
The podcast discusses the emerging AI Cold War between the U.S. and China, drawing parallels to the U.S.-Soviet tech race during the Cold War. It highlights China's initial focus on computer vision and the U.S.'s leap ahead with ChatGPT, which spurred China to ramp up its AI efforts. The conversation covers China's strategy of state support and subsidies to boost AI development, including the emergence of companies like DeepSeek. The discussion then shifts to the U.S. chip export restrictions and China's attempts to overcome them, as well as the relaxation of AI safety regulations in both countries. The podcast concludes by weighing the potential benefits and risks of this AI race, and considers which country is more likely to take the lead.
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