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Chip War Author Chris Miller says China's spending on chips and data centers doesn't reflect the same sense of urgency around AGI seen in the U.S. In response, John Coogan asks whether China is actually behind or simply operating on a much longer timeline. Chris: The puzzle is why...

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TBPN

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33,706 просмотров • 2 месяцев назад •via X (Twitter)

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🇨🇳🇺🇸 TREASURY SECRETARY BESSENT: “THIS IS CHINA VERSUS THE WORLD - NOT JUST A U.S.-CHINA PROBLEM” “We have things that are more powerful than the rarer export controls that the Chinese want to put on. And to be clear, this is China versus the world. It's not a U.S.-China problem. Good news is that this is IMF week. A lot of my counterparts, or all my counterparts, are here. We're going to be speaking with our European allies, with Australia, with Canada, with India, and the Asian democracies. And we're going to have a fulsome group response to this because bureaucrats in China cannot manage the supply chain or the manufacturing process for the rest of the world. We don't want to damage their economy. We don't believe that they want to damage ours." Source: Rapid Response 47
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🇨🇳🇺🇸 TREASURY SECRETARY BESSENT: “THIS IS CHINA VERSUS THE WORLD - NOT JUST A U.S.-CHINA PROBLEM” “We have things that are more powerful than the rarer export controls that the Chinese want to put on. And to be clear, this is China versus the world. It's not a U.S.-China problem. Good news is that this is IMF week. A lot of my counterparts, or all my counterparts, are here. We're going to be speaking with our European allies, with Australia, with Canada, with India, and the Asian democracies. And we're going to have a fulsome group response to this because bureaucrats in China cannot manage the supply chain or the manufacturing process for the rest of the world. We don't want to damage their economy. We don't believe that they want to damage ours." Source: Rapid Response 47

Mario Nawfal

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Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”
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Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

DogeDesigner

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We can only trust X 🚨 META/ Facebook planning to build data centers in China, store their data in China, and then GIVE THE CHINESE GOVERNMENT ACCESS to the data “In this document, Facebook is talking about making Chinese user data available to the Chinese government because they're going to store that data in China. Is that correct?” “Correct” “When you store that data in China, Americans who exchange messages or other information with Chinese Facebook users, that would mean the Chinese government could get access to the American data as well, is that correct? “Through the POP servers? Potentially.” “And Facebook was willing to take that risk?” “Yes. There was a lot of discussion about this and ultimately yes.” “I mean, this is, this is extraordinary. This is exactly contrary to what Facebook has represented for years here. They're willing to build data centers, store data in China. They are willing explicitly to give the Chinese government access to it”
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We can only trust X 🚨 META/ Facebook planning to build data centers in China, store their data in China, and then GIVE THE CHINESE GOVERNMENT ACCESS to the data “In this document, Facebook is talking about making Chinese user data available to the Chinese government because they're going to store that data in China. Is that correct?” “Correct” “When you store that data in China, Americans who exchange messages or other information with Chinese Facebook users, that would mean the Chinese government could get access to the American data as well, is that correct? “Through the POP servers? Potentially.” “And Facebook was willing to take that risk?” “Yes. There was a lot of discussion about this and ultimately yes.” “I mean, this is, this is extraordinary. This is exactly contrary to what Facebook has represented for years here. They're willing to build data centers, store data in China. They are willing explicitly to give the Chinese government access to it”

Wall Street Apes

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🇺🇸🇨🇳 KEVIN O’LEARY: CHINA IS BEATING THE U.S. IN THE AI RACE - U.S. IS TOO SLOW TO COMPETE WITH CHINA Kevin O’Leary just sounded the alarm: China is running laps around the U.S. in artificial intelligence, and it’s not because they’re smarter, it’s because they move faster. While America spends 7 years stuck in permits to build anything, China builds massive AI data centers in 11 months because the government just says “do it” and it happens. He says China knows AI = power. “They are kicking our high knees in advancing AI. They basically say, let’s put down a 1.4 gig facility right here. Build it in the next 11 months. We got to go through 7 years of permitting in North America. The U.S. is stuck dragging its feet while China stacks chips, data, and control of the future. They're going to use it for economic dominance and military dominance.” Source: Kevin O'Leary aka Mr. Wonderful One Nation with Brian Kilmeade Fox News
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Mario Nawfal

