Video yükleniyor...

Video Yüklenemedi

Bu video yüklenirken bir sorun oluştu. Bu geçici bir ağ sorunundan kaynaklanıyor olabilir veya video kullanılamıyor olabilir.

Ana Sayfaya Dön

ChinaTalk's Jordan Schneider came on Unsupervised Learning this week in an episode 15+ years in the making. Jordan is my go-to expert on all things China x AI. His hugely popular newsletter and podcast cover China's technology ecosystem, geopolitics, and economic policy. And we've been good friends since college.... show more

Jacob Effron

3,444 subscribers

13,081 görüntüleme • 8 ay önce •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

🚨🚨🚨BREAKING: Nvidia CEO was just asked about his thoughts on Huawei and China > Huawei is one of the most formidable technology companies in the world. > they are incredible in computing, networking technology and software capabilities > they have all the essential capabilities to advance AI > China is right behind the US in AI > 50% of the world’s AI researchers are chinese The race is on.

🚨🚨🚨BREAKING: Nvidia CEO was just asked about his thoughts on Huawei and China > Huawei is one of the most formidable technology companies in the world. > they are incredible in computing, networking technology and software capabilities > they have all the essential capabilities to advance AI > China is right behind the US in AI > 50% of the world’s AI researchers are chinese The race is on.

NIK

585,511 görüntüleme • 1 yıl önce

Just watched Kai-Fu Lee 's interview on the US-China AI landscape. A few takeaways felt especially useful✌️: 1. The US is currently about 15 months ahead of China in frontier AI models. 2. Top US AI companies are like “geniuses trying to win the Nobel Prize,” while Chinese AI companies are more like “a group of smart kids forming a study group.” They still compete, but open source creates more shared learning. 3. China’s AI companies face a real monetization challenge in enterprise software. Many Chinese companies are less used to annual subscriptions or usage-based pricing, and still tend to think of software as project-based work. 4. For the same product, Western, Middle Eastern, and Central Asian companies may be willing to pay around 8x more than Chinese companies. That helps explain why many Chinese AI companies are expanding overseas. 5. China may produce many breakthrough AI consumer apps, because Chinese companies are especially strong at consumer apps, hardware, robotics, embodied AI, and AI-first devices. 6. The US may continue to lead in frontier models, while China may move faster in turning AI into products people actually use. 7. His advice for young people in the age of AI: you don’t necessarily need to become an engineer first. What matters more is accountability, taste, conviction, courage, and foresight. More👇

Just watched Kai-Fu Lee 's interview on the US-China AI landscape. A few takeaways felt especially useful✌️: 1. The US is currently about 15 months ahead of China in frontier AI models. 2. Top US AI companies are like “geniuses trying to win the Nobel Prize,” while Chinese AI companies are more like “a group of smart kids forming a study group.” They still compete, but open source creates more shared learning. 3. China’s AI companies face a real monetization challenge in enterprise software. Many Chinese companies are less used to annual subscriptions or usage-based pricing, and still tend to think of software as project-based work. 4. For the same product, Western, Middle Eastern, and Central Asian companies may be willing to pay around 8x more than Chinese companies. That helps explain why many Chinese AI companies are expanding overseas. 5. China may produce many breakthrough AI consumer apps, because Chinese companies are especially strong at consumer apps, hardware, robotics, embodied AI, and AI-first devices. 6. The US may continue to lead in frontier models, while China may move faster in turning AI into products people actually use. 7. His advice for young people in the age of AI: you don’t necessarily need to become an engineer first. What matters more is accountability, taste, conviction, courage, and foresight. More👇

Mia Bao

44,564 görüntüleme • 1 ay önce

.Rep. Brian Mast: We are in an AI Arms Race with China—Any 🇺🇸 advanced AI chip exported to China can and will be used against us and our allies. My bill will keep our advanced AI chips out of the hands of Chinese commies and further boost President Trump’s America First agenda.

.Rep. Brian Mast: We are in an AI Arms Race with China—Any 🇺🇸 advanced AI chip exported to China can and will be used against us and our allies. My bill will keep our advanced AI chips out of the hands of Chinese commies and further boost President Trump’s America First agenda.

House Foreign Affairs Committee Majority

90,635 görüntüleme • 6 ay önce

China is trying to pop the US AI bubble. Xi just announced China will provide 30 countries with 5,000 AI training and seminar opportunities while building international AI application cooperation centers. China and the US have a different definition of "winning" the AI race. The US strategy: Spend trillions building and controlling the AI infrastructure the world will depend on through a proprietary ecosystem. China is taking the opposite approach: Build cheaper open-source models with similar performance and encourage the world to build on top of them. The bet is simple: The winner of AI will not necessarily be whoever owns the infrastructure. .... It will be whoever builds the best companies on top of it. Just like in the post-dot-com era... The biggest winners were companies like Amazon, Google, and Microsoft that built businesses on top of open infrastructure.

