Dan Wang

So if we have much broader AI in our lives, we're going to be using AI for all of our queries.

We're going to also demand much more power than we currently have.

And the US has not been doing very well on adding new power to the grid.

As I said, it is only going to be adding something like 50 gigawatts of solar this year, relative to 500 in China.

No new nuclear plants under construction.

Maybe that will change because the Trump administration is more friendly towards nuclear.

But the U.S.

has simply not added much by way of power.

And China, I think, as a civilization, as the engineering state civilization, is just very interested in making sure that no heavy industry ever goes hungry for power.

And so just the scale of the electrical production in China is just vastly outpacing the U.S.

The question of talent is always very fluid.

Right now, how many researchers really matter for artificial intelligence?

I don't know if the figure is more like 10,000 or more like 1,000.

And within the 1,000, it seems like China has a lot of really good talent, which is represented by DeepSeek earlier this year.

which showed that it's not only Silicon Valley that can produce really good reasoning models.

And at least from what we can tell in some of the publicly listed hires for Meta's superintelligence lab, a substantial number of these really elite, I think there are 11 engineers who are publicly disclosed, something like seven of them had gone to Chinese universities.

And I believe they're all Chinese nationals.

And I think there's some sense of nervousness among some folks in Silicon Valley that some of these really elite engineers might pack up their bags and decide to repatriate back to China for a variety of reasons.

Either because ByteDance is offering a much better, a comparable pay package to them, and they can live a much more comfortable life in Beijing or Shanghai.

Maybe they just want the better noodles, which California doesn't really have.