China

“We actually have you know open source contributors, like a whole team of 10 people from China, for example, And, ah, you know, some people from the US government because, ah, you know, they're so interested in it.”

“Uber used to run this incentive program in China, and, ah, people are trying to game it, so they used to always have, like, similar trips simulated From their, ah, various different devices. So what we did was actually, like, try to find an algorithm where we …”

“And so we could see, it's very possible we could see more machine learning innovations, or at least in certain areas, Like maybe in healthcare, for instance. We might see more machine learning innovations that happen in China than happen in, in other places.”

“B to B software has not actually been very profitable a industry in China so far.”

“Where 70% of people in China and India are optimistic. Only 30% optimistic about these topics in the UK and the US. They actually explicitly want to have less AI.”

“China has been publishing much more open source AI lately. I would argue that they're probably the leader today of open source AI which is surprising to some, but for example, in, in video, they've been leading in, in open source AI.”

“China was kind of not in this fight, like, 12 months ago, and now is very much in it. Like, their models like Alibaba's Quen and then this spin out from a quantitative hedge fund DeepSeek, which publishes code models and others, and they've been actually a ver…”

“Whereas, oddly, the US companies that used to lead the way have all drawn up the drawbridges, and that's gonna cause China to keep moving faster, because when you're in that more, both collaborative and competitive environment, you just Go way ahead, as we've …”

“Mediumly large, like billion dollar plus valuation companies in China will just like pirate SaaS software.”

“Their lithography is like 10 years behind and I think it'll be five years behind in a couple of years, right?”

“But without AI, China definitely will rise to be the global hegemony. They're just gonna outrun America.”

“So in 2015, they made these five-year plans for two, 20 20 and 20 20 five, where they set the percentage of semiconductors they wanted domestically produced. And they've missed the goal both times.”

“Well, actually they were using shell companies to get chips from TSMC and using Different methods of like sneaking HBM, which is memory from, you know, Korea through Taiwan to China, right?”

“There are dramas where people fall in love in the fab or dramas where people fall in love and they're photovoltaic, like solar cell researchers and engineers.”

“China has the most vertical stack and semiconductors today.”

“I think it's absolutely false to say that you know the achievements of some other country are all being created by sort of, you know, copycat mentality. It's just not true.”

“I think there's a chance for the rest of the world to catch up to China in the sense that you know, we can understand the benefits of working together as a community to build technologies for AI in a way that I think China has frankly been leading.”

“They are behind in chips. But their approach was at the next level is open source models where they're producing some extraordinary models. Not as good as GPT or Anthropic or Google's Gemini, but very good.”

“Plan B is the branch where we try to, where the U.S. Tries to slow down China. Where the most obvious mechanisms would be things like export controls, but potentially they could get more escalatory than that. Meaning sabotage. Yeah, sabotage like, yeah, like c…”

“And then I think another aspect of this is specifically doing this in a way where part of the story is either slowing down China or cutting a deal with China such that China doesn't overtake and, you know, break this whole proposal.”

“My hunch is like Singapore or China will probably be more likely to try to use those ideas. Say, hey, we all agree, or we at least make it very clear that this is our objective function. And then, you know, we're going to really try our best to set the various…”