It's important for citizens to understand the relative strengths and weaknesses of the Canadian and US economy before they decide that the country needs a 'deal'. I've brought together a bunch of background info that I haven't heard much of from the legacy media. I think it suggests Canada is doing a whole lot better than America right now. https://billhulet.substack.com/p/my-hot-take-on-the-current-trade
The uptake (successfully getting value put of llms) is probably the bigger opportunity than the models themselves at this point - as model performance gains plateau and converge, the possible margin per token may get close to nothing.
Canada punches above its weight on a research pov, but misses on capitalization. That said I think US market is going to take a massive hit from over investment. Related sometimes Canada's caution is a good thing! (See financial crisis).
On the other hand... The opportunity for the frontier labs is less on research / capital in my opinion, but whether network effect becomes a material advantage.