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Eric Schmidt just identified how America loses the AI war despite building better technology, and most people haven’t noticed it’s already happening. Schmidt: “The U.S. is chasing AGI.” America is fixated on one prize. Artificial General Intelligence. The god model. The moonshot that changes everything. Pouring resources into the...

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Dustin

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78,676 Aufrufe • vor 6 Monaten •via X (Twitter)

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🇺🇸 ELON MUSK ON THE AI ENGAME. ''For the next few years, America is likely to win the AI race.'' Then it becomes a question of who controls the AI chip fabrication. If more of the factories are owned by China, China will win. Right now almost all the advanced factories are in Taiwan. ''If China invades Taiwan in the near term, the world will be cut off from advanced AI chips.'' "It's essential for national security that we begin manufacturing our own chips in the US." My take: China might not even need to invade. Huawei and other domestic players are already racing to close the gap. Turn on your notifications for updates on that.

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14,652 Aufrufe • vor 2 Monaten

Jensen Huang just delivered the most important warning no one in Washington is ready to hear. Not about China. About what America is doing to itself. Huang: “We should always have the best technology here. We should always have the most technology here, and the first. But we should also try to compete and win around the world.” Washington heard that and locked onto China. Jensen wasn’t talking about China. He was talking about India. The Middle East. Africa. Southeast Asia. The next two billion people coming online. All of them about to build on somebody’s AI stack. The question was never whether they get the technology. The question is whose name is on it. Huang: “It requires some amount of nuance, some amount of maturity, instead of absolutes. The world is just not absolute.” Washington doesn’t do nuance. Washington does ban lists. Restriction is now the entire American AI strategy. Not deployment. Not adoption. Not global capture. Restriction. As if you win a technology race by refusing to run it. And nobody in Washington understands what happens when you cut somebody off. They don’t stop. They build their own. Every restriction is an invitation to innovate without you. Every ban is a blueprint for independence. Every chip you refuse to sell is a chip someone else learns how to make. You are not slowing competitors down. You are giving them the one thing they never had before. Motivation to never need you again. That is not a hypothetical. That is the pattern. Every single time. Countries that cannot count on American access stop waiting for it. They invest. They recruit. They accelerate. They make breakthroughs they never would have made if Washington had just shown up and competed. You don’t contain progress by withholding it. You pour jet fuel on the one outcome you were trying to prevent. Meanwhile the people making these decisions have never built anything. Not a chip. Not a model. Not a product. Not a company. Bureaucrats writing regulation for an industry they cannot even describe accurately. Committees moving at the speed of subcommittee. And the entire American AI future is being filtered through people whose greatest technological achievement is a shared Google Doc. And here is what no one in that room wants to admit. The United States is not competing against Chinese technology. It is competing against Chinese willingness to show up. While Congress debates which chips to block, Beijing is already on a plane. Signing infrastructure deals across four continents. Not with better hardware. With available hardware. And available has beaten superior in every technology war ever fought. VHS over Betamax. Android over iOS globally. The best product never wins. The most adopted one does. Standards are not products. Standards are dependency. The kind that compounds for generations. Every country running American AI is locked into the American ecosystem permanently. Every country that isn’t belongs to somebody else. And every country America cut off is now building infrastructure designed to ensure it never has to ask again. Huang: “Your policy and what you imagined literally caused the United States to concede the second largest market in the world for no good reason at all.” That is not an opinion. That is the man building the infrastructure of the future telling Washington it is engineering its own irrelevance. The cruelest part is not that America could lose the AI race. It is that America could lose it while being absolutely certain it is winning. Because restriction feels like power. It feels like control. Like dominance. Like you are holding every card. But you are not holding anything. You are just not playing. And every day you sit there writing rules instead of shipping technology, someone else is filling the vacuum you created. History never remembers who built the best technology. Only whose technology the world was already running on when it mattered.
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Jensen Huang just delivered the most important warning no one in Washington is ready to hear. Not about China. About what America is doing to itself. Huang: “We should always have the best technology here. We should always have the most technology here, and the first. But we should also try to compete and win around the world.” Washington heard that and locked onto China. Jensen wasn’t talking about China. He was talking about India. The Middle East. Africa. Southeast Asia. The next two billion people coming online. All of them about to build on somebody’s AI stack. The question was never whether they get the technology. The question is whose name is on it. Huang: “It requires some amount of nuance, some amount of maturity, instead of absolutes. The world is just not absolute.” Washington doesn’t do nuance. Washington does ban lists. Restriction is now the entire American AI strategy. Not deployment. Not adoption. Not global capture. Restriction. As if you win a technology race by refusing to run it. And nobody in Washington understands what happens when you cut somebody off. They don’t stop. They build their own. Every restriction is an invitation to innovate without you. Every ban is a blueprint for independence. Every chip you refuse to sell is a chip someone else learns how to make. You are not slowing competitors down. You are giving them the one thing they never had before. Motivation to never need you again. That is not a hypothetical. That is the pattern. Every single time. Countries that cannot count on American access stop waiting for it. They invest. They recruit. They accelerate. They make breakthroughs they never would have made if Washington had just shown up and competed. You don’t contain progress by withholding it. You pour jet fuel on the one outcome you were trying to prevent. Meanwhile the people making these decisions have never built anything. Not a chip. Not a model. Not a product. Not a company. Bureaucrats writing regulation for an industry they cannot even describe accurately. Committees moving at the speed of subcommittee. And the entire American AI future is being filtered through people whose greatest technological achievement is a shared Google Doc. And here is what no one in that room wants to admit. The United States is not competing against Chinese technology. It is competing against Chinese willingness to show up. While Congress debates which chips to block, Beijing is already on a plane. Signing infrastructure deals across four continents. Not with better hardware. With available hardware. And available has beaten superior in every technology war ever fought. VHS over Betamax. Android over iOS globally. The best product never wins. The most adopted one does. Standards are not products. Standards are dependency. The kind that compounds for generations. Every country running American AI is locked into the American ecosystem permanently. Every country that isn’t belongs to somebody else. And every country America cut off is now building infrastructure designed to ensure it never has to ask again. Huang: “Your policy and what you imagined literally caused the United States to concede the second largest market in the world for no good reason at all.” That is not an opinion. That is the man building the infrastructure of the future telling Washington it is engineering its own irrelevance. The cruelest part is not that America could lose the AI race. It is that America could lose it while being absolutely certain it is winning. Because restriction feels like power. It feels like control. Like dominance. Like you are holding every card. But you are not holding anything. You are just not playing. And every day you sit there writing rules instead of shipping technology, someone else is filling the vacuum you created. History never remembers who built the best technology. Only whose technology the world was already running on when it mattered.