119,661 просмотров • 7 месяцев назад

🚨Former BlackRock fund manager Ed Dowd says "China is hoarding copper," which "indicates [it] might be getting ready for war" Dowd paints a GRIM picture of China, noting that its real estate market is "a disaster" and that it's "in a deflationary death spiral because of [its] demographics" "just because they're hoarding doesn't mean the war is imminent. It just means that they're... getting ready for something" "[But] as their economy continues to crumble, they're having the problem of consumers that are doing well... not spending—their saving and hoarding" "[and] there's going to be a lot of unemployed Chinese as we roll forward" This clip of Dowd (Edward Dowd) is taken from an interview with CapitalCosm (CapitalCosm) posted to YouTube on July 14, 2026. ----------------Partial transcription of clip-------------- "We think China is hoarding copper. China is taking— they're buying real assets. They keep printing money to the tune of 10% a year, and they're converting a lot of their trade surpluses into real assets. So they're hoarding. "Look, if you're going to hoard copper, that indicates you might be getting ready for war as well. So there seems to be a hoarding issue going on there. It's not an indication that things are really well in the economy. They continue to just buy and stockpile. "You know, look, just because they're hoarding doesn't mean the war is imminent. It just means that they're just— they're getting ready for something, and they're buying real assets. "One of the biggest problems we have with China is they're 47% of the global money supply. People don't know that... But they have very low velocity of money. That's why— and they're in a deflationary death spiral because of their demographics. So what they're doing with their money, in aggregate, is buying real assets. "And... I think our velocity of money is 1.5. China's I think is point .4 or .6. Much lower than ours. That's why, that's why you're not seeing any inflation in China. In fact, it's the opposite. The savings rate in China is exploding. There's no safety net there. "And as their economy continues to crumble, they're having, they're having the problem of the consumers that are doing well are not spending, their saving and hoarding. "[And the real estate market is] a disaster. But what held them up, the disaster started in 2021, but they had a bunch of long-lived projects that— so construction had only rolled 20%, whereas land, new permitting was down 70, 80%. So that's now starting to roll. "We saw construction year over year go negative in Q1 of this year. So those projects are now rolling off, and all they care about is employment, so there's going to be a lot of unemployed Chinese as we roll forward."
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🚨Former BlackRock fund manager Ed Dowd says "China is hoarding copper," which "indicates [it] might be getting ready for war" Dowd paints a GRIM picture of China, noting that its real estate market is "a disaster" and that it's "in a deflationary death spiral because of [its] demographics" "just because they're hoarding doesn't mean the war is imminent. It just means that they're... getting ready for something" "[But] as their economy continues to crumble, they're having the problem of consumers that are doing well... not spending—their saving and hoarding" "[and] there's going to be a lot of unemployed Chinese as we roll forward" This clip of Dowd (Edward Dowd) is taken from an interview with CapitalCosm (CapitalCosm) posted to YouTube on July 14, 2026. ----------------Partial transcription of clip-------------- "We think China is hoarding copper. China is taking— they're buying real assets. They keep printing money to the tune of 10% a year, and they're converting a lot of their trade surpluses into real assets. So they're hoarding. "Look, if you're going to hoard copper, that indicates you might be getting ready for war as well. So there seems to be a hoarding issue going on there. It's not an indication that things are really well in the economy. They continue to just buy and stockpile. "You know, look, just because they're hoarding doesn't mean the war is imminent. It just means that they're just— they're getting ready for something, and they're buying real assets. "One of the biggest problems we have with China is they're 47% of the global money supply. People don't know that... But they have very low velocity of money. That's why— and they're in a deflationary death spiral because of their demographics. So what they're doing with their money, in aggregate, is buying real assets. "And... I think our velocity of money is 1.5. China's I think is point .4 or .6. Much lower than ours. That's why, that's why you're not seeing any inflation in China. In fact, it's the opposite. The savings rate in China is exploding. There's no safety net there. "And as their economy continues to crumble, they're having, they're having the problem of the consumers that are doing well are not spending, their saving and hoarding. "[And the real estate market is] a disaster. But what held them up, the disaster started in 2021, but they had a bunch of long-lived projects that— so construction had only rolled 20%, whereas land, new permitting was down 70, 80%. So that's now starting to roll. "We saw construction year over year go negative in Q1 of this year. So those projects are now rolling off, and all they care about is employment, so there's going to be a lot of unemployed Chinese as we roll forward."

