ChinaTalk AI Geopolitics in o3's Age with Chris Miller + Lennart Heim
29 snips
Dec 23, 2024 
Chris Miller, author of "Chip War" and a technology geopolitics expert, joins Lennart Heim, an information scientist at RAND, to dissect AI's geopolitical landscape. They delve into China's surprising algorithmic advancements and the shifting focus of U.S. export controls. The duo highlights the complex dynamics of AI chip production and the challenges posed by national security concerns. They also explore the evolving AI business models and the need for collaboration amid fierce US-China competition.
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Export Controls Still Matter
- DeepSeq's closing algorithmic gap with US models doesn't invalidate export controls.
- Controls limit China's future competitiveness by restricting access to high-end chips needed for scaling.
Inference Scaling and Compute
- Inference scaling, where models "think" longer for better answers, increases compute demand.
- This reinforces the importance of export controls and compute prowess for national AI leadership.
China's AI Investment Lag
- Chinese tech firms, unlike their US counterparts, haven't heavily invested in AI infrastructure.
- This stems from factors like political crackdowns and a less developed VC ecosystem.
