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 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.
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.
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TIMESTAMPS
0:00 Intro
1:05 AI race: who's ahead?
4:41 Framing AI as an arms race
12:58 Gov't awareness of AI conflict
20:38 AI reports feel like sci-fi
24:44 China vs US: model race
29:11 Shift to inference-time compute
31:19 China’s software vs US hardware
34:28 Open vs closed source politics
38:56 China’s energy dominance
43:32 America’s electric grid lag
47:55 Supply chain vulnerabilities
56:30 US chipmaking onshoring
1:01:08 U.S. lead in chips
1:04:00 DUV vs EUV bottlenecks
1:08:26 Manufacturing gap in robotics
1:11:53 Fear vs optimism in culture
1:17:26 Coordination vs dynamism
1:22:10 Bot-driven opinion warfare
1:25:58 China pushing degrowth narratives?
1:29:05 National security recommendations
1:33:36 Co-op or conflict endgame?
1:37:27 Closing
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RESOURCES
Jeremie Harris
https://x.com/jeremiecharris
Edouard Harris
https://x.com/harris_edouard
America’s Superintelligence Project
https://superintelligence.gladstone.ai/
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