The Lawfare Podcast Lawfare Daily: Kevin Xu on the State of the AI Arms Race Between the U.S. and China
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Dec 9, 2024 
Kevin Xu, founder of Interconnected Capital and author of the Interconnected newsletter, dissects the intense AI arms race between the U.S. and China. He explains China's ambitious AI strategies and how recent export controls could reshape its technological landscape. The conversation delves into misconceptions about China's capabilities and contrasts the two nations' approaches to AI development. Xu emphasizes the urgent need for human oversight in military AI strategies, highlighting the broader implications for national security and global tensions.
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China's AI Capacity
- China's AI strength lies in traditional AI applications like fintech and e-commerce, driven by vast data.
- Generative AI like ChatGPT caught China off guard, leading to a surge in model development, but they lag behind the U.S.
China's AI Development Approach
- While some Chinese companies utilize Meta's open-source LLaMA model, they are also developing their own.
- Two Chinese companies have created models rivaling OpenAI's GPT-3 and plan to open-source them.
Open Source vs. Closed AI Development
- China embraces open-source AI development, aiming to become a global leader and potentially exert soft power.
- This contrasts with the U.S.'s closed approach, prioritizing national security and restricting access to advanced technology.