Michael Power

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.