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46,120 Aufrufe • vor 3 Monaten

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.
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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

196,274 Aufrufe • vor 15 Tagen

Elon Musk just said something that should wake up every person in America. Musk: “It seems like China listens to everything I say and does it, basically.” For over a decade, Musk laid out the exact blueprint for the physical infrastructure required to power the next era of human civilization. Massive solar generation. Industrial-scale battery storage. Electric everything. He said it here. Publicly. Repeatedly. America debated it. China built it. Musk: “They’re certainly making massive battery packs. Really massive battery pack output. Vast numbers of electric cars. Vast amounts of solar.” This isn’t a technology gap. It isn’t an intelligence gap. It isn’t a vision gap. It’s a will gap. The blueprint has been public for years. Not classified. Not hidden. Not proprietary. Musk published it in interviews, in speeches, in the founding mission of every company he built. China read it. Declared it a national mandate. And mobilized an entire industrial economy to execute it. Musk: “These are all things I said we should do here.” Here. America. The country that produced the man who wrote the blueprint and then watched someone else build it. The AI arms race runs on power. Not ideas. Not funding. Not talent. Physical energy. Gigawatts of it. The kind measured in years of construction before a single model trains on it. You cannot debate your way to a power grid. You cannot committee your way to a battery factory. You cannot regulate your way to energy dominance while a competitor is already running the lines. Every year of delay is a year of advantage that compounds on the other side of the world. And the thing nobody wants to say out loud. The nation that controls the energy controls the AI. The nation that controls the AI controls the century. We wrote the blueprint. We produced the vision. We had every advantage a country could ask for. And we are watching someone else build our future in real time. The window doesn’t stay open forever. It’s closing right now. While you read this.
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Elon Musk just said something that should wake up every person in America. Musk: “It seems like China listens to everything I say and does it, basically.” For over a decade, Musk laid out the exact blueprint for the physical infrastructure required to power the next era of human civilization. Massive solar generation. Industrial-scale battery storage. Electric everything. He said it here. Publicly. Repeatedly. America debated it. China built it. Musk: “They’re certainly making massive battery packs. Really massive battery pack output. Vast numbers of electric cars. Vast amounts of solar.” This isn’t a technology gap. It isn’t an intelligence gap. It isn’t a vision gap. It’s a will gap. The blueprint has been public for years. Not classified. Not hidden. Not proprietary. Musk published it in interviews, in speeches, in the founding mission of every company he built. China read it. Declared it a national mandate. And mobilized an entire industrial economy to execute it. Musk: “These are all things I said we should do here.” Here. America. The country that produced the man who wrote the blueprint and then watched someone else build it. The AI arms race runs on power. Not ideas. Not funding. Not talent. Physical energy. Gigawatts of it. The kind measured in years of construction before a single model trains on it. You cannot debate your way to a power grid. You cannot committee your way to a battery factory. You cannot regulate your way to energy dominance while a competitor is already running the lines. Every year of delay is a year of advantage that compounds on the other side of the world. And the thing nobody wants to say out loud. The nation that controls the energy controls the AI. The nation that controls the AI controls the century. We wrote the blueprint. We produced the vision. We had every advantage a country could ask for. And we are watching someone else build our future in real time. The window doesn’t stay open forever. It’s closing right now. While you read this.

Dustin

51,628 Aufrufe • vor 5 Monaten

Jensen Huang just told you who is winning the most important race on Earth. For fifty years, America held an unchallenged monopoly on the future. We built the transistor. We launched the internet. We wrote the source code for the modern world. Then the man who builds the physical backbone of every AI system on the planet read the score out loud. Huang: “50% of the world’s AI researchers are Chinese.” Half the minds building what comes next are not ours. Huang: “70% of last year’s AI patents are published by China.” Seven out of every ten blueprints for the next era are being written in Mandarin. Huang: “Nine out of the ten top science and technology schools in the world are now in China.” The talent pipeline did not slow down. It reversed direction. Huang: “We used to lead most of them; now they lead most of them. This has completely flipped in the last half to a decade.” Fifty years of American intellectual supremacy. Inverted in less than ten. This is not a rivalry between OpenAI and DeepSeek. This is not a stock ticker or a quarterly earnings call. This is the largest transfer of civilizational power in the modern era. And it is happening while the West drafts safety frameworks and fills out compliance paperwork. Huang: “They have a large population of highly qualified students. They work incredibly hard. This is a country with an enormous might.” China does not treat AI like a product category. They treat it as the single variable that decides who writes the rules for the next century. The West keeps asking what AI should be allowed to do. China keeps asking how fast they can build it. That gap is not philosophical. It is existential. This is not a left fight. This is not a right fight. This is a survival fight. And right now, America is not fighting it like one. The nation that controls the talent controls the research. The nation that controls the research controls the models. The nation that controls the models does not ask permission. It sets the terms. History never remembers the civilization with the better safety committee. It remembers the one that refused to stop building.
0:46

