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When Dylan Patel came on the podcast last fall, he suggested China could centralize compute to leap ahead in the AI race. Arthur Kroeber doesn't think this is a possibility. The Chinese tech giants (Alibaba, Huawei, ByteDance, Xaiomi) have proved their merit through success on the market, and have...

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Dwarkesh Podcast

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40,947 görüntüleme • 1 yıl önce •via X (Twitter)

Bilim & TeknolojiHaberler & Politika
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Pablo Carranza1 yıl önce

@dwarkesh_sp Don't give them ideas!

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I’m not sure this view holds post-2020

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liquidity fuels compute, macro matters

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🇺🇸🇨🇳 JENSEN HUANG: THERE IS A REAL OPPORTUNITY TO BRING BLACKWELL TO CHINA "So I think the opportunity for us to bring Blackwell to the China market is a real possibility. We just have to keep advocating the sensibility and the importance of American tech companies being able to lead and win the AI race." Source: Bloomberg
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🇺🇸🇨🇳 JENSEN HUANG: THERE IS A REAL OPPORTUNITY TO BRING BLACKWELL TO CHINA "So I think the opportunity for us to bring Blackwell to the China market is a real possibility. We just have to keep advocating the sensibility and the importance of American tech companies being able to lead and win the AI race." Source: Bloomberg

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Amy Kremer: All we hear from Big Tech is their sales pitch. "But China! We have to beat China in the AI race!" If we have to beat China then why did we find out last week that OpenAI and Google are selling their frontier models to Chinese subsidiaries that have been blacklisted by the Pentagon? Amy Kremer
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Amy Kremer: All we hear from Big Tech is their sales pitch. "But China! We have to beat China in the AI race!" If we have to beat China then why did we find out last week that OpenAI and Google are selling their frontier models to Chinese subsidiaries that have been blacklisted by the Pentagon? Amy Kremer

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💥BREAKING: 🇨🇳 🇺🇸 Sources say Chinese buyers approved to purchase Nvidia ($NVDA) chips. • Alibaba • ByteDance • Tencent • JD If true, this changes everything. Months of export restrictions, geopolitical tension, all flipped in a single headline. China gets its compute. Nvidia gets the biggest buyers on the planet back. The AI arms race is heating UP massively.
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💥BREAKING: 🇨🇳 🇺🇸 Sources say Chinese buyers approved to purchase Nvidia ($NVDA) chips. • Alibaba • ByteDance • Tencent • JD If true, this changes everything. Months of export restrictions, geopolitical tension, all flipped in a single headline. China gets its compute. Nvidia gets the biggest buyers on the planet back. The AI arms race is heating UP massively.

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

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"The only people that have an issue with our copyright laws are the AI tech giants who find that they get in their way of what they want to do." MP Pete Wishart on the impact Government proposals on AI and copyright could have on the music industry.
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DeepSeek Stock Market Plunge Explained Here's a quick overview of what is happening with the Chinese AI model DeepSeek, NVIDIA, and the stock market. I’ll have a long-form podcast on this soon - follow me to get notified.
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DeepSeek Stock Market Plunge Explained Here's a quick overview of what is happening with the Chinese AI model DeepSeek, NVIDIA, and the stock market. I’ll have a long-form podcast on this soon - follow me to get notified.

Harper Carroll

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"I think in a free country we should be able to post onto the internet, 'hey, there are masked agents on Broadway and Vine and not have the government or the tech oligarchs prevent us from doing that.' Shame on you, Tim Cook." Tom Nichols joins Tim Miller on The Bulwark Podcast:
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"I think in a free country we should be able to post onto the internet, 'hey, there are masked agents on Broadway and Vine and not have the government or the tech oligarchs prevent us from doing that.' Shame on you, Tim Cook." Tom Nichols joins Tim Miller on The Bulwark Podcast:

The Bulwark

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How does the U.S. win the AI race without tightening export controls on advanced AI chips to China? NVIDIA CEO: • China will not base its defense on Western tech • The Pentagon doesn’t use Chinese chips • China has domestic AI chips (Huawei, startups) and manufactures at scale, so its military has access • The U.S. needs a nuanced plan to stay ahead • Make the American tech stack the global standard • If others can’t build on the American stack, they’ll build on another stack • KPI David Sacks 5y → 80% = win; 20% = loss • China: 50% of AI researchers, 30% of the tech market, ~1B users • Cost of isolation: forfeits ~30% of the market, blocks diffusion of U.S. tech, concedes the rest of the world • President Trump wouldn’t view isolation as a winning strategy To win the AI race, the U.S. must lead with the best chips—and win developers and markets worldwide.
2:32

How does the U.S. win the AI race without tightening export controls on advanced AI chips to China? NVIDIA CEO: • China will not base its defense on Western tech • The Pentagon doesn’t use Chinese chips • China has domestic AI chips (Huawei, startups) and manufactures at scale, so its military has access • The U.S. needs a nuanced plan to stay ahead • Make the American tech stack the global standard • If others can’t build on the American stack, they’ll build on another stack • KPI David Sacks 5y → 80% = win; 20% = loss • China: 50% of AI researchers, 30% of the tech market, ~1B users • Cost of isolation: forfeits ~30% of the market, blocks diffusion of U.S. tech, concedes the rest of the world • President Trump wouldn’t view isolation as a winning strategy To win the AI race, the U.S. must lead with the best chips—and win developers and markets worldwide.

