Center for Technology and Statecraft (CTS) co-founder Konstantin Pilz breaks down why China's top AI labs operate on 20x less compute than US leaders, how distillation drives their progress, and why restricting DUV lithography exports is the US's strongest lever to slow Chinese AI hardware advancement.
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Timestamps:

(00:00) Introduction

(01:48) Measuring Pace and China Compute

(06:58) Pacing Frontiers and Compute Overhang

(11:56) Scaling Laws and Compute Growth

(15:04) China Retaliation and Supply Chain

(17:47) Cold War Nuclear Diplomacy Lessons

(21:23) Human Role in Automated Econom

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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

China Trains Top AI Models With 20x Less Compute | Konstantin Pilz

MTS

China Trains Top AI Models With 20x Less Compute | Konstantin Pilz