China is trying to pop the US AI bubble. Xi just announced China will provide 30 countries with 5,000 AI training and seminar opportunities while building international AI application cooperation centers. China and the US have a different definition of "winning" the AI race. The US strategy: Spend trillions building and controlling the AI infrastructure the world will depend on through a proprietary ecosystem. China is taking the opposite approach: Build cheaper open-source models with similar performance and encourage the world to build on top of them. The bet is simple: The winner of AI will not necessarily be whoever owns the infrastructure. .... It will be whoever builds the best companies on top of it. Just like in the post-dot-com era... The biggest winners were companies like Amazon, Google, and Microsoft that built businesses on top of open infrastructure.

Lukas Ekwueme

195,621 görüntüleme • 10 gün önce

In this week’s episode of The Bid #podcast, Catherine Kress, Head of Geopolitical Research at BlackRock, and Jeff Shen, Co-Head of Systematic Equities at BlackRock, join host Oscar Pulido to understand the current themes driving the intersection of #AI and geopolitics, how the technology and AI race is evolving, and the broader implications of the shifting U.S. policy landscape on active management opportunities. Listen 🎧 to the full episode here:

In this week’s episode of The Bid #podcast, Catherine Kress, Head of Geopolitical Research at BlackRock, and Jeff Shen, Co-Head of Systematic Equities at BlackRock, join host Oscar Pulido to understand the current themes driving the intersection of #AI and geopolitics, how the technology and AI race is evolving, and the broader implications of the shifting U.S. policy landscape on active management opportunities. Listen 🎧 to the full episode here:

BlackRock

20,927 görüntüleme • 1 yıl önce

🚨NEW EPISODE: LEADING🚨 This week, Rory Stewart and ALASTAIR CAMPBELL are joined by artist & activist Ai Weiwei. They discuss his experience being held prisoner by the Chinese government, why Trump is the best product to come out of the US, and if censorship is getting out of hand in the West. Link in the replies 👇

🚨NEW EPISODE: LEADING🚨 This week, Rory Stewart and ALASTAIR CAMPBELL are joined by artist & activist Ai Weiwei. They discuss his experience being held prisoner by the Chinese government, why Trump is the best product to come out of the US, and if censorship is getting out of hand in the West. Link in the replies 👇

The Rest Is Politics

22,225 görüntüleme • 4 ay önce

🎙 New episode of the DeXe Podcast is live! Hosted by Sergio K, this episode features Shashank | 𝔽rAI from Fraction AI, a leading builder in decentralized AI. We talked about: • How decentralized models help train AI through competition and reinforcement learning • Tokenization, governance, and ownership of AI agents • AI future, impact, and limitations 🔴Watch on YouTube: 🎧 Listen on Spotify: Curious about the future of AI training, ownership, and governance and how it all merges with blockchain? Tune in to the full episode!

🎙 New episode of the DeXe Podcast is live! Hosted by Sergio K, this episode features Shashank | 𝔽rAI from Fraction AI, a leading builder in decentralized AI. We talked about: • How decentralized models help train AI through competition and reinforcement learning • Tokenization, governance, and ownership of AI agents • AI future, impact, and limitations 🔴Watch on YouTube: 🎧 Listen on Spotify: Curious about the future of AI training, ownership, and governance and how it all merges with blockchain? Tune in to the full episode!

DeXe Protocol

30,393 görüntüleme • 1 yıl önce

China is far more optimistic about AI than America is. On the latest episode of The Insider our top editors discuss why the two countries see the same technology so differently and what our reporting on the ground says about how Chinese workers are really feeling

China is far more optimistic about AI than America is. On the latest episode of The Insider our top editors discuss why the two countries see the same technology so differently and what our reporting on the ground says about how Chinese workers are really feeling

The Economist

79,895 görüntüleme • 5 gün önce

Sundar Pichai (Sundar Pichai), Google CEO, on: 🔹Race to AGI 🔹Agents 🔹AI & Information Diet 🔹Open Source 🔹Cybersecurity 🔹US vs China Intro AI agents replacing parts of the internet AI agents deciding our information diet Will agents kill the “raw internet”? AI cyberattacks and Google’s defense strategy Should dangerous cyber AI models be held back? The threshold for releasing powerful AI Why Google hasn't open-sourced a large model The broken business model with open-source AI American companies using Chinese AI The risk of building on China’s AI ecosystem Why Google cares so much about cheap, fast AI models Sundar on self-improving AI and the race to AGI Google’s compute situation Google has more AI demand than compute Google’s biggest compute bottleneck

