China’s catching up to US AI… Here’s why it won’t matter

Azeem Azhar's Exponential View

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5M ago 49:17

MP3•Epizód kép

Lennart Heim, a researcher and information scientist at RAND Corporation, joins Azeem Azhar to unpack a provocative claim: China is catching up with US AI capabilities, but it doesn't matter.

Timestamps:

(00:00) Episode trailer

(01:19) Lennart’s core thesis

(03:26) Why compute matters so much

(07:31) The investment split between model R&D and model execution

(11:18) How test-time compute impacts costs

(16:14) The geopolitics of compute

(21:32) Why does the U.S have more compute capacity than China?

(25:01) The trade-off between economic needs and national-security needs

(31:54) How technology change might shift the battlegrounds

(35:33) Dealing with compute and power concentration

(48:19) Concluding quick-fire question

Lennart's links:

Twitter/X: https://twitter.com/ohlennart
Personal blog: https://heim.xyz/

Azeem's links:

Substack: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azhar
Twitter/X: https://x.com/azeem

This was originally recorded for "Friday with Azeem Azhar", a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through Exponential View on Substack.

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