Ask Perplexity

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JENSEN HUANG: THE AMERICAN TECH STACK IS HOW WE WIN THE AI RACE "DeepSeek when it came out, it was a great win for the United States. Imagine if DeepSeek came out and only ran on Huawei. The fact of the matter is American tech stack all over the world being the world's standard is vital to the future of winning the AI race. You can't do it any other way, as you know, any computing platform wins because of developers, and half of the world's developers are in China." Source: The All-In Podcast
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JENSEN HUANG: THE AMERICAN TECH STACK IS HOW WE WIN THE AI RACE "DeepSeek when it came out, it was a great win for the United States. Imagine if DeepSeek came out and only ran on Huawei. The fact of the matter is American tech stack all over the world being the world's standard is vital to the future of winning the AI race. You can't do it any other way, as you know, any computing platform wins because of developers, and half of the world's developers are in China." Source: The All-In Podcast

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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 isn't Xi Jinping more AGI-pilled? China has been underspending on AI for the last four years. I think it's because the Chinese government just doesn't really believe that AI is going to be nearly as important as we do. If they did believe it, they'd be buying H200 chips and spending more on data centers, and they're not doing it. John: Is it possible that China believes in AGI, but they just have longer timelines? China might not be necessarily behind the ball. They might just be optimizing for a 2035 AGI. Chris: I think one explanation is that the U.S. is a service-sector-heavy economy and is going to be more impactful in services first, manufacturing second. Second, U.S. firms could be more tech-forward. You see this in cloud computing. China has a tiny cloud computing market relative to GDP because its large enterprises just don't want to move to the cloud. Third, we should be open to the prospect that the Chinese government just hasn't gotten the memo yet. You know, for better or for worse, we have no deficit of VCs and tech entrepreneurs in government.
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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 isn't Xi Jinping more AGI-pilled? China has been underspending on AI for the last four years. I think it's because the Chinese government just doesn't really believe that AI is going to be nearly as important as we do. If they did believe it, they'd be buying H200 chips and spending more on data centers, and they're not doing it. John: Is it possible that China believes in AGI, but they just have longer timelines? China might not be necessarily behind the ball. They might just be optimizing for a 2035 AGI. Chris: I think one explanation is that the U.S. is a service-sector-heavy economy and is going to be more impactful in services first, manufacturing second. Second, U.S. firms could be more tech-forward. You see this in cloud computing. China has a tiny cloud computing market relative to GDP because its large enterprises just don't want to move to the cloud. Third, we should be open to the prospect that the Chinese government just hasn't gotten the memo yet. You know, for better or for worse, we have no deficit of VCs and tech entrepreneurs in government.

TBPN

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David Sacks on what "winning" the AI race looks like for the US and China 🇺🇸🇨🇳 -- Mass adoption of their tech stack (80-90% market share) -- Achieving an advantage so decisive that they cannot be leapfrogged back @jason: "If China wins the AI race, what does it mean to win?" David Sacks: "To me, it would mean that they achieve a decisive advantage in AI such that we can't leapfrog them back." "An example of this might be something like 5G, where Huawei leapfrogged us, got to 5G first, and disseminated it through the world." "This is where we have to change our mindset towards diffusion." "I would define winning as the whole world consolidates around the American tech stack." "They use American hardware in data centers that are fundamentally powered by American technology." "Just look at market share. If we have like 80 to 90% market share, that's winning." "If (China) has 80% market share, then we're in big trouble."
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David Sacks on what "winning" the AI race looks like for the US and China 🇺🇸🇨🇳 -- Mass adoption of their tech stack (80-90% market share) -- Achieving an advantage so decisive that they cannot be leapfrogged back @jason: "If China wins the AI race, what does it mean to win?" David Sacks: "To me, it would mean that they achieve a decisive advantage in AI such that we can't leapfrog them back." "An example of this might be something like 5G, where Huawei leapfrogged us, got to 5G first, and disseminated it through the world." "This is where we have to change our mindset towards diffusion." "I would define winning as the whole world consolidates around the American tech stack." "They use American hardware in data centers that are fundamentally powered by American technology." "Just look at market share. If we have like 80 to 90% market share, that's winning." "If (China) has 80% market share, then we're in big trouble."

