Jeremie and Edouard Harris, co-founders of Gladstone AI and national security advisors, dive into the high-stakes AI competition between the U.S. and China. They explore what it truly means to 'win' the AI race, revealing insights on state-sponsored espionage and the crucial role of energy resources. The brothers highlight supply chain vulnerabilities as strategic liabilities and discuss the contrasting approaches of each nation, emphasizing the urgency to strengthen U.S. manufacturing to maintain leadership. This race isn't just technological; it's about global power dynamics.
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insights INSIGHT
US Lead vs China's Power Edge
China's AI race advantage lies in abundant power, despite lacking cutting-edge chips.
US likely ahead in developing AGI, but China could rapidly steal breakthroughs.
insights INSIGHT
AI as a New Weapon Domain
AI weaponization risks include designing bioweapons and cyberweapons at superhuman speed.
AI can create catastrophic scenarios beyond traditional arms, making the race highly dangerous.
insights INSIGHT
Government's Quiet AI Arms Race
Governments tacitly acknowledge AI as an arms race through actions like export controls.
Both US and China heavily invest, indicating race momentum without explicit public admission.
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In this influential business book, Clayton Christensen shows how even the most outstanding companies can lose market leadership when they fail to adapt to disruptive innovations. Christensen explains why companies often miss new waves of innovation and provides a set of rules for capitalizing on disruptive technologies. The book uses examples from various industries, including the disk drive, mechanical excavator, steel, and computer industries, to illustrate trends that lead to success or failure in the face of disruptive technologies.
The Three-Body Problem
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Cixin Liu
Cixin Liu's 'The Three-Body Problem' is a critically acclaimed science fiction novel that blends hard science with compelling storytelling. The story follows a group of scientists who make contact with an alien civilization, leading to unforeseen consequences for humanity. Liu's intricate world-building and exploration of complex scientific and philosophical themes have earned him widespread recognition. The novel is known for its ambitious scope and its exploration of the potential challenges and dangers of encountering extraterrestrial life. It's a thought-provoking work that has captivated readers worldwide.
In this episode, Jeremie and Edouard Harris, co-founders of Gladstone AI and national security advisors, join us to break down the real score in the U.S.–China AI race. We unpack what it actually means to “win” in AI: from cutting-edge model development and compute infrastructure to data center vulnerabilities, state-sponsored espionage, and the rise of robotic warfare. The Harris brothers explain why energy is the hidden battleground, how supply chains have become strategic liabilities, and why export controls alone won’t save us. This is not just a geopolitical showdown - it’s a race for superintelligence, and the clock is ticking.
0:00 AI race: who's ahead? 3:36 Framing AI as an arms race 9:06 Gov't awareness of AI conflict 16:46 AI reports feel like sci-fi 20:52 China vs US: model race 25:19 Shift to inference-time compute 27:27 China’s software vs US hardware 30:36 Open vs closed source politics 35:04 China’s energy dominance 39:40 America’s electric grid lag 44:03 Supply chain vulnerabilities 52:38 US chipmaking onshoring 55:35 U.S. lead in chips 58:27 DUV vs EUV bottlenecks 1:02:53 Manufacturing gap in robotics 1:06:20 Fear vs optimism in culture 1:10:53 Coordination vs dynamism 1:15:37 Bot-driven opinion warfare 1:19:25 China pushing degrowth narratives? 1:22:32 National security recommendations 1:27:03 Co-op or conflict endgame? 1:30:54 Closing
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