Sense Receptor

15,991 просмотров • 1 месяц назад

In just 3 minutes, Ken Griffin (Citadel) & Larry Fink (BlackRock) explain the current state of government overspending, AI hype, & 2026 $600B data center CapEx "The world needs a savior, & the hope is that AI is the savior that we need for productivity." "The the area of recklessness is the spending of governments around the world, who are all, with little exception, all spending well beyond their means." Big issue: "Will AI create the productivity acceleration that is honestly just hoped for in Washington & in the halls of government around the world as a ways to overcome the profligate spending that we're currently engaged in?" Citadel BlackRock World Economic Forum . . . Ken Griffin "Let's take a step back and and talk about where we are right here right now. The the area of recklessness is the spending of governments around the world, who are all, with little exception, all spending well beyond their means. That's the recklessness of this moment in history. This is not a parallel to the 1920s in terms of the recklessness of the of the private capital markets. It's a story of the recklessness of government spending. Within the private sector there's a huge question as to where AI will take us. And I, I was carefully taking notes and listening to what Larry has to say, or to what Madame Lagarde has to say, because this is one of the big issues of our moment. Will AI create the productivity acceleration that is honestly just hoped for in Washington and in the halls of government around the world as a ways to overcome the profligate spending that we're currently engaged in? The world, the world needs a savior, and the hope is that AI is the savior that we need for productivity. And the challenge with this is it is, it may or may not be. We just don't know yet. Now there's a tremendous amount of hype around AI, and in some sense the large AI companies need to create that hype to raise the tens — or actually 100, hundreds of billions, right — of billions of dollars of investment that are going into the field. Like you wouldn't be able to raise hundreds of billions of dollars. We'll spend — and Larry can probably correct me on this — but roughly $600 billion this year in cap ex for data centers in the United States. Larry Fink "I think it could be larger." Andrew Ross Sorkin "But does that mean that it's getting hyped up too much, or it's just the the hype is required as a sales mechanism?" Larry Fink "First of all, so much of the data centers are being built for cloud, right? And and the big issue is gonna be in terms of monetization of of of the spend. The data centers are being built for AI requires more advanced chips. The question is what is the lifetime of that chip. If we have new technological changes in the lifetime of the chip in one year, then that spend is gonna be really a bad spend. If the lifetime as they expect it to be is 4 or 5 years and then those chips can be used for cloud, then then I think these investments are gonna prove to be good investments. So I think it's it's gonna be — you know, if the speed of technology changes and all these investments now, they're gonna be — it's gonna be a challenge. But I agree with Ken. I think we don't know enough, but I'm personally very optimistic on how AI is gonna affect the world economy."
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In just 3 minutes, Ken Griffin (Citadel) & Larry Fink (BlackRock) explain the current state of government overspending, AI hype, & 2026 $600B data center CapEx "The world needs a savior, & the hope is that AI is the savior that we need for productivity." "The the area of recklessness is the spending of governments around the world, who are all, with little exception, all spending well beyond their means." Big issue: "Will AI create the productivity acceleration that is honestly just hoped for in Washington & in the halls of government around the world as a ways to overcome the profligate spending that we're currently engaged in?" Citadel BlackRock World Economic Forum . . . Ken Griffin "Let's take a step back and and talk about where we are right here right now. The the area of recklessness is the spending of governments around the world, who are all, with little exception, all spending well beyond their means. That's the recklessness of this moment in history. This is not a parallel to the 1920s in terms of the recklessness of the of the private capital markets. It's a story of the recklessness of government spending. Within the private sector there's a huge question as to where AI will take us. And I, I was carefully taking notes and listening to what Larry has to say, or to what Madame Lagarde has to say, because this is one of the big issues of our moment. Will AI create the productivity acceleration that is honestly just hoped for in Washington and in the halls of government around the world as a ways to overcome the profligate spending that we're currently engaged in? The world, the world needs a savior, and the hope is that AI is the savior that we need for productivity. And the challenge with this is it is, it may or may not be. We just don't know yet. Now there's a tremendous amount of hype around AI, and in some sense the large AI companies need to create that hype to raise the tens — or actually 100, hundreds of billions, right — of billions of dollars of investment that are going into the field. Like you wouldn't be able to raise hundreds of billions of dollars. We'll spend — and Larry can probably correct me on this — but roughly $600 billion this year in cap ex for data centers in the United States. Larry Fink "I think it could be larger." Andrew Ross Sorkin "But does that mean that it's getting hyped up too much, or it's just the the hype is required as a sales mechanism?" Larry Fink "First of all, so much of the data centers are being built for cloud, right? And and the big issue is gonna be in terms of monetization of of of the spend. The data centers are being built for AI requires more advanced chips. The question is what is the lifetime of that chip. If we have new technological changes in the lifetime of the chip in one year, then that spend is gonna be really a bad spend. If the lifetime as they expect it to be is 4 or 5 years and then those chips can be used for cloud, then then I think these investments are gonna prove to be good investments. So I think it's it's gonna be — you know, if the speed of technology changes and all these investments now, they're gonna be — it's gonna be a challenge. But I agree with Ken. I think we don't know enough, but I'm personally very optimistic on how AI is gonna affect the world economy."