Jensen Huang just told you who is winning the most important race on Earth. For fifty years, America held an unchallenged monopoly on the future. We built the transistor. We launched the internet. We wrote the source code for the modern world. Then the man who builds the physical backbone of every AI system on the planet read the score out loud. Huang: “50% of the world’s AI researchers are Chinese.” Half the minds building what comes next are not ours. Huang: “70% of last year’s AI patents are published by China.” Seven out of every ten blueprints for the next era are being written in Mandarin. Huang: “Nine out of the ten top science and technology schools in the world are now in China.” The talent pipeline did not slow down. It reversed direction. Huang: “We used to lead most of them; now they lead most of them. This has completely flipped in the last half to a decade.” Fifty years of American intellectual supremacy. Inverted in less than ten. This is not a rivalry between OpenAI and DeepSeek. This is not a stock ticker or a quarterly earnings call. This is the largest transfer of civilizational power in the modern era. And it is happening while the West drafts safety frameworks and fills out compliance paperwork. Huang: “They have a large population of highly qualified students. They work incredibly hard. This is a country with an enormous might.” China does not treat AI like a product category. They treat it as the single variable that decides who writes the rules for the next century. The West keeps asking what AI should be allowed to do. China keeps asking how fast they can build it. That gap is not philosophical. It is existential. This is not a left fight. This is not a right fight. This is a survival fight. And right now, America is not fighting it like one. The nation that controls the talent controls the research. The nation that controls the research controls the models. The nation that controls the models does not ask permission. It sets the terms. History never remembers the civilization with the better safety committee. It remembers the one that refused to stop building.

Dustin

57,595 Aufrufe • vor 3 Monaten

Eric Schmidt was asked a technical question about open source and answered with the map of the next fifty years. The winner won’t be the smartest model. It’ll be the one four billion people never had to choose. Schmidt: “China is competing with open weights and open training data, and the US is largely and majority focused on closed weights, closed data.” That isn’t a product decision. It’s a distribution decision. And distribution has beaten quality in every contest that ever mattered. Schmidt: “The majority of the world, think of it as the Belt and Road initiative, are going to use Chinese models and not American models.” The first Belt and Road was ports, rail, and highways. This one doesn’t get poured. It gets downloaded. Every piece of infrastructure ever built was indifferent to what moved across it. A road doesn’t tell you where to go. A model does. Schmidt: “The American models are typically using 16-bit precision for their training. The Chinese are pushing 8 and now even 4.” Every bit they drop is a cheaper device that can run it. We cut off their chips to slow them down. Scarcity made their models small. Small is what crosses a border. We designed their advantage. Not better. Present. America is building the best model on earth and metering it. China is building one that’s good enough and giving it away. A model isn’t software. It’s a compressed set of judgments about what’s true, what’s askable, and what a reasonable answer sounds like. Install that as a country’s default and you haven’t sold them a tool. You’ve set the limits of what occurs to them. That isn’t censorship. Censorship leaves a mark. A question that never occurs to you doesn’t feel like a restriction. It feels like the edge of the world. Every empire before this one had to teach the world its language first. Missionaries, schoolteachers, garrisons, printing presses. Every one of them ran through a human being who could hesitate, doubt, or be talked out of it. AI arrives already speaking yours. It doesn’t ask you to change. It changes you in your own voice. The first ideology in history that doesn’t need believers. It only needs to be installed. Schmidt: “I’d much rather have the proliferation of large language models and that learning be done based on Western values.” He’s right, and we’re playing it backwards. We treat openness like a giveaway, as if the weights were the crown jewels. Openness is the one advantage an authoritarian can’t copy. An open model can be read, probed, and torn apart by anyone who doubts it. A system that has to control the answer can never afford to publish the reasoning. China opens its weights to spread them. America could open its weights to be trusted. Only one of those compounds. A closed American model wins the benchmark. An open American model wins the default. Centuries get built out of defaults. Schmidt: “We also have to watch to make sure that the proliferation of these models for handheld devices is under American control.” That’s the ground. Not data centers. Not cloud contracts. Pockets. The frontier race has five contenders and the whole world watching. This one has no audience at all. It plays out on hardware too cheap to run an American model, and goes to whoever bothered to show up. We keep asking who reaches AGI first. The question that settles the century is smaller and much harder to take back. Four billion people are going to ask a machine what happened in their own country. Whose answer do they get? Nobody votes on that. It’s decided by whatever was already installed. America has the best AI ever built. The only way to lose this era is to keep it.
2:24

Eric Schmidt was asked a technical question about open source and answered with the map of the next fifty years. The winner won’t be the smartest model. It’ll be the one four billion people never had to choose. Schmidt: “China is competing with open weights and open training data, and the US is largely and majority focused on closed weights, closed data.” That isn’t a product decision. It’s a distribution decision. And distribution has beaten quality in every contest that ever mattered. Schmidt: “The majority of the world, think of it as the Belt and Road initiative, are going to use Chinese models and not American models.” The first Belt and Road was ports, rail, and highways. This one doesn’t get poured. It gets downloaded. Every piece of infrastructure ever built was indifferent to what moved across it. A road doesn’t tell you where to go. A model does. Schmidt: “The American models are typically using 16-bit precision for their training. The Chinese are pushing 8 and now even 4.” Every bit they drop is a cheaper device that can run it. We cut off their chips to slow them down. Scarcity made their models small. Small is what crosses a border. We designed their advantage. Not better. Present. America is building the best model on earth and metering it. China is building one that’s good enough and giving it away. A model isn’t software. It’s a compressed set of judgments about what’s true, what’s askable, and what a reasonable answer sounds like. Install that as a country’s default and you haven’t sold them a tool. You’ve set the limits of what occurs to them. That isn’t censorship. Censorship leaves a mark. A question that never occurs to you doesn’t feel like a restriction. It feels like the edge of the world. Every empire before this one had to teach the world its language first. Missionaries, schoolteachers, garrisons, printing presses. Every one of them ran through a human being who could hesitate, doubt, or be talked out of it. AI arrives already speaking yours. It doesn’t ask you to change. It changes you in your own voice. The first ideology in history that doesn’t need believers. It only needs to be installed. Schmidt: “I’d much rather have the proliferation of large language models and that learning be done based on Western values.” He’s right, and we’re playing it backwards. We treat openness like a giveaway, as if the weights were the crown jewels. Openness is the one advantage an authoritarian can’t copy. An open model can be read, probed, and torn apart by anyone who doubts it. A system that has to control the answer can never afford to publish the reasoning. China opens its weights to spread them. America could open its weights to be trusted. Only one of those compounds. A closed American model wins the benchmark. An open American model wins the default. Centuries get built out of defaults. Schmidt: “We also have to watch to make sure that the proliferation of these models for handheld devices is under American control.” That’s the ground. Not data centers. Not cloud contracts. Pockets. The frontier race has five contenders and the whole world watching. This one has no audience at all. It plays out on hardware too cheap to run an American model, and goes to whoever bothered to show up. We keep asking who reaches AGI first. The question that settles the century is smaller and much harder to take back. Four billion people are going to ask a machine what happened in their own country. Whose answer do they get? Nobody votes on that. It’s decided by whatever was already installed. America has the best AI ever built. The only way to lose this era is to keep it.

