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Azeem Azhar

đŸ‘€ Speaker
6838 total appearances

Appearances Over Time

Podcast Appearances

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

It was going to be about the Arab Spring and people speaking with one voice and it ended up being anything but that.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

So...

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

One of the things that I've got some experience and some scar tissue from is trying to understand exactly the path that a technology takes from here to there.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

And as I said, China seems to have a different approach to AI, which seems to focus on deployment rather than really, really breaking the frontier.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

I mean, is that a fair way of characterizing it?

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

I'm not sure.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

Well, I mean, there is that necessity because ultimately they don't have the chips and Huawei is starting to produce chips that can be suitable for training high-end LLMs, but they are way, way behind where NVIDIA sits right now.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

But there is also this question about what actually drives

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

the economic success of a technology like this.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

So I'm sure you know Jeff Ding well.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

Jeff had his book recently and he made the case that it's less about breakthrough innovation and more about broad diffusion and deployment.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

One of the things that we see are

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

state pronouncements, you know, the state council in China saying we want 70% deployment for everything from industrial applications to philosophy by 2027, and that to be 90% by 2030.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

So a focus on deployment.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

How do you, how do you interpret that melange of messages?

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

That's really important because it feels to me that there are different versions of techno-accelerationism.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

There is a techno-accelerationism that comes out of Silicon Valley, which is really about building AGI, then ASI, then ASI that builds itself.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

But there's also policy accelerationism.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

And as a slightly distant observer of China,

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

What I see is a type of techno-acceleration on the deployment side.