Molly O’Shea

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"I think what tech people misunderstand is just the size of the TAM in pharma." delian says capital will rotate into pharma after AGI: "Anthropic is at what, a $60B run rate? Keytruda, the drug that Merck did in 2019, that one drug's topline is $25B in revenue. Just that one drug." "By the way, once there's AGI, what do you think everybody's going to be focused on afterwards? Everybody's just going to want to live forever. Where do you think the capital is going to rotate into? It's going to rotate into longevity, therapeutics, and manufacturing."
1:04

"I think what tech people misunderstand is just the size of the TAM in pharma." delian says capital will rotate into pharma after AGI: "Anthropic is at what, a $60B run rate? Keytruda, the drug that Merck did in 2019, that one drug's topline is $25B in revenue. Just that one drug." "By the way, once there's AGI, what do you think everybody's going to be focused on afterwards? Everybody's just going to want to live forever. Where do you think the capital is going to rotate into? It's going to rotate into longevity, therapeutics, and manufacturing."

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395,862 просмотров • 3 месяцев назад

JUST IN - GOV. RON DESANTIS ON TAKING IN 600K CHINESE STUDENTS: "I'd rather those slots go to American students." "A significant percentage of the Chinese students, they are engaged with the CCP. It used to be, they would say 'oh, you bring the people from China, they're going to love America. They'll go back and be ambassadors and China will change.' But, obviously, that has not happened. Because this has been going on for decades." "The fact we have 300,000 now is way out of bounds of what most people want to see."
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JUST IN - GOV. RON DESANTIS ON TAKING IN 600K CHINESE STUDENTS: "I'd rather those slots go to American students." "A significant percentage of the Chinese students, they are engaged with the CCP. It used to be, they would say 'oh, you bring the people from China, they're going to love America. They'll go back and be ambassadors and China will change.' But, obviously, that has not happened. Because this has been going on for decades." "The fact we have 300,000 now is way out of bounds of what most people want to see."

Florida’s Voice

131,973 просмотров • 11 месяцев назад

Leopold explains his approach to not blowing up (2024) "Obviously, not blowing up is task number one and two or whatever. I think this investment firm is going to just be betting on AGI and superintelligence before the decade is out, making the bets you would make if you took that seriously." "I think if that's wrong, the firm is not going to do that well." "The thing you have to be able to resist is, you know, one or a couple or a few individual calls. It's like AI stagnates for a year because of the data wall, or you got the call wrong on when revenue would go up." "You have to get timing right. I do think in general that the sequence of bets on the way to AGI is actually pretty critical, and something people underrate."
0:42

Leopold explains his approach to not blowing up (2024) "Obviously, not blowing up is task number one and two or whatever. I think this investment firm is going to just be betting on AGI and superintelligence before the decade is out, making the bets you would make if you took that seriously." "I think if that's wrong, the firm is not going to do that well." "The thing you have to be able to resist is, you know, one or a couple or a few individual calls. It's like AI stagnates for a year because of the data wall, or you got the call wrong on when revenue would go up." "You have to get timing right. I do think in general that the sequence of bets on the way to AGI is actually pretty critical, and something people underrate."

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Matthew Whitaker, United States Permanent Representative to NATO: I think we all need to understand that really China thinks they're fighting a proxy war through Russia. And we're seeing in some statements by the Chinese government that they want to keep the United States and our allies occupied with this war so that we can't focus on our other strategic challenges. And that's just not true. It's not going to happen. China, I think, is miscalculated, but I think they need to be called out for their subsidizing this killing that is happening on the battlefields in Ukraine.
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Matthew Whitaker, United States Permanent Representative to NATO: I think we all need to understand that really China thinks they're fighting a proxy war through Russia. And we're seeing in some statements by the Chinese government that they want to keep the United States and our allies occupied with this war so that we can't focus on our other strategic challenges. And that's just not true. It's not going to happen. China, I think, is miscalculated, but I think they need to be called out for their subsidizing this killing that is happening on the battlefields in Ukraine.

