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21 results for “china ai”
Concept98 mentions across episodes
China
Topic5 mentions across episodes
China
Company2 mentions across episodes
China
“We need to pave Nevada with data centers to beat China in AI”
...beats China is something that is imperative to the future of safety of The United States. To get there, we need to build data centers the size of Manhattan, maybe the size of Rhode Island. Maybe we ne
10:06 / 10:29
prediction10:06 – 10:29
...is off the charts. You know, we we've talked a lot over the last few weeks about deep sea clearly coming out of left left field, very efficiently building a frontier quality open source model. But most people have kinda quietly ignored probably the t
33:40 / 34:59
from transcript33:40 – 34:59
...in China, the country and the party's orientation towards it, the state of the technology relative to the leading US, you know, research labs, etcetera. What does AI in China feel like to you today? Yeah. I think AI, for me, what is most important is
1:07:28 / 1:08:40
from transcript1:07:28 – 1:08:40
“China copies American AI breakthroughs but can't make them 10x better”
...sure China is is doing some of that, and there there's a there's a lens on that that says of course that's unfair because you're basically piggybacking on top of work other people have done. You know,
14:57 / 15:44
market insight14:57 – 15:44
...So to basically use AI as a technology and tool for a level of Orwellian authoritarian, right, citizen surveillance and control within China, you know, to a degree that I would like to believe we would never tolerate, you know, here. And then stage t
43:48 / 47:51
from transcript43:48 – 47:51
...China technologically is winning in the model war, but in terms of the actual application and also people benefiting from AI, it is, is made a lot of, development. I I've seen a survey, of Chinese firms last year, only 8% have are using AI, were usin
18:46 / 19:47
from transcript18:46 – 19:47
...a couple things are going on. Number one, China has espoused open source. And and second, a lot of the companies, including ourselves, have launched models that are smaller, you know, not the trillion parameter models but, you know, we have a model t
17:56 / 19:01
from transcript17:56 – 19:01
...that China has a lot of electrical power. So The US may have all of the computing because it has all of the advanced chips from NVIDIA.
36:44 / 37:49
from transcript36:44 – 37:49
...China have a chance at outrunning US in the AI race. DeepSeek was a surprise to the world, but I don't think it was that much of a surprise to the same degree
1:10:26 / 1:11:36
from transcript1:10:26 – 1:11:36
...try to make China, poorer or less flourishing, in general. I think the question is just who's gonna lead in in AI. The trend over the last five years and really the last fifty years has been that if you want advanced AI, you need lots of advanced com
7:30 / 8:37
from transcript7:30 – 8:37
China's I think it's pretty comfortable now. I mean, that's why China is more confident. For example, 2019 when before COVID, US is largest trading partner of China. And now US fall into the third place or even fourth place now because ASEAN become t
47:13 / 48:15
from transcript47:13 – 48:15
China doesn't mind. There's a low maybe a little bit labor intensive because the labor average labor workforce, migrant workers age is 43 old. It's getting old, China. So there's a lot of, shoemaking or, you know, low low income labor cost jobs. Went
48:00 / 49:00
from transcript48:00 – 49:00
...in the lab, China were nowhere near that. But just even the past few months, there's a Chinese company zero one zero one dot a I that produced a model yi large, y I dash large, that is one of the best models in the world. I think it's just behind so
34:16 / 35:30
from transcript34:16 – 35:30
...in China, it's already an app from ByteDance, that's out there. Peep on the watch list, people are very curious if Tencent's gonna do something. You know, obviously, they WeChat's still extremely, important in China, and so that's a a great asset if
49:29 / 50:39
from transcript49:29 – 50:39
This was this was a huge deal. The Trump admin, of course, banned, it was 2019. Right? Banned the Huawei from getting seven nanometer chips from TSMC. And so then they had to switch to move using internal domestically produced chips, which was a mult
1:36:00 / 1:37:04
from transcript1:36:00 – 1:37:04
...China right now has really good talent, really good reasoning model. It is now chips compute constrained, but seems like Donald Trump wants to make a deal and impose an export tax of 15% on NVIDIA, but then give a lot more compute to China. And I thi
1:11:54 / 1:13:01
from transcript1:11:54 – 1:13:01
they literally talked about open source. And so, you know, I I'll put a link in I found a document that covers all the history of Chinese open source, but it goes back twenty years. This isn't an overnight thing. And our government recently said they
48:44 / 49:47
from transcript48:44 – 49:47
...China is going to be leading on AI based on a few factors. First and most important, as you point out, Tracy, that China has a lot of electrical power. So The US may have all of the computing because it has all of the advanced chips from NVIDIA. As H
37:25 / 38:30
from transcript37:25 – 38:30
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