Dustin

12,094 Aufrufe • vor 23 Tagen

🇨🇳📱 China Isn’t Talking About the AI Future: It’s Already Living It While Western media is still debating what AI wearables might look like, China is already living in that future, in shops, offices, classrooms, metros and even family homes. A new report shows just how far ahead China actually is: - 70+ Chinese companies have launched smart-glasses since Meta’s 2023 release. - Devices from Inmo, Rokid, Xiaomi, Alibaba are everywhere, some selling overseas, others powering China’s domestic AI ecosystems. - Features like paying for items by glancing at a QR code already exist in China. - China’s AI hardware sector is booming while others are still imagining prototypes. Kai-Fu Lee sums it up perfectly: “China is the nation of manufacturing… the next phase of competition will move to devices.” Exactly. The U.S. builds models. China builds the whole world those models have to run in. Why China Is Leading the AI Device Race? 1️⃣ The world’s strongest hardware ecosystem No country on Earth can design, prototype, manufacture and scale AI devices as fast as China. The ability to build millions of units in months gives China a massive advantage the U.S. simply doesn’t have. 2️⃣ Seamless digital integration Smart glasses plug directly into China’s existing infrastructure: - QR payments - WeChat / Alipay ecosystems - AI-enhanced navigation - Real-time translation and AR overlays The West has apps. China has an entire society built for AI adoption. 3️⃣ Relentless experimentation China is testing everything from: - enterprise AI recorders (DingTalk A1) - Plaud-style pocket transcribers - education-focused AI translators - even the quirky “Native Language Star” muzzle device for English practice Other countries theorise about “the next big thing.” China builds 20 versions of it by lunchtime. 4️⃣ The feedback loop advantage More devices, more usage, more data, faster improvement. China’s scale accelerates AI development in ways the U.S. cannot match. 5️⃣ AI wearables are already normal here Smart eyewear, AI notetakers, live translators, all in daily use. This isn’t sci-fi. This is Tuesday in Beijing. The Global Reality: For China, the AI device race is not hypothetical, it’s happening at street level. For many outside China? They can only imagine this kind of tech and often don’t believe it when they hear about it. Anyone living in China already sees the future everywhere, in convenience stores, on commuters, in classrooms and in the hands of office workers. Meanwhile, most of the world is still arguing about “what AI devices might eventually look like.” The Hard Truth: If the next “iPhone moment” of the AI age is going to come from anywhere, the smart money is on China, a country where hardware innovation, manufacturing power and real-world adoption all move at a speed the West simply can’t match.
1:05

🇨🇳📱 China Isn’t Talking About the AI Future: It’s Already Living It While Western media is still debating what AI wearables might look like, China is already living in that future, in shops, offices, classrooms, metros and even family homes. A new report shows just how far ahead China actually is: - 70+ Chinese companies have launched smart-glasses since Meta’s 2023 release. - Devices from Inmo, Rokid, Xiaomi, Alibaba are everywhere, some selling overseas, others powering China’s domestic AI ecosystems. - Features like paying for items by glancing at a QR code already exist in China. - China’s AI hardware sector is booming while others are still imagining prototypes. Kai-Fu Lee sums it up perfectly: “China is the nation of manufacturing… the next phase of competition will move to devices.” Exactly. The U.S. builds models. China builds the whole world those models have to run in. Why China Is Leading the AI Device Race? 1️⃣ The world’s strongest hardware ecosystem No country on Earth can design, prototype, manufacture and scale AI devices as fast as China. The ability to build millions of units in months gives China a massive advantage the U.S. simply doesn’t have. 2️⃣ Seamless digital integration Smart glasses plug directly into China’s existing infrastructure: - QR payments - WeChat / Alipay ecosystems - AI-enhanced navigation - Real-time translation and AR overlays The West has apps. China has an entire society built for AI adoption. 3️⃣ Relentless experimentation China is testing everything from: - enterprise AI recorders (DingTalk A1) - Plaud-style pocket transcribers - education-focused AI translators - even the quirky “Native Language Star” muzzle device for English practice Other countries theorise about “the next big thing.” China builds 20 versions of it by lunchtime. 4️⃣ The feedback loop advantage More devices, more usage, more data, faster improvement. China’s scale accelerates AI development in ways the U.S. cannot match. 5️⃣ AI wearables are already normal here Smart eyewear, AI notetakers, live translators, all in daily use. This isn’t sci-fi. This is Tuesday in Beijing. The Global Reality: For China, the AI device race is not hypothetical, it’s happening at street level. For many outside China? They can only imagine this kind of tech and often don’t believe it when they hear about it. Anyone living in China already sees the future everywhere, in convenience stores, on commuters, in classrooms and in the hands of office workers. Meanwhile, most of the world is still arguing about “what AI devices might eventually look like.” The Hard Truth: If the next “iPhone moment” of the AI age is going to come from anywhere, the smart money is on China, a country where hardware innovation, manufacturing power and real-world adoption all move at a speed the West simply can’t match.

