Dylan Patel
👤 SpeakerAppearances Over Time
Podcast Appearances
The US really, really needs AI.
China's view is like, I think it's like a little bit different, right?
They don't necessarily need AI to win if AI doesn't take off like a rocket, right?
Whatever that is, even if it's not AGI, it's like you can do the software, $2 trillion in value of software helpers, right?
Whatever it is.
China always played the long game.
They always like, yeah, we're going to really screw over our consumers by taking all this wealth and dumping it into EVs and losing money on gaining market share.
And the EV industry has still not created positive market value for the Chinese economy yet.
Absolutely will at some point.
I think it hasn't created it yet.
Maybe it started to, but rather we want to kick all of the European and American and Japanese and Korean car companies out of the global automobile market.
And they're doing that.
They've always played this long game.
They did it with steel.
They've done it with rare earth minerals.
They've done it with solar panels.
They've done it for producing phones.
They've done it for PCBs.
They've done it for so many freaking industries.
Incrementally, they're just going to continue to do that and then they're going to win because they work harder and they're on average smarter, right?