AI Landscape and Competitive Dynamics

On this episode of Unsupervised Learning Razib talks to Brian Chau, who writes at the From the New World Substack. A graduate of the University of Waterloo and former software engineer with a background in pure mathematics, today Chau is executive director of the Alliance for the Future, a think tank that believes artificial intelligence will transform our world for the better.

Chau addresses the great “doomer vs. anti-doomer” debate, and argues for an anti-catastrosophist position. He also makes the case that increasing scaling has started to hit diminishing returns, and the expectation that artificial intelligence will continue to gain power purely through throwing more resources at the same problems. Then, they discuss the revolutionary impact of the recent advances DeepSeek has made in China (an issue he addresses on his Substack). Chau breaks down the technological nuts and bolts, as well as geopolitical and economic consequences.