Monetary Matters with Jack Farley How China Could Dominate U.S. AI | Dr. Michael Power on Open Source and "The Three Assassins" of Moore's Law
87 snips
Jan 12, 2026 
Dr. Michael Power, a macro strategist and consultant, explores how China's open-source AI strategy may outpace the U.S. He highlights the fundamental differences in approaches: China's utility-based model versus the U.S.’s monetized systems. Power discusses the implications for global AI adoption, the evolving landscape of chip suppliers, and the potential fading of NVIDIA’s dominance. He emphasizes the advantages of Chinese architectures, economic risks in U.S. tech investments, and identifies key players like Alibaba and Tencent as future winners.
AI Snips
Chapters
Books
Transcript
Episode notes
China Treats AI As A Utility
- China treats foundational AI as a utility, not a monetized service, privileging wide open use over direct revenue.
- That open-weight, Android/Linux-like approach gives China longer, cheaper runway to scale globally.
Embedded Models Fund The Platform
- Chinese firms embed central models (e.g., Alibaba's Quen/Tongyi) across their product stack and fund them internally.
- That internal cross-subsidy removes the need for user fees and supports rapid adoption inside ecosystems.
Study Chinese Tech Sources
- Read broader sources (including South China Morning Post) to understand Chinese tech developments that Western analysts miss.
- Actively study China's open-source and edge strategies before forming investment views.
