China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
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The Rising Tide of Open-Source AI in China
This chapter analyzes the competitive landscape of AI development, emphasizing China's rapid advancements in open-source models and the challenges faced by the US. It discusses the implications of collaborative innovation in China, contrasting it with the regulatory hurdles in the US that could stifle progress. The urgency for American companies to adapt their strategies in light of China's success and the evolving nature of AI functionality is underscored throughout the discussion.
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