James Wood 武杰士

17,430 Aufrufe • vor 8 Monaten

Jensen Huang just told you America is in an AI arms race where half the talent building the weapons was born on the other side. Huang: “50% of the world’s AI researchers are from China. Taking it emotionally too far from that results in consequences in relationships that are just harder to manage.” That is not diplomacy. That is the CEO of the most critical company in the AI supply chain telling you the West has a structural dependency it cannot legislate away. Half the minds capable of engineering superintelligence were born, raised, and educated inside the borders of America’s primary geopolitical rival. And Washington is writing policy as if that number does not exist. The politician sees China and reaches for tariffs. Export bans. Visa restrictions. The instinct is confrontation. The endgame is severance. Huang is telling you severance is suicide. You cannot win an intelligence race by amputating half the intelligence. America does not lead AI because of its government. It leads because the best researchers on Earth chose to be here. The compute. The capital. The culture of building. That pull is not permanent. The moment it reverses, the talent does not disappear. It goes home. And it takes the knowledge with it. Every emotionally driven export ban. Every reactionary visa restriction. Every congressional hearing staged for cameras instead of outcomes. Each one is a small push in the wrong direction on a scale that does not forgive miscalculation. China is not debating whether the technology moves too fast. They are building gigawatt-scale data centers and training sovereign models with the full weight of a state that treats AI supremacy as civilizational survival. And they are doing it with a researcher pipeline that America helped build and is now actively dismantling. Huang: “We can have a healthy competition while we compete, compete fairly, and collaborate at the same time.” That sounds reasonable until you hear what he is actually saying. The only path to American AI dominance runs directly through a relationship with the country trying to beat it. That does not fit on a campaign poster. But it is the math. The AI race is not a tariff negotiation. It is the final competition for who writes the operating system every future economy, military, and government runs on. Whoever builds superintelligence first does not get a market advantage. They get a permanent one. The kind no treaty undoes. And America is treating this like a midterm election issue while China is treating it like the last war it will ever need to fight. The danger is not that China outspends the U.S. The danger is that America mistakes emotional foreign policy for strategic foreign policy and severs the very relationships keeping it ahead. The researchers are the resource. Not the chips. Not the data centers. The people who know how to make the models think. Half of them are Chinese. And the U.S. is running a geopolitical strategy that forces those people to choose. Huang sees the board. He sells the GPUs. He knows who is buying them and who is designing on them. And he is telling you the current trajectory ends with America holding the best hardware on Earth and no one left who knows how to use it. The country that wins this will not be the one with the strongest rhetoric. It will be the one that understood the difference between controlling talent and attracting it. Right now, China is attracting. America is restricting. The algorithm does not care about flags. It scales for whoever shows up with the math. And right now, half the people who know the math are being told they are not welcome.
0:28

Jensen Huang just told you America is in an AI arms race where half the talent building the weapons was born on the other side. Huang: “50% of the world’s AI researchers are from China. Taking it emotionally too far from that results in consequences in relationships that are just harder to manage.” That is not diplomacy. That is the CEO of the most critical company in the AI supply chain telling you the West has a structural dependency it cannot legislate away. Half the minds capable of engineering superintelligence were born, raised, and educated inside the borders of America’s primary geopolitical rival. And Washington is writing policy as if that number does not exist. The politician sees China and reaches for tariffs. Export bans. Visa restrictions. The instinct is confrontation. The endgame is severance. Huang is telling you severance is suicide. You cannot win an intelligence race by amputating half the intelligence. America does not lead AI because of its government. It leads because the best researchers on Earth chose to be here. The compute. The capital. The culture of building. That pull is not permanent. The moment it reverses, the talent does not disappear. It goes home. And it takes the knowledge with it. Every emotionally driven export ban. Every reactionary visa restriction. Every congressional hearing staged for cameras instead of outcomes. Each one is a small push in the wrong direction on a scale that does not forgive miscalculation. China is not debating whether the technology moves too fast. They are building gigawatt-scale data centers and training sovereign models with the full weight of a state that treats AI supremacy as civilizational survival. And they are doing it with a researcher pipeline that America helped build and is now actively dismantling. Huang: “We can have a healthy competition while we compete, compete fairly, and collaborate at the same time.” That sounds reasonable until you hear what he is actually saying. The only path to American AI dominance runs directly through a relationship with the country trying to beat it. That does not fit on a campaign poster. But it is the math. The AI race is not a tariff negotiation. It is the final competition for who writes the operating system every future economy, military, and government runs on. Whoever builds superintelligence first does not get a market advantage. They get a permanent one. The kind no treaty undoes. And America is treating this like a midterm election issue while China is treating it like the last war it will ever need to fight. The danger is not that China outspends the U.S. The danger is that America mistakes emotional foreign policy for strategic foreign policy and severs the very relationships keeping it ahead. The researchers are the resource. Not the chips. Not the data centers. The people who know how to make the models think. Half of them are Chinese. And the U.S. is running a geopolitical strategy that forces those people to choose. Huang sees the board. He sells the GPUs. He knows who is buying them and who is designing on them. And he is telling you the current trajectory ends with America holding the best hardware on Earth and no one left who knows how to use it. The country that wins this will not be the one with the strongest rhetoric. It will be the one that understood the difference between controlling talent and attracting it. Right now, China is attracting. America is restricting. The algorithm does not care about flags. It scales for whoever shows up with the math. And right now, half the people who know the math are being told they are not welcome.