Sundar Pichai (Sundar Pichai), Google CEO, on: 🔹Race to AGI 🔹Agents 🔹AI & Information Diet 🔹Open Source 🔹Cybersecurity 🔹US vs China Intro AI agents replacing parts of the internet AI agents deciding our information diet Will agents kill the “raw internet”? AI cyberattacks and Google’s defense strategy Should dangerous cyber AI models be held back? The threshold for releasing powerful AI Why Google hasn't open-sourced a large model The broken business model with open-source AI American companies using Chinese AI The risk of building on China’s AI ecosystem Why Google cares so much about cheap, fast AI models Sundar on self-improving AI and the race to AGI Google’s compute situation Google has more AI demand than compute Google’s biggest compute bottleneck

Matthew Berman

305,909 görüntüleme • 2 ay önce

“The Belt and Road analogy is kinda weird to me,” says ChinaTalk founder Jordan Schneider, on China’s strategy of giving its AI models away to the world. “If you buy the thesis that we can’t trust America, it seems weird to go from that to, okay, so we’ll trust China . . . The answer is no, we need to do this ourselves.” On this episode of The Spillover, Sebastian Mallaby sits down with Schneider to unpack why China is handing out free AI, and whether doing so buys Beijing any real leverage.

“The Belt and Road analogy is kinda weird to me,” says ChinaTalk founder Jordan Schneider, on China’s strategy of giving its AI models away to the world. “If you buy the thesis that we can’t trust America, it seems weird to go from that to, okay, so we’ll trust China . . . The answer is no, we need to do this ourselves.” On this episode of The Spillover, Sebastian Mallaby sits down with Schneider to unpack why China is handing out free AI, and whether doing so buys Beijing any real leverage.

Council on Foreign Relations

13,470 görüntüleme • 14 gün önce

Chinese Premier Li Qiang delivered the government work report on behalf of the State Council at the opening meeting of the fourth session of the 14th National People's Congress on Thursday. China has set an economic growth target of 4.5% to 5% for this year, and will strive for better in practice, according to the report. What exactly does that target mean? How can the consumption be further boosted? And just how far will the country push the boundaries of AI development? In this episode of China Xplained, we'll talk to Chinese economists and foreign experts to find out.

Chinese Premier Li Qiang delivered the government work report on behalf of the State Council at the opening meeting of the fourth session of the 14th National People's Congress on Thursday. China has set an economic growth target of 4.5% to 5% for this year, and will strive for better in practice, according to the report. What exactly does that target mean? How can the consumption be further boosted? And just how far will the country push the boundaries of AI development? In this episode of China Xplained, we'll talk to Chinese economists and foreign experts to find out.

Hi,GBA

120,426 görüntüleme • 5 ay önce

SITUATION EXPLAINED: What does the Chinese AI ecosystem actually look like beyond DeepSeek? Gabrierl (.Gabriel) asked FleetingBits, anonymous AI researcher. "Most people are familiar with DeepSeek. But if we look at other Chinese labs like Zhipu, Minimax, Moonshot, ByteDance, they're a little bit less well known." "Zhipu is sort of the Chinese equivalent of Palantir... it receives state support through contracts with state-owned enterprises. GLM 5.2 was a Zhipu model. And unique among Chinese AI labs, it has actually pretty good gross margins, around 40%. All of its revenue comes from these state-owned enterprises for which it does these Palantir deployments where it takes its GLM models and deploys them locally on their hardware." "MiniMax is interesting because they're sort of the character AI of China, a companion app called Talky and a video generation app called Hailuo. And the majority of their revenue comes from outside China, including a decent chunk from the United States." "Doubao, which is ByteDance's equivalent of ChatGPT, is the most popular AI app in China." "The Chinese ChatGPT is actually ByteDance. And I think they don't make a splash in America because they don't open source any of their models."

SITUATION EXPLAINED: What does the Chinese AI ecosystem actually look like beyond DeepSeek? Gabrierl (.Gabriel) asked FleetingBits, anonymous AI researcher. "Most people are familiar with DeepSeek. But if we look at other Chinese labs like Zhipu, Minimax, Moonshot, ByteDance, they're a little bit less well known." "Zhipu is sort of the Chinese equivalent of Palantir... it receives state support through contracts with state-owned enterprises. GLM 5.2 was a Zhipu model. And unique among Chinese AI labs, it has actually pretty good gross margins, around 40%. All of its revenue comes from these state-owned enterprises for which it does these Palantir deployments where it takes its GLM models and deploys them locally on their hardware." "MiniMax is interesting because they're sort of the character AI of China, a companion app called Talky and a video generation app called Hailuo. And the majority of their revenue comes from outside China, including a decent chunk from the United States." "Doubao, which is ByteDance's equivalent of ChatGPT, is the most popular AI app in China." "The Chinese ChatGPT is actually ByteDance. And I think they don't make a splash in America because they don't open source any of their models."

