The AI Operator Economy
The next divide between nations will not be who adopts AI, but who can direct it. Operating density — the share of a population that can direct AI to build, not merely consume what it produces — is the number that decides who captures the value of the AI economy.
AI lets labour command capital-scale output without owning capital. A nation's future is the count of how many of its people can direct AI to build, and whether it owns the compute they run on.