This week on Unsupervised Learning, Jacob Effron is joined by Jordan Schneider, host of China Talk, who challenges widespread assumptions about US-China AI competition. China's AI development is driven by private capital and market competition—not central government planning—with companies like DeepSeek, Alibaba, and ByteDance operating more like Silicon Valley startups than state projects. The critical bottleneck is compute: the West maintains a 10-15x advantage in advanced chips, and US export controls implemented one month before ChatGPT created a structural edge favoring America for years. Chinese companies aggressively open-source models from strategic necessity—they couldn't establish a quality gap justifying paid access like OpenAI. Jordan explains why the "Goldilocks strategy" of controlled chip dependency fails, why expert consensus opposes selling advanced semiconductors to China despite Nvidia's lobbying, and how Taiwan's invasion risk is driven more by domestic politics than AGI scenarios. China's real advantage may emerge in robotics manufacturing at scale, where they're already deploying while the US debates strategy.

Inside the Politburo's AI Study Session: https://www.chinatalk.media/p/xi-takes-an-ai-masterclass

Question Form: https://docs.google.com/forms/d/1vHBYv0bTT_EgFWTjbKnLr_sn3pZnFmcFGWYVTltKEco/edit

(0:00) Intro

(1:45) The Chinese AI Ecosystem: Pre and Post ChatGPT

(3:49) Government Influence and Private Sector Dynamics

(6:39) Venture Funding and Major Players

(8:40) Talent and International Collaboration

(11:25) Open Source Models and Market Dynamics

(31:17) US-China AI Policy and Strategic Competition

(36:18) The Argument for Selling AI Accelerators

(37:02) Risks of Not Selling to China

(39:22) The Complexity of Export Controls

(40:40) The Status Quo of the Chip Ban

(43:34) Technological Constraints and Huawei's Challenges

(51:18) US-China Relations and Taiwan

(1:02:46) Quickfire

With your co-hosts:

@jacobeffron

- Partner at Redpoint, Former PM Flatiron Health

@patrickachase

- Partner at Redpoint, Former ML Engineer LinkedIn

@ericabrescia

- Former COO Github, Founder Bitnami (acq’d by VMWare)

@jordan_segall

- Partner at Redpoint

Ep 78: Jordan Schneider, Host of China Talk, on AI Race, Key Policy Decisions & Unpacking Geopolitical Chip Tension

Unsupervised Learning with Jacob Effron