MTS

170,881 görüntüleme • 1 ay önce

🇨🇳🇺🇸The former US Ambassador to China, Nicolas Burns, spoke honestly about China when he was out of the office: "We've underestimated Chinese power... I think the Chinese technology, military, and economics are stronger than we think they are." He articulated his points by comparing the high-speed rail infrastructure, the number of students in science and engineering, and the strategic plans of Chinese diplomacy and military... Infrastructure: The level of infrastructure in China that America lacks is a significant strength. Number of scientists: 34% of first-year university students in China study engineering or the STEM fields, while the number in America is 5.6%. And China has a larger population. CPC is strategic: China can make big bets over 10,20,30 years without the opposing strength. So, it's easy to understand why the US is now reacting so violently to China's rare earth controls. THEY HAVE LOST THE POSITION OF STRENGTH AND THE LEVERAGE TO COERCE CHINA. Just bluffing left.

🇨🇳🇺🇸The former US Ambassador to China, Nicolas Burns, spoke honestly about China when he was out of the office: "We've underestimated Chinese power... I think the Chinese technology, military, and economics are stronger than we think they are." He articulated his points by comparing the high-speed rail infrastructure, the number of students in science and engineering, and the strategic plans of Chinese diplomacy and military... Infrastructure: The level of infrastructure in China that America lacks is a significant strength. Number of scientists: 34% of first-year university students in China study engineering or the STEM fields, while the number in America is 5.6%. And China has a larger population. CPC is strategic: China can make big bets over 10,20,30 years without the opposing strength. So, it's easy to understand why the US is now reacting so violently to China's rare earth controls. THEY HAVE LOST THE POSITION OF STRENGTH AND THE LEVERAGE TO COERCE CHINA. Just bluffing left.

Li Zexin 李泽欣

373,826 görüntüleme • 10 ay önce

China’s Rich Are SCREWED China's wealthy thought they could protect their money by moving it overseas. Now the Chinese Communist Party is making sure they can't escape. In this episode of China Uncensored, we look at China's new exit regulations, the CCP's crackdown on private wealth, and why these changes could mark the end of Chinese entrepreneurship as we know it.

China’s Rich Are SCREWED China's wealthy thought they could protect their money by moving it overseas. Now the Chinese Communist Party is making sure they can't escape. In this episode of China Uncensored, we look at China's new exit regulations, the CCP's crackdown on private wealth, and why these changes could mark the end of Chinese entrepreneurship as we know it.

China Uncensored

45,764 görüntüleme • 2 gün önce

NVIDIA CEO: “CHINA IS MOVING INCREDIBLY FAST IN AI” Jensen Huang said China is accelerating AI on all fronts - infrastructure, models, and real-world applications: "China is fast to both invent a new technology, but also to integrate the technology, to apply the technology. And because there's so much competition in China, everybody wants to build a great company and wants to succeed, a lot of great capabilities come out. And at the foundation of all of that is China's education system has produced some of the world's finest AI researchers - about 50% of the world's AI researchers are based here in China." Source:

NVIDIA CEO: “CHINA IS MOVING INCREDIBLY FAST IN AI” Jensen Huang said China is accelerating AI on all fronts - infrastructure, models, and real-world applications: "China is fast to both invent a new technology, but also to integrate the technology, to apply the technology. And because there's so much competition in China, everybody wants to build a great company and wants to succeed, a lot of great capabilities come out. And at the foundation of all of that is China's education system has produced some of the world's finest AI researchers - about 50% of the world's AI researchers are based here in China." Source:

Mario Nawfal

1,018,768 görüntüleme • 1 yıl önce

Chinese AI Model DeepSeq: Despite U.S. sanctions restricting access to Nvidia AI chips, Chinese researchers developed DeepSeq, an AI model reportedly more powerful than OpenAI’s. Overcoming Hardware Limitations: With only a limited supply of Nvidia chips, Chinese engineers achieved groundbreaking efficiency optimizations, reducing training resource requirements to just 1/100th of what OpenAI, Microsoft, or Google typically use. Open-Sourcing the Innovation: In a bold move, the developers open-sourced their AI models, making both the code and methodology freely available to the public, significantly reducing the competitive edge of proprietary models like OpenAI’s. Impact on AI Industry: The release of high-quality free alternatives disrupts the market, potentially devaluing OpenAI’s models and forcing American AI companies to rethink their strategies. China’s Rapid AI Innovation: The success of DeepSeq underscores China’s growing self-sufficiency in AI and its ability to leapfrog hardware limitations through advanced software and algorithmic breakthroughs.

