Stanford's Anshul Kundaje warns nations face strategic dependence on the US or China without sovereign semiconductor infrastructure

@agupta Military tech is big $$$ that most countries are accustomed to outsourcing from US et al

It'll be the same with AI

@JrArmyguy89 people forget that the us government has a monopoly on legal violence

@iwasrobbed this time it’ll be much more expensive than some missiles

@agupta Not a vassal state of the US, but a vassal state of OpenAI/Anthropic/China

@agupta That has been true in modern history because people matter and the Government of a nation-state was the best way to organize people. But in an AGI/Robotics world where armies become drones? And the drones are produced/ran by private companies? That monopoly goes away

@JrArmyguy89 Only one of those parties gets to put the others in gitmo

@agupta Theyre already vassal states lol

This tweet is about 5 decades too late. That time has already passed. They will pass laws laws, regulate the shit out of it, & suck out revenue

@agupta the stakes got bigger fast

@agupta @JrArmyguy89 This is tautological, "legal" is what a government calls its brand of violence. But violence comes in many forms.

@agupta Ok let’s keep calm and not go full digital dictatorship. Europe makes the machine that Asia uses to make the Chips needes for Frontier.

We’ll all sit at the table like grown ups.

@agupta So, it’s a multipolar world? Or not? I don’t understand

@agupta So a Cyberpunk Dystopia? Sounds fun.

@agupta Which requires people. If people are automated out of defense/law enforcement, and the US government does not control those drones directly (the current model is they are contract out the tech/production), then they don’t have a monopoly on power.

@agupta You *can't* buy the GPUs. They're all gone. What's coming from the fab is already under allocation for, what, two years out? Maybe more?

If you don't have it today, you will not have it 2 years from now.

That part is done like dinner.

@agupta With intense espionage how long before everyone has the model weights and architecture anyway? Anthropic is only a private corp…

The Fable situation makes one thing obvious: access is fragile.

For India, the play should be less “let’s cosplay frontier labs” and more “let’s win the messy layer we actually understand.”

Languages, voice, bad PDFs, courts, banks, call centres, schools, government workflows.

That chaos is the moat.

@agupta Interesting

@agupta Also, adversaries make bad employees.

@agupta Stockpiling $50b worth of B200/H200 is a sane insurance policy for country like India. Won’t be cut off from ai driven acceleration in the short/medium term. Long term need own fab ofc.