risk. Cognitive wages collapse, public ownership never develops, and automated security removes the state's remaining practical dependence on citizens. No coup is required. Political leverage drains away with economic leverage.
+
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Luckily we completely dodged a coup and now have Benevolent Dictator for Life (BDFL) Gina Palmer to lead us through. Everyone is very happy, especially since the free beer, rugby, and netball are a great respite from our quickly shrinking population and ever more confusing global situation. - Joe Citizen, 2041
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+
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"AI could create a similar effect: if governments can generate massive revenue from taxing AI projects rather than citizens, heads of state may lose their economic incentive to ensure citizens prosper. This would weaken citizens’ power to resist coup and backsliding attempts."
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"By replacing government employees with loyal AI systems, a head of state could remove important checks on their power."
AI 2040 models energy consumption rising about eight times by 2040 and notes that proven mineral reserves cover decades of current extraction, but it does not price the tonnage needed for a robot economy growing every 6-12 months. Coal, uranium, energy trade, and Australian mine capacity are outside its model. (Economics of Plan A)
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We use its land estimates with the authors' warning that this is a "very rough model" they do not necessarily endorse. We also give model character and activation steering more weight than their roadmap does.
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AI 2040 does share some US wealth abroad, but very unevenly. In 2032 its American dividend starts at $45,000 while adults outside the US and China average $1,200. By 2035 the figures are about $1M and $10,000. Australia may do better than that generic non-US payment through superannuation and mining, but only if the gains are broadly owned. A rich national balance sheet can still leave the median household without economic leverage. (AI 2040)
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We leave out a trans-Tasman split and a separate Australian decision during US sabotage operations because neither changes the main choices above.
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Sources and thanks
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This is built from the AI Futures Project's AI 2040 scenario and supplements. Their caveat applies to our use of the numbers too: the economic model "plausibly contains bugs" and they do not trust its outputs to be accurate. The local source mirrors retain exact line references for auditing.
+
It also benefited from a June 2026 scoping discussion with authors of related scenarios and Australian policy participants. Those workshop notes are private and are not included in the public source archive.
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* The Australian and New Zealand decisions and futures are extrapolations from the cited work. A citation means we used that source, not that its authors endorse this scenario.