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🚨 PRESIDENT TRUMP JUST LAID IT STRAIGHT when asked why China launched a cyberattack on us He knows something we don't! Q: We just heard from the FBI recently that there was a major cyber attack attributed to China. TRUMP: "We do it to them. They do it to us." Q: Well, what was the last time we did a cyber attack in China? TRUMP: "I'm not going to tell you that, but we do them. They do us. It's been like that for a long time." Q: So it's not going to be addressed? TRUMP: "I'll address things, but you know, it is what it is. Look, China's China, they're never easy, but we're doing great with China. I'm the toughest person in China, anywhere in the world. I put on 100 percent tariff on Chinese cars."

Eric Daugherty

1,415,701 просмотров • 4 месяцев назад

David Sacks: The Techno-Realist On E215, David Sacks explained a third category outside of techno-optimist and doomer: "Given the choice between the two categories of techno-optimist and techno-pessimist, I'm definitely in the optimist camp. And I think we should be." "But I think there's actually a third category that I would submit: techno-realist." "Which is, technology is going to happen. Trying to stop it is like ordering the tides to stop." "AI is going to happen. We might as well be the leader." "If we don't do it, somebody else will. China's going to do it or somebody else will do it." "If we don't, we could lose in a key category that has implications for national security, for our economy, for many things." "That's just not a world we want to live in." "So, I think a lot of this debate is sort of academic because the question is just, is it going to happen or not?" "And I think the answer is yes. So then we want to control it." "There's not a tremendous amount of choice in this, I think."
0:43

David Sacks: The Techno-Realist On E215, David Sacks explained a third category outside of techno-optimist and doomer: "Given the choice between the two categories of techno-optimist and techno-pessimist, I'm definitely in the optimist camp. And I think we should be." "But I think there's actually a third category that I would submit: techno-realist." "Which is, technology is going to happen. Trying to stop it is like ordering the tides to stop." "AI is going to happen. We might as well be the leader." "If we don't do it, somebody else will. China's going to do it or somebody else will do it." "If we don't, we could lose in a key category that has implications for national security, for our economy, for many things." "That's just not a world we want to live in." "So, I think a lot of this debate is sort of academic because the question is just, is it going to happen or not?" "And I think the answer is yes. So then we want to control it." "There's not a tremendous amount of choice in this, I think."

The All-In Podcast

154,319 просмотров • 1 год назад

#WATCH | Idukki, Kerala | Interacting with students of Marian College Kuttikkanam (Autonomous), Lok Sabha LoP Rahul Gandhi says, "Actually India is not successful at AI... There are two players in the AI game. The United States and China. India, unfortunately, whether it is in robotics, or Ai, or modern technology, is not really a major player. Certainly, when compared to the US or China. You saw that in the AI Summit itself, a Chinese robot was masquerading as an Indian robot. If you want to be powerful at AI, you have to control your own data... The US deal that has just been done by the Prime Minister has handed over our entire data to the United States... We have damaged our potential in AI tremendously over the last couple of weeks... Jobs in the services and software industry, which were the mainstay of our country, are going to be wiped out by AI. I am worried that a transition is taking place on the data, manufacturing, and mobility front, and we are just looking..." (Source: Marian College Kuttikkanam Official)
6:29

#WATCH | Idukki, Kerala | Interacting with students of Marian College Kuttikkanam (Autonomous), Lok Sabha LoP Rahul Gandhi says, "Actually India is not successful at AI... There are two players in the AI game. The United States and China. India, unfortunately, whether it is in robotics, or Ai, or modern technology, is not really a major player. Certainly, when compared to the US or China. You saw that in the AI Summit itself, a Chinese robot was masquerading as an Indian robot. If you want to be powerful at AI, you have to control your own data... The US deal that has just been done by the Prime Minister has handed over our entire data to the United States... We have damaged our potential in AI tremendously over the last couple of weeks... Jobs in the services and software industry, which were the mainstay of our country, are going to be wiped out by AI. I am worried that a transition is taking place on the data, manufacturing, and mobility front, and we are just looking..." (Source: Marian College Kuttikkanam Official)

