Reactions from ranked influencers
13 posts
Jensen Huang explained how blocking China from Nvidia does not anymore means blocking China from AI. If you don’t give your competitor the best chips, they will lag behind. This is how export control stories go. China is not waiting at the door of American computer systems anymore. Huawei’s rise is an example of a ban becoming an economic boost. It creates a market and teaches domestic suppliers how to get stronger, grow and export. Now the real battle is over who controls the chips, the talent, the energy, the infrastructure, the models, the apps and the whole intelligence stack. Thinking of chip policy as a valve that can be opened and closed is wrong. Each barrier slows down one flow while speeding up another. In the long run, the threat may be to a world in which American technology is absent from the systems that the US wishes to change. --- From "Fox Business" YouTube channel, (full video link in comment)
Axios: Trump administration weighs restrictions while businesses move to lower-cost Chinese AI. Such a move would hand OpenAI and Anthropic near-total control of the market. American companies are turning more and more to Chinese open-weight models because they work and they’re cheap on the API side. These open-weight models can be run on private infrastructure, allowing businesses to change models and monitor private business data. US Security officials are concerned that foreign code, bad training decisions or covert behaviors could threaten users and vital systems. US Commerce had talked about putting Chinese AI labs on its Entity List, which would make it harder for Americans to get to them without a license. Officials also talked about rules on liability requirements and public pressure against US businesses using the system. But those plans were killed by officials who cared about innovation, because they believed that imposing limits on them would harm competition and slow AI development in the United States. Since then, many vocal critics of the release have left and the stronger Chinese releases have increased national security concerns.
And Dario Amodei always had such a hardline view that China shouldn’t have strong AI. "That's the national security interest of the US....The case is very clear, the counterarguments against it are just fishy." - From "Dwarkesh Patel" YT channel https://x.com/ns123abc/status/2022388884160811086/video/1
Jensen Huang explained how blocking China from Nvidia does not anymore means blocking China from AI. If you don’t give your competitor the best chips, they will lag behind. This is how export control stories go. China is not waiting at the door of American computer systems anymore. Huawei’s rise is an example of a ban becoming an economic boost. It creates a market and teaches domestic suppliers how to get stronger, grow and export. Now the real battle is over who controls the chips, the talent, the energy, the infrastructure, the models, the apps and the whole intelligence stack. Thinking of chip policy as a valve that can be opened and closed is wrong. Each barrier slows down one flow while speeding up another. In the long run, the threat may be to a world in which American technology is absent from the systems that the US wishes to change. --- From "Fox Business" YouTube channel, (full video link in comment)
And Dario Amodei always had such a hardline view that China shouldn’t have strong AI. "That's the national security interest of the US....The case is very clear, the counterarguments against it are just fishy." - From "Dwarkesh Patel" YT channel https://x.com/ns123abc/status/2022388884160811086/video/1 https://twitter.com/rohanpaul_ai/status/2079305677722513591
Aravind Srinivas on why China’s open-source AI may become more powerful than ever. And why Anthropic has lobbied very hard for export control. "the only reason why there is even a 12-month gap between open source and frontier models is export controls. But there is a chance that, because of that, they now get really good at the physical layer. One advantage they (China) have is that they can actually build data centers a lot faster. Power is not a problem. Permits are not a problem. People are not a problem. Labor is not a problem. Expertise is not a problem. And so, by forcing them to go out there and build all this, you are converting them into a far more potent competitor." --- From "20VC with Harry Stebbings" YouTube channel ( @HarryStebbings ), link in comment
Aravind Srinivas on why China’s open-source AI may become more powerful than ever. And why Anthropic has lobbied very hard for export control. "the only reason why there is even a 12-month gap between open source and frontier models is export controls. But there is a chance that, because of that, they now get really good at the physical layer. One advantage they (China) have is that they can actually build data centers a lot faster. Power is not a problem. Permits are not a problem. People are not a problem. Labor is not a problem. Expertise is not a problem. And so, by forcing them to go out there and build all this, you are converting them into a far more potent competitor." --- From "20VC with Harry Stebbings" YouTube channel ( @HarryStebbings ), link in comment
Jensen Huang explained how blocking China from Nvidia does not anymore means blocking China from AI. If you don’t give your competitor the best chips, they will lag behind. This is how export control stories go. China is not waiting at the door of American computer systems anymore. Huawei’s rise is an example of a ban becoming an economic boost. It creates a market and teaches domestic suppliers how to get stronger, grow and export. Now the real battle is over who controls the chips, the talent, the energy, the infrastructure, the models, the apps and the whole intelligence stack. Thinking of chip policy as a valve that can be opened and closed is wrong. Each barrier slows down one flow while speeding up another. In the long run, the threat may be to a world in which American technology is absent from the systems that the US wishes to change. --- From "Fox Business" YouTube channel, (full video link in comment)