The All-In Podcast

133,343 görüntüleme • 1 yıl önce

watched through the entire interview these guys aren't in the same league. jensen plays to win. dwarkesh has been one shotted by mythos marketing. in a way its jensen arguing against dario by proxy. think there's a fundamental underestimation that most ppl in the west have about huawei. they are a freak monster powerhouse and jensen is 100% correct in wanting to push nvidia in china versus letting huawei eat the domestic market. the worst outcome for the US would be for deepseek to be trained 100% on huawei chips versus a china that is dependent on the nvidia stack.
3:58

watched through the entire interview these guys aren't in the same league. jensen plays to win. dwarkesh has been one shotted by mythos marketing. in a way its jensen arguing against dario by proxy. think there's a fundamental underestimation that most ppl in the west have about huawei. they are a freak monster powerhouse and jensen is 100% correct in wanting to push nvidia in china versus letting huawei eat the domestic market. the worst outcome for the US would be for deepseek to be trained 100% on huawei chips versus a china that is dependent on the nvidia stack.

factorydoge

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This video shares a tremendous insight into China most Westerners have no idea about. A few weeks ago I attended the World AI Conference in Shanghai. While walking through the Tencent booth, I was approached by this young Chinese man who recognized me from YouTube. I was recording a video of the event and decided to an impromptu interview on the spot. Ethan was a Facebook software engineer working for Instagram. He quit his job and came back to China because he feels the future of tech and most importantly AI is in China. Every day in Western media we hear: China is collapsing! But when you go to China and experience it yourself, you'll find the truth is quite different. Full Video 👇
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This video shares a tremendous insight into China most Westerners have no idea about. A few weeks ago I attended the World AI Conference in Shanghai. While walking through the Tencent booth, I was approached by this young Chinese man who recognized me from YouTube. I was recording a video of the event and decided to an impromptu interview on the spot. Ethan was a Facebook software engineer working for Instagram. He quit his job and came back to China because he feels the future of tech and most importantly AI is in China. Every day in Western media we hear: China is collapsing! But when you go to China and experience it yourself, you'll find the truth is quite different. Full Video 👇

Cyrus Janssen

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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.”

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Trump called in Generals to be ready for a move by China.. China is positioned to cut off all the communications systems across the globe by destroying the underwater cabals in the ocean. We have successfully taken away their minerals by way of Congo and wiped out their oil reserves in Venezuela and Iran. Juan explains the meeting Trump will have with China regarding their part in stealing the 2020 election. This podcast is a must watch on
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Trump called in Generals to be ready for a move by China.. China is positioned to cut off all the communications systems across the globe by destroying the underwater cabals in the ocean. We have successfully taken away their minerals by way of Congo and wiped out their oil reserves in Venezuela and Iran. Juan explains the meeting Trump will have with China regarding their part in stealing the 2020 election. This podcast is a must watch on

David Nino Rodriguez

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Win the next game one possession at a time. You have to move on from adversity, and you have to move on from success. In a game, you are going to have a lot of both. The people who can focus on winning the next play have a better chance of winning the game.
0:24

Win the next game one possession at a time. You have to move on from adversity, and you have to move on from success. In a game, you are going to have a lot of both. The people who can focus on winning the next play have a better chance of winning the game.

The Winning Difference

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AI is happening now. We can’t run from change, but if the tech is built on human work, the benefits should belong to human workers. California should continue to be a global leader in tech innovation. But we need a plan today—not ten years from now—to protect our workforce. We cannot move quickly enough to have the conversation about AI job displacement.
1:02

AI is happening now. We can’t run from change, but if the tech is built on human work, the benefits should belong to human workers. California should continue to be a global leader in tech innovation. But we need a plan today—not ten years from now—to protect our workforce. We cannot move quickly enough to have the conversation about AI job displacement.

Katie Porter

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Andy Burnham on a return to government: 'If the call came I'm not going to turn away from it' Pressed on his leadership ambitions by ITV News, the Mayor of Greater Manchester said: 'I'm not an MP, I cant stand in any leadership race... I'm here to make a success of this Labour government, and if people think I could have a role in that in any capacity... then of course, if the call came, I'm not going to just turn away from it'
2:52

Andy Burnham on a return to government: 'If the call came I'm not going to turn away from it' Pressed on his leadership ambitions by ITV News, the Mayor of Greater Manchester said: 'I'm not an MP, I cant stand in any leadership race... I'm here to make a success of this Labour government, and if people think I could have a role in that in any capacity... then of course, if the call came, I'm not going to just turn away from it'

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