Dustin

10,925 Aufrufe • vor 4 Monaten

Yann LeCun just said something at Davos that nobody is talking about. The man who built Meta's AI for 12 years. The godfather of deep learning. Said this on stage, in front of the world's most powerful people: "The best open source AI models right now come from China. Everybody in the research community is using Chinese models." Here's what makes this more uncomfortable. He said it in the same breath as warning that the US is making a catastrophic mistake. OpenAI — increasingly closed. Anthropic — never open. Google — more closed every year. Meta — changing direction. Meanwhile China's labs are publishing. Open sourcing. Sharing. And the global research community is downloading their models. LeCun's warning was blunt: "We are slowing down progress in the West because of this." The irony is brutal. America built the open internet. Linux runs the world. The entire software stack humanity depends on is open source. And now the country that invented openness is closing its most important technology. While China does the opposite. The next AI revolution won't be won by the country with the most money. It will be won by the country whose models researchers actually use. Right now that answer is changing.
29:10

Yann LeCun just said something at Davos that nobody is talking about. The man who built Meta's AI for 12 years. The godfather of deep learning. Said this on stage, in front of the world's most powerful people: "The best open source AI models right now come from China. Everybody in the research community is using Chinese models." Here's what makes this more uncomfortable. He said it in the same breath as warning that the US is making a catastrophic mistake. OpenAI — increasingly closed. Anthropic — never open. Google — more closed every year. Meta — changing direction. Meanwhile China's labs are publishing. Open sourcing. Sharing. And the global research community is downloading their models. LeCun's warning was blunt: "We are slowing down progress in the West because of this." The irony is brutal. America built the open internet. Linux runs the world. The entire software stack humanity depends on is open source. And now the country that invented openness is closing its most important technology. While China does the opposite. The next AI revolution won't be won by the country with the most money. It will be won by the country whose models researchers actually use. Right now that answer is changing.

Shruti

31,597 Aufrufe • vor 3 Monaten

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 Aufrufe • vor 10 Monaten

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.”
4:51

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

244,339 Aufrufe • vor 26 Tagen

🇺🇸🇨🇳 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
0:41

🇺🇸🇨🇳 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

Mario Nawfal

119,661 Aufrufe • vor 7 Monaten

Elon Musk: For the next few years, I think America is likely to win the artificial intelligence race. But that early lead is fragile and short-lived. Ultimately, the global victor will be decided by a single factor: it will be a function of who controls the AI chip fabrication. The factories that make the AI chips, who controls them? That is where the real power lies. If those facilities are controlled, if more of them are controlled by China, then China will win the future of AI. Right now, almost all the advanced AI chip factories, they call them fabs, are located in Taiwan. That immense concentration of manufacturing creates a massive vulnerability for the rest of the globe. If China invades Taiwan, what happens to the world? Well, if they were to invade in the near term, the entire world would essentially be cut off from advanced AI chips overnight. Everything would grind to a halt. Currently, one hundred percent of advanced AI chips are made in Taiwan. We are relying entirely on a single location for the critical hardware that will define the next era of human technology and military dominance. Bringing that manufacturing power back home and securing our own supply chain is absolutely essential for national security, and the harsh reality is that we are simply not doing enough to prepare.
1:29

Elon Musk: For the next few years, I think America is likely to win the artificial intelligence race. But that early lead is fragile and short-lived. Ultimately, the global victor will be decided by a single factor: it will be a function of who controls the AI chip fabrication. The factories that make the AI chips, who controls them? That is where the real power lies. If those facilities are controlled, if more of them are controlled by China, then China will win the future of AI. Right now, almost all the advanced AI chip factories, they call them fabs, are located in Taiwan. That immense concentration of manufacturing creates a massive vulnerability for the rest of the globe. If China invades Taiwan, what happens to the world? Well, if they were to invade in the near term, the entire world would essentially be cut off from advanced AI chips overnight. Everything would grind to a halt. Currently, one hundred percent of advanced AI chips are made in Taiwan. We are relying entirely on a single location for the critical hardware that will define the next era of human technology and military dominance. Bringing that manufacturing power back home and securing our own supply chain is absolutely essential for national security, and the harsh reality is that we are simply not doing enough to prepare.

Ian Miles Cheong

409,258 Aufrufe • vor 4 Monaten

🇺🇸🇨🇳 China launches 36 warships in the time it takes America to build one. Malcolm Nance, former U.S. Navy intelligence officer, breaks down how decades of offshoring hollowed out the industrial base America would need to actually fight a major war, and the shipbuilding gap is where it shows up most brutally: "China is now America in 1950." The factories, the workers, the production lines that won World War II all exist today. They're just on the other side of the Pacific, and the window to bring them back may already be closed. Malcolm Nance
12:53

🇺🇸🇨🇳 China launches 36 warships in the time it takes America to build one. Malcolm Nance, former U.S. Navy intelligence officer, breaks down how decades of offshoring hollowed out the industrial base America would need to actually fight a major war, and the shipbuilding gap is where it shows up most brutally: "China is now America in 1950." The factories, the workers, the production lines that won World War II all exist today. They're just on the other side of the Pacific, and the window to bring them back may already be closed. Malcolm Nance

Mario Nawfal

30,752 Aufrufe • vor 2 Monaten

Jensen Huang looked at both scoreboards and picked one word for China. Might. Not growth. Not progress. Might. The word for power before it tells you what it wants. Huang: “50% of the world’s AI researchers are Chinese. 70% of last year’s AI patents are published by China.” Half the researchers. Most of the patents. One flag. Huang: “The ecosystem of AI in China is vibrant, rich, incredibly innovative.” That’s not a compliment. That’s the one man alive who can see both scoreboards, telling you the game’s already been called. Researchers and patents count what’s already been built. Schools count what’s coming next. Huang: “I think it’s like 9 out of the 10 top science and technology schools in the world are now in China. They lead in science and technology in many different fields.” A ranking isn’t a fact. It’s a photograph, and a photograph starts dying the moment the shutter closes. Huang: “This has completely flipped in the last half to a decade. We used to lead most of them. Now they lead most of them.” Five years ago that photograph had America’s name in the corner. Nobody rang a bell when it changed hands, least of all Washington. The flip finished before most people knew there was a game at all. Huang: “They have a large population of highly qualified students. They work incredibly hard. This is a country with enormous might.” Not luck. Not a shortcut. Scale and effort, compounding year over year, on a clock the West assumed it still owned. The photograph isn’t done developing. Not theirs. Not ours. Might is doing two jobs here. One already happened. China built it. The other hasn’t. That half is still unclaimed. Nobody claims it for you. Not China. Not Washington. Not luck. China’s might is a fact. Ours is still a maybe.
0:45

