All-In PodcastI would say that the deeper in the stack that you go, the greater the American advantage. On models, most people would say our models are maybe six months ahead of Chinese models. You look at chips maybe two years ahead. You go to semiconductor manufacturing equipment, it could be like five years.
“So you've got the the the models, then you've got the chips, and, you know, then you've got the chip making equipment.”
Well, I I I think that in general, we're ahead, of China. There's different layers of the stack. So you've got the the the models, then you've got the chips, and, you know, then you've got the chip making equipment. You know, so you you go down the stack. I would say that the deeper in the in the stack that you go, the greater the American advantage. I think on models, most people would say that we're our models are maybe six months ahead or so, plus or minus the Chinese models. You look at chips maybe two years ahead. You go to the semiconductor manufacturing equipment, it could be, like, five years. So The US does have significant advantages. There's only maybe a couple areas where I think
Why this clip
Excellent framework with specific timeframes that's easy to visualize and remember. The 'deeper in the stack' concept is quotable and the progression (6 months → 2 years → 5 years) creates a compelling narrative about American technological dominance.
What they said next
Last year, President Trump gave a major AI policy speech and declared that The United States had to win the AI race. He had first declared that we were in one, and I think his speech was reminiscent of when President Kennedy declared that we were in a space race and had to win that race.
0:10 - 33s · Origin Story
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