ANI

133,148 просмотров • 5 месяцев назад

Question: Does China see the Iran war as a U.S. victory or a loss? Myron Brilliant: “I think China sees this as a weakening of U.S. Position around the world. They see it as an opportunity to expand global influence. Why? I think they got to be careful not to be too confident and overplay their hand, because they think that the United States overplayed its hand, and they're not going to get much out of this.”
0:46

Question: Does China see the Iran war as a U.S. victory or a loss? Myron Brilliant: “I think China sees this as a weakening of U.S. Position around the world. They see it as an opportunity to expand global influence. Why? I think they got to be careful not to be too confident and overplay their hand, because they think that the United States overplayed its hand, and they're not going to get much out of this.”

Jim Sciutto

37,760 просмотров • 3 месяцев назад

Marc Andreessen says the US is in a foot race with China in AI, and the next phase will be fought in robotics, not code. "This is a full on race. It's a foot race. It's a game of inches. We're not going to have a five year lead. We're going to have maybe a six month lead. We have to run fast. We have to win. We can't put constraints on our companies that the Chinese government isn't putting on their own companies." "Even if they never quite catch us in software, they might just lap us in hardware and that'll be that. The good news is I think there's a growing awareness... across the political spectrum in the US that de-industrialization went too far. And there's a growing desire to figure out how to reverse that." "I say I'm guardedly optimistic that we'll be making progress on that, but I think there's a lot of work to be done." Marc Andreessen 🇺🇸
2:17

Marc Andreessen says the US is in a foot race with China in AI, and the next phase will be fought in robotics, not code. "This is a full on race. It's a foot race. It's a game of inches. We're not going to have a five year lead. We're going to have maybe a six month lead. We have to run fast. We have to win. We can't put constraints on our companies that the Chinese government isn't putting on their own companies." "Even if they never quite catch us in software, they might just lap us in hardware and that'll be that. The good news is I think there's a growing awareness... across the political spectrum in the US that de-industrialization went too far. And there's a growing desire to figure out how to reverse that." "I say I'm guardedly optimistic that we'll be making progress on that, but I think there's a lot of work to be done." Marc Andreessen 🇺🇸

a16z

69,885 просмотров • 9 месяцев назад

- Fire the Chinese lab employees, their presence is a guarantee that China knows our most cutting-edge AGI approaches - Proactively strike adversary datacenters if AGI is about to be birthed. This week's Trajectory episode with the Harris brothers is wild. I absolutely hate the current state of the AGI race, but I cannot deny that looking at the incentives and the horrors of it head-on is more than useful, and I think it's a net good. This is the 2nd episode in our "US-China AGI Relations" series - and I hope you like it, even thought its essentially guaranteed to make you uncomfortable...
1:34:35

- Fire the Chinese lab employees, their presence is a guarantee that China knows our most cutting-edge AGI approaches - Proactively strike adversary datacenters if AGI is about to be birthed. This week's Trajectory episode with the Harris brothers is wild. I absolutely hate the current state of the AGI race, but I cannot deny that looking at the incentives and the horrors of it head-on is more than useful, and I think it's a net good. This is the 2nd episode in our "US-China AGI Relations" series - and I hope you like it, even thought its essentially guaranteed to make you uncomfortable...

Daniel Faggella

51,947 просмотров • 11 месяцев назад

DAVID SACKS ON THE AI RACE: "The US is currently in an AI race, and our chief global competition is China, obviously. They're the only other country that has the talent, the resources, and the technology expertise to basically beat us in AI. And I think whoever wins this AI race, that's going to have tremendous ramifications for both our economy and our national security. Clearly, we want the US to be the winner, just like we were with the internet, and every other technology revolution before that […] We know that to win this AI race, we have to be the most innovative. You can't regulate your way just to beating your competitor. You have to out-innovate them. And we know that in the United States, the innovation comes from the private sector, not the government. So we have to do everything we can to help our companies win, to help them be innovative, and that means getting a lot of red tape out of the way… We have to have the most AI infrastructure in the US. It has to be the easiest place to build it. All of the new data centers that are going in, they require tremendous power, so getting ahead of the curve on energy, making sure we stand up all of this new infrastructure we're going to need to basically produce these AI factories… We want the US technology stack to dominate globally. We want to be the partner of choice for the whole world… I think everyone in Silicon Valley understands that the way that you win a technology race is to have the biggest ecosystem […] You just want everybody to be building on top of your technology stack, and that's what we want for the United States." David Sacks w/Marc Benioff Dreamforce
2:15