Jensen Huang looked at both scoreboards and picked one word for China. Might. Not growth. Not progress. Might. The word for power before it tells you what it wants. Huang: “50% of the world’s AI researchers are Chinese. 70% of last year’s AI patents are published by China.” Half the researchers. Most of the patents. One flag. Huang: “The ecosystem of AI in China is vibrant, rich, incredibly innovative.” That’s not a compliment. That’s the one man alive who can see both scoreboards, telling you the game’s already been called. Researchers and patents count what’s already been built. Schools count what’s coming next. Huang: “I think it’s like 9 out of the 10 top science and technology schools in the world are now in China. They lead in science and technology in many different fields.” A ranking isn’t a fact. It’s a photograph, and a photograph starts dying the moment the shutter closes. Huang: “This has completely flipped in the last half to a decade. We used to lead most of them. Now they lead most of them.” Five years ago that photograph had America’s name in the corner. Nobody rang a bell when it changed hands, least of all Washington. The flip finished before most people knew there was a game at all. Huang: “They have a large population of highly qualified students. They work incredibly hard. This is a country with enormous might.” Not luck. Not a shortcut. Scale and effort, compounding year over year, on a clock the West assumed it still owned. The photograph isn’t done developing. Not theirs. Not ours. Might is doing two jobs here. One already happened. China built it. The other hasn’t. That half is still unclaimed. Nobody claims it for you. Not China. Not Washington. Not luck. China’s might is a fact. Ours is still a maybe.

Dustin

15,569 Aufrufe • vor 1 Monat

Alex Karp just said what every other tech CEO is terrified to admit: the world doesn’t split three ways. It splits two. And second place is extinction. Europe watches. Everyone else becomes a customer. The fight is binary. America or China. One owns the future’s operating system. The other lives inside it, powerless. Karp: “There are only two cultures that are going to win in the next year. It’s going to be us or China.” Technology isn’t neutral. The builder’s values get hardcoded into everything. If we don’t own the chips, the models, the infrastructure, the beliefs embedded in the next century won’t be freedom or rights. They’ll be surveillance and control. Karp: “If we are not the ones controlling the violence, we will not be dictating the rule of law.” AI is a weapon system. Not potentially. Inherently. Restraint doesn’t buy peace. It guarantees defeat. If the Constitution matters, if speech matters, if any of it matters, America has to win technologically. Power doesn’t negotiate values. It imposes them. Thinking caution earns respect is suicidal delusion. The enemy isn’t slowing down for ethics debates. They’re building at war speed while we workshop guardrails. Karp: “No one is coming to defend you. You have to defend yourself.” No cavalry. No referees. No shared humanity saving the day. Just two civilizations in a cage match for permanent control. Outbuild them or surrender everything. Not eventually. Now. Because losing this race doesn’t mean second place. It means your children grow up under a system that doesn’t even pretend you have rights.
2:06

Alex Karp just said what every other tech CEO is terrified to admit: the world doesn’t split three ways. It splits two. And second place is extinction. Europe watches. Everyone else becomes a customer. The fight is binary. America or China. One owns the future’s operating system. The other lives inside it, powerless. Karp: “There are only two cultures that are going to win in the next year. It’s going to be us or China.” Technology isn’t neutral. The builder’s values get hardcoded into everything. If we don’t own the chips, the models, the infrastructure, the beliefs embedded in the next century won’t be freedom or rights. They’ll be surveillance and control. Karp: “If we are not the ones controlling the violence, we will not be dictating the rule of law.” AI is a weapon system. Not potentially. Inherently. Restraint doesn’t buy peace. It guarantees defeat. If the Constitution matters, if speech matters, if any of it matters, America has to win technologically. Power doesn’t negotiate values. It imposes them. Thinking caution earns respect is suicidal delusion. The enemy isn’t slowing down for ethics debates. They’re building at war speed while we workshop guardrails. Karp: “No one is coming to defend you. You have to defend yourself.” No cavalry. No referees. No shared humanity saving the day. Just two civilizations in a cage match for permanent control. Outbuild them or surrender everything. Not eventually. Now. Because losing this race doesn’t mean second place. It means your children grow up under a system that doesn’t even pretend you have rights.

Dustin

589,418 Aufrufe • vor 6 Monaten

🚨 CHINA BUILDS WHILE AMERICA BURNS BILLIONS 🚨 Marco Rubio says America does not want to contain China, but China should not rise at America’s expense. However, who is actually draining America? While China builds infrastructure, expands manufacturing, and signs business deals across the world, Washington is spending $1 billion a day on war in Iran and maintaining hundreds of military bases across the globe. That money is not being spent for the American people. It is being burned in West Asia to weaken Iran, control the Strait of Hormuz, and secure Israel’s dream of becoming the dominant empire of the region. American taxpayers are being sucked dry while China invests in its future. So maybe the problem is not that China is rising. Maybe the problem is that the United States chose empire over its own people.
5:01

🚨 CHINA BUILDS WHILE AMERICA BURNS BILLIONS 🚨 Marco Rubio says America does not want to contain China, but China should not rise at America’s expense. However, who is actually draining America? While China builds infrastructure, expands manufacturing, and signs business deals across the world, Washington is spending $1 billion a day on war in Iran and maintaining hundreds of military bases across the globe. That money is not being spent for the American people. It is being burned in West Asia to weaken Iran, control the Strait of Hormuz, and secure Israel’s dream of becoming the dominant empire of the region. American taxpayers are being sucked dry while China invests in its future. So maybe the problem is not that China is rising. Maybe the problem is that the United States chose empire over its own people.