Chinese AI Model DeepSeq: Despite U.S. sanctions restricting access to Nvidia AI chips, Chinese researchers developed DeepSeq, an AI model reportedly more powerful than OpenAI’s. Overcoming Hardware Limitations: With only a limited supply of Nvidia chips, Chinese engineers achieved groundbreaking efficiency optimizations, reducing training resource requirements to just 1/100th of what OpenAI, Microsoft, or Google typically use. Open-Sourcing the Innovation: In a bold move, the developers open-sourced their AI models, making both the code and methodology freely available to the public, significantly reducing the competitive edge of proprietary models like OpenAI’s. Impact on AI Industry: The release of high-quality free alternatives disrupts the market, potentially devaluing OpenAI’s models and forcing American AI companies to rethink their strategies. China’s Rapid AI Innovation: The success of DeepSeq underscores China’s growing self-sufficiency in AI and its ability to leapfrog hardware limitations through advanced software and algorithmic breakthroughs.

Johannes Maria

24,512 görüntüleme • 1 yıl önce

NVIDIA CEO Jensen was on fire in his Dwarkesh interview. He makes two incredibly important points in this clip. First, Anthropic and their ilk had better stop scaring everyone that AI is akin to a nuclear bomb. This meme will only hold the US back while the rest of the world (and most importantly China) will pass us by. Second he makes a basic economic argument about worldwide technology dominance. If the US does not allow NVIDIA to foster their ecosystem in China, China will create their own AI tech stack and will eventually crowd out the US’s AI lead everywhere in the world, and eventually in the US itself. This isn’t theoretical. The US conceded manufacturing to China and is desperately trying to claw it back now. 90% of rare earth refining is done in China: raw materials for magnets, meaning motors, meaning drones, meaning military superiority in the end. China is not some backward third world economy that geriatric policy makers might envision. Yes, they are currently behind in advanced chip making, but western lead in that area won’t last. Meanwhile they are ahead in some areas of AI architecture. So the US has a choice. Be confident and compete against China, or eventually cede the AI tech stack to them. Jensen is correct here.

NVIDIA CEO Jensen was on fire in his Dwarkesh interview. He makes two incredibly important points in this clip. First, Anthropic and their ilk had better stop scaring everyone that AI is akin to a nuclear bomb. This meme will only hold the US back while the rest of the world (and most importantly China) will pass us by. Second he makes a basic economic argument about worldwide technology dominance. If the US does not allow NVIDIA to foster their ecosystem in China, China will create their own AI tech stack and will eventually crowd out the US’s AI lead everywhere in the world, and eventually in the US itself. This isn’t theoretical. The US conceded manufacturing to China and is desperately trying to claw it back now. 90% of rare earth refining is done in China: raw materials for magnets, meaning motors, meaning drones, meaning military superiority in the end. China is not some backward third world economy that geriatric policy makers might envision. Yes, they are currently behind in advanced chip making, but western lead in that area won’t last. Meanwhile they are ahead in some areas of AI architecture. So the US has a choice. Be confident and compete against China, or eventually cede the AI tech stack to them. Jensen is correct here.

Phil Trubey

72,743 görüntüleme • 3 ay önce

This week on Downstream, technology analyst and author Dan Wang joins Aaron Bastani to compare China, the US and the UK. “For the Chinese, there is no problem that cannot be solved with yet another bridge, road, highway, hyperscaler, coal plant, home, and so China is just building its way out of all of its problems.” He calls China the “engineering state.” By contrast, Wang says the US is a country “made by the lawyers, for the lawyers, and of the lawyers.” Watch the full episode now on Novara’s YouTube channel.

This week on Downstream, technology analyst and author Dan Wang joins Aaron Bastani to compare China, the US and the UK. “For the Chinese, there is no problem that cannot be solved with yet another bridge, road, highway, hyperscaler, coal plant, home, and so China is just building its way out of all of its problems.” He calls China the “engineering state.” By contrast, Wang says the US is a country “made by the lawyers, for the lawyers, and of the lawyers.” Watch the full episode now on Novara’s YouTube channel.

Novara Media

92,048 görüntüleme • 11 ay önce