DAVID SACKS ON THE AI RACE: "The US is currently in an AI race, and our chief global competition is China, obviously. They're the only other country that has the talent, the resources, and the technology expertise to basically beat us in AI. And I think whoever wins this AI race, that's going to have tremendous ramifications for both our economy and our national security. Clearly, we want the US to be the winner, just like we were with the internet, and every other technology revolution before that […] We know that to win this AI race, we have to be the most innovative. You can't regulate your way just to beating your competitor. You have to out-innovate them. And we know that in the United States, the innovation comes from the private sector, not the government. So we have to do everything we can to help our companies win, to help them be innovative, and that means getting a lot of red tape out of the way… We have to have the most AI infrastructure in the US. It has to be the easiest place to build it. All of the new data centers that are going in, they require tremendous power, so getting ahead of the curve on energy, making sure we stand up all of this new infrastructure we're going to need to basically produce these AI factories… We want the US technology stack to dominate globally. We want to be the partner of choice for the whole world… I think everyone in Silicon Valley understands that the way that you win a technology race is to have the biggest ecosystem […] You just want everybody to be building on top of your technology stack, and that's what we want for the United States." David Sacks w/Marc Benioff Dreamforce

Ron Pragides 

231,781 просмотров • 10 месяцев назад

🚨 NOW — JESSE WATTERS NAILS IT: "This is not an equal thing. China and the United States, we have a lot more nukes, we have a lot more carriers, we just beat them to the moon, we just kicked them out of the Panama Canal, and we just wiped out two of their black market gas stations..." "...and showed that we can, if we want to, embargo them if they get frisky with Taiwan — because we control the Straits in the South China Sea and in the Middle East." "And while we've been in Iran, we've been doing war games with all of our billion in weapons to Taiwan, and we have another $25 billion arms package waiting on the president's desk." "He doesn't want to sign it there. It's too humiliating for the Chinese. So he'll wait." "China is still our number one trade partner, though. So there are going to be big business deals announced with Boeing and agriculture. The problem is the chips we make need their minerals." "So we're on a little bit of a smash and grab mineral run all over the world, which has been fun to watch." "We still have about a 50 percent tariff rate on the Chinese, but Trump has cultivated a very good relationship with Xi Jinping over the last eight or so years." "Doesn't mean he's not going to hit him with charges against hacking and spying and dumping." "They love to dump dumping goods all over the world because their consumers don't buy. And the quarantine, along with our chip controls, are really starting to show cracks in the Chinese economy." "So the test is, how long is China willing to wait until they call the gay Ayatollah and say you got to open up the street?" "I think Xi's watching Trump. How long is Trump willing to maintain the blockade on Iran? So right now it's a test of wills. And I think the president is in a good place."
1:38

🚨 NOW — JESSE WATTERS NAILS IT: "This is not an equal thing. China and the United States, we have a lot more nukes, we have a lot more carriers, we just beat them to the moon, we just kicked them out of the Panama Canal, and we just wiped out two of their black market gas stations..." "...and showed that we can, if we want to, embargo them if they get frisky with Taiwan — because we control the Straits in the South China Sea and in the Middle East." "And while we've been in Iran, we've been doing war games with all of our billion in weapons to Taiwan, and we have another $25 billion arms package waiting on the president's desk." "He doesn't want to sign it there. It's too humiliating for the Chinese. So he'll wait." "China is still our number one trade partner, though. So there are going to be big business deals announced with Boeing and agriculture. The problem is the chips we make need their minerals." "So we're on a little bit of a smash and grab mineral run all over the world, which has been fun to watch." "We still have about a 50 percent tariff rate on the Chinese, but Trump has cultivated a very good relationship with Xi Jinping over the last eight or so years." "Doesn't mean he's not going to hit him with charges against hacking and spying and dumping." "They love to dump dumping goods all over the world because their consumers don't buy. And the quarantine, along with our chip controls, are really starting to show cracks in the Chinese economy." "So the test is, how long is China willing to wait until they call the gay Ayatollah and say you got to open up the street?" "I think Xi's watching Trump. How long is Trump willing to maintain the blockade on Iran? So right now it's a test of wills. And I think the president is in a good place."

Eric Daugherty

111,405 просмотров • 3 месяцев назад