Raoul Pal explains why the AI race between China and the U.S. won’t slow down. “AI is the most powerful technology we’ve ever discovered. We’ve just created intelligence.” “All the intelligence we’ve ever understood was generated on a carbon substrate. Now we’ve jumped from carbon to silicon, and it’s a million times faster.” “This race is so big that nobody can afford to lose. I’m talking about the race between China and the U.S.” “Imagine China wins because the U.S. gets slowed down by regulation. The rate of intelligence per joule of energy is doubling every 4.2 months, If you’re out of the game for three years while China keeps accelerating, you may never catch up.” “You end up with one nation-state controlling the most powerful technology the world has ever seen, Both sides have to accelerate. They can’t stop because the game is simply too big to lose” “Every country, every lab, everybody has to spend everything on this. It’s the biggest race of all time.” Full episode 👇