politics

Having finally visited China, having read and listened to Chinese techies, and having observed their actual systems this past year; I'm completely convinced that there's no stopping China in tech. They'll win at every single vertical, even at superconductors and English LLMs.

You don't understand - they are efficiently integrated at every level, software, hardware, logistics, sales - EVERYTHING. If the world decides that robots that can feed your hamster are super important, China can ship a million robots that does this task the best in 2-3 months. It's insane how easily they can adapt thanks to the integrations.

I say this as a tech worker in the West: The only tool left in West's toolbox is protectionism and war. Or we need to overhaul our systems to stop corporate & financial greed and refocus on value production. Invisible hand can't compete with intelligent planning.

My cast below was before R1.

It took Chinese only 20 days after I predicted that they'd surpass the West even in English LLMs. They'll win in chips too. If not this year, then the next.

As @catabolismo's thread from yesterday says: Capitalism is not good at allocating resources.

Just like US pivoted to a gov't planned Apollo Program after Sputnik, US will pivot to a planned approach for AI too. Invisible hand cannot compete with intelligent planning.

https://chainleft.art

Dad, data scientist, blockchain native artist.

Power consolidation=evil.

Having five different orgs throwing compute power at the same problem to see who finds an edge is only efficient to the shareholders of those orgs.