Kevork Almassian

30,931 Aufrufe • vor 3 Monaten

Scott Galloway just explained why China doesn’t need to build better AI than America. It only needs to make American AI worthless. Galloway: “I think China is beginning to engage in what I’ll call AI dumping.” Not competing. Dumping. It’s the term economists use for flooding a foreign market with below-cost goods until the domestic industry collapses. Galloway: “They’re going to have a series of open-weight models. About a third of corporations now are supposedly using Chinese lightweight open-weight models that are cheaper.” Not better. Cheaper. A third of corporations. Already. China isn’t trying to out-innovate Silicon Valley. It’s trying to collapse the economics beneath it. Price warfare at the infrastructure layer. Galloway: “If I were Xi, I would just dump cheap AI into the US market.” This playbook is old. China ran it with steel. Ran it with solar. Ran it with semiconductors. Flood a market with a cheaper version until the domestic industry can’t sustain itself. AI is next. Galloway: “The moment large corporations start announcing they’re disengaging these multi-million dollar site licenses with Anthropic or OpenAI, they’re using these inexpensive Chinese models…” One CFO after another decides the Chinese model at a fraction of the cost is good enough. Not better. Good enough. “Good enough” at a lower price has killed more market leaders than any superior product ever has. Galloway: “…and the market realizes that there’s no way they can justify these incredible valuations, I think the US market crashes.” Not because the technology failed. Because the business model did. American AI companies are valued on the assumption that corporations will pay premium prices for premium models. China’s whole strategy is to make that assumption false. Galloway: “40% of the S&P now is directly or tangentially related to this giant bet America’s making on AI.” 40% of the S&P. Tied to one sector. Galloway: “The majority of GDP growth over the last two years has come from AI CapEx.” The majority of GDP growth. From one source. America didn’t diversify its future. It concentrated everything into a single bet, then left that bet undefended. Galloway: “If that slows down, we are immediately in a recession.” Immediately. Not gradually. Not over quarters. The distance between AI boom and American recession is one procurement decision. America built the most advanced AI on Earth and forgot to build an economy that survives someone selling it cheaper. The threat to American AI was never that China would build something smarter. It was that China would build something cheaper, and American corporations would choose the price. China’s real weapon isn’t Chinese technology. It’s American capitalism. The same rational self-interest that built the AI industry will dismantle it the moment a cheaper alternative appears. The market has no patriotism. Only price sensitivity. The technology race was never the real race. The real race was always whether America could turn its AI dominance into something that survives being undercut. America hasn’t even started running it. China already has.
0:47

Scott Galloway just explained why China doesn’t need to build better AI than America. It only needs to make American AI worthless. Galloway: “I think China is beginning to engage in what I’ll call AI dumping.” Not competing. Dumping. It’s the term economists use for flooding a foreign market with below-cost goods until the domestic industry collapses. Galloway: “They’re going to have a series of open-weight models. About a third of corporations now are supposedly using Chinese lightweight open-weight models that are cheaper.” Not better. Cheaper. A third of corporations. Already. China isn’t trying to out-innovate Silicon Valley. It’s trying to collapse the economics beneath it. Price warfare at the infrastructure layer. Galloway: “If I were Xi, I would just dump cheap AI into the US market.” This playbook is old. China ran it with steel. Ran it with solar. Ran it with semiconductors. Flood a market with a cheaper version until the domestic industry can’t sustain itself. AI is next. Galloway: “The moment large corporations start announcing they’re disengaging these multi-million dollar site licenses with Anthropic or OpenAI, they’re using these inexpensive Chinese models…” One CFO after another decides the Chinese model at a fraction of the cost is good enough. Not better. Good enough. “Good enough” at a lower price has killed more market leaders than any superior product ever has. Galloway: “…and the market realizes that there’s no way they can justify these incredible valuations, I think the US market crashes.” Not because the technology failed. Because the business model did. American AI companies are valued on the assumption that corporations will pay premium prices for premium models. China’s whole strategy is to make that assumption false. Galloway: “40% of the S&P now is directly or tangentially related to this giant bet America’s making on AI.” 40% of the S&P. Tied to one sector. Galloway: “The majority of GDP growth over the last two years has come from AI CapEx.” The majority of GDP growth. From one source. America didn’t diversify its future. It concentrated everything into a single bet, then left that bet undefended. Galloway: “If that slows down, we are immediately in a recession.” Immediately. Not gradually. Not over quarters. The distance between AI boom and American recession is one procurement decision. America built the most advanced AI on Earth and forgot to build an economy that survives someone selling it cheaper. The threat to American AI was never that China would build something smarter. It was that China would build something cheaper, and American corporations would choose the price. China’s real weapon isn’t Chinese technology. It’s American capitalism. The same rational self-interest that built the AI industry will dismantle it the moment a cheaper alternative appears. The market has no patriotism. Only price sensitivity. The technology race was never the real race. The real race was always whether America could turn its AI dominance into something that survives being undercut. America hasn’t even started running it. China already has.

Dustin

803,841 Aufrufe • vor 26 Tagen

China went from copying Western drugs to being the country America copies, in about ten years. Crémieux came on PostAGI to explain how that happened, and where it leaves open science once AGI is in the picture. We got into where biotech's frontier actually sits right now, why it moved to China, and what happens when AI labs start pulling the whole stack in. Chapters: 1:16 the reproducibility and replicability crisis 7:31 whether AI labs vertically integrate science 14:49 how China became the number one drug innovator 18:53 the pricing trick nobody else figured out 20:51 the law that makes you ask competitors for permission to open a hospital 29:45 what AGI does to all of it
33:32

China went from copying Western drugs to being the country America copies, in about ten years. Crémieux came on PostAGI to explain how that happened, and where it leaves open science once AGI is in the picture. We got into where biotech's frontier actually sits right now, why it moved to China, and what happens when AI labs start pulling the whole stack in. Chapters: 1:16 the reproducibility and replicability crisis 7:31 whether AI labs vertically integrate science 14:49 how China became the number one drug innovator 18:53 the pricing trick nobody else figured out 20:51 the law that makes you ask competitors for permission to open a hospital 29:45 what AGI does to all of it

Soubhik Deb

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