My issue with this is that it's focused on one single, very detailed narrative (the battle between China and the US, played on a timeframe of mere months), while lacking any interesting discussion of other consequences of AI: what its impact is going to be on the job markets, employment rates, GDPs, political choices... Granted, if by this narrative the world is essentially ending two/ three years from now, then there isn't much time for any of those impacts to actually take place- but I don't think this is explicitly indicated either. If I am not mistaken, the bottom line of this essay is that, in all cases, we're five years away from the Singularity itself (I don't care what you think about the idea of Singularity with its capital S but that's what this is about).