Paul Triolo
@pstAsiatech
Unflinching look @ nexus: tech/geopolitics. Digital Econ, Semis, AI, Greentech, Partner, China/Tech Policy Lead DGA ASG, ASPI CCA. Substack: AI Decrypted
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America is still beating China in the AI race, by @Noahpinion
The worst possible combination, a trifecta misunderstanding of China, China AI, and US China AI.....
US urged to consider military strikes to stop China achieving AGI first
OK, someone has to say it, this is beyond insane, not to mention ill-informed and irresponsible...
The China Shock 2.0
Setser: "I think that was the right decision [semiconductor controls], but it unambiguously was viewed by China as a directly hostile act. And I think if someone had done that to us, we would have viewed it as a directly hostile act."
Well, yeah....
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Really great episode guys. But please/please, have someone on who knows China, AI, and China + semis/AI. Some good sensible ideas from @Benioff and @chamath and @friedberg on China, Taiwan, and advanced semiconductors! unencumbered by DC group think. But some of the China stuff from @Jason is like 30 years out of date. Happy to come on to talk these issues, some real China talk...
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(23) How Silicon Valley sold Washington an AI race
Have been saying this for some time...great piece
No doubt some advocates of this story are true believers with legitimate concerns. There are also others chasing government contracts, looser regulation and investment returns. But whatever the motivations, there is evidence that the China AI race narrative may be based on fundamental misconceptions and misrepresentations of China’s actual AI priorities and actions.
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