China’s catching up to US AI… Here’s why it won’t matter

Azeem Azhar interviews Lennart Heim about AI compute, focusing on the US and China's capabilities. They discuss the importance of compute as the currency of AI, the concentration of compute resources, and the exponential growth in compute usage for AI models. They delve into the differences between training and inference compute, algorithmic efficiency, and the impact of export controls on AI development. The conversation also covers the geopolitics of compute, the balance between national security and economic diffusion, and the potential for future AI development on devices. Finally, they touch on the concentration of compute resources and the need for international cooperation in AI governance.