Odd Lots The US and China Are in an All Out Race For AI Domination
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Jul 22, 2024 
Jordan Schneider, founder of the ChinaTalk newsletter, and Kevin Xu, hedge fund manager and tech finance expert, dive into the intense AI rivalry between the U.S. and China. They discuss the strategic importance of AI for national security and economic dominance. The duo examines how Chinese tech is navigating regulatory challenges and how U.S. export controls are shaping the landscape. They also explore emerging AI startups fueling China's innovation and the cultural narratives that influence this competition, all while considering the geopolitical implications of their advancements.
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AI and Cultural Codification
- AI models, especially large language models, codify cultural knowledge and public discourse.
- Countries value homegrown AI to control this codification and protect their cultural identity.
AI as a Strategic Asset
- AI is crucial for national power due to its potential impact on military and economic trajectories.
- The US-China strategic competition drives both nations to maximize their AI capabilities.
Chinese AI Development
- Chinese government-backed AI projects lack substance compared to privately-backed ones.
- Private Chinese AI companies, like Baidu and others, are actively developing models.