Geopolitics of AI and Semiconductors | 26min snip from "The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis

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Is an AI Arms Race Inevitable? with Robert Wright of Nonzero Newsletter & Podcast

"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis

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Geopolitics of AI and Semiconductors

This chapter explores the geopolitical tensions involving Taiwan's semiconductor manufacturing and China's military ambitions related to technology control. It discusses the intricate relationship between AI development and international relations, particularly focusing on the U.S.-China dynamic and the implications of an AI arms race. The conversation raises concerns about trust, transparency, and the need for cooperative frameworks to address the risks associated with advancing AI technologies.

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In this episode of The Cognitive Revolution, Nathan explores the complex intersection of AI development and international relations with Robert Wright, publisher of the Nonzero Newsletter. They examine the growing militarization of AI, US-China relations, and the concerning trajectory of what Wright calls "the chip war." Drawing from Nathan's recent experience at The Curve conference and an AI wargame simulation, they discuss the risks of an AI arms race and search for alternative paths to avoid catastrophic conflict between global powers. Join us for this crucial conversation about the future of AI governance and international cooperation.

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CHAPTERS:

(00:00:00) Teaser

(00:00:59) Sponsors: Incogni

(00:02:20) About the Episode

(00:05:56) Introducing AI2

(00:09:56) Tulu: Deep Dive (Part 1)

(00:17:43) Sponsors: Notion | Shopify

(00:20:38) Open vs. Closed Recipes

(00:29:48) Compute & Value (Part 1)

(00:34:22) Sponsors: Oracle Cloud Infrastructure (OCI) | 80,000 Hours

(00:37:02) Compute & Value (Part 2)

(00:42:41) Model Weight Evolution