1. AI bros like Altman, Bezos, Dario, Elon have an incentive to convince the government to ban all Nvidia exports. It slows down China's progress and it gives the AI bros more GPU supply at a lower price due to less competition.
2. China is doing what OpenAI promised to do: opening AI access for all.
3. China has the will, power generation, and the talent to succeed in AI but they're bottlenecked by the most advanced AI chips.
4. Stopping AI chip exports to China is a win for US AI labs as a whole in the short term but could build a stronger China in the long-run as money will flow to local companies. So I'm guessing great for US AI labs in the next 5 years but a more imposing challenger in 2030.
5. I very much dislike the "good" vs "bad", "free" vs "oppressed" talk when it comes to why US should contain China's AI ambitions. Just call it what it is. It's competition that the US wants to find ways to gain an advantage. Stop using some sort of higher moral reason. It's just competition.
joules77•5mo ago
Thoughts of Xi, page 13 para 44, line 3 - "He who controls the soy sauce, controls the narrative."
msuniverse2026•5mo ago
This reminds me of how the US military and defense contractors always play up the capabilities of other countries in order to get higher budgets. Except in the AI case it is to maintain a super low level of regulation.
aurareturn•5mo ago
1. AI bros like Altman, Bezos, Dario, Elon have an incentive to convince the government to ban all Nvidia exports. It slows down China's progress and it gives the AI bros more GPU supply at a lower price due to less competition.
2. China is doing what OpenAI promised to do: opening AI access for all.
3. China has the will, power generation, and the talent to succeed in AI but they're bottlenecked by the most advanced AI chips.
4. Stopping AI chip exports to China is a win for US AI labs as a whole in the short term but could build a stronger China in the long-run as money will flow to local companies. So I'm guessing great for US AI labs in the next 5 years but a more imposing challenger in 2030.
5. I very much dislike the "good" vs "bad", "free" vs "oppressed" talk when it comes to why US should contain China's AI ambitions. Just call it what it is. It's competition that the US wants to find ways to gain an advantage. Stop using some sort of higher moral reason. It's just competition.
joules77•5mo ago