Dylan Patel

I would say on average in the sense of their government is more intelligent in the way they allocate capital and the way they think about things.

We're smarter in the sense that we get to brain drain the rest of the world and we get to maybe allocate capital more efficiently because we're more free market capitalism in some ways, maybe.

The whole point here is that I don't think most people have as pessimistic of a view as this as I do.

I also view like if we don't have super powerful AI systems,

We'll run out of easily accessible nickel and cobalt and oil and natural gas, and we won't be able to make solar panels efficient and fast enough, and everything will just start to get more expensive, and the pies will reduce, and we'll also tear each other apart in that way.

So I have a very pessimistic view that if we don't accelerate, we die.

If that's your worldview, then we really need to win AI.

And China's worldview is sort of like, they want to be the world hegemon.

Who doesn't want to be the world hegemon?

But there's only two countries in the world that can legitimately do it, and legitimately are trying, the US and China.

The way like the Chinese AI ecosystem thinks about this is we don't necessarily need to have the biggest compute cluster.

They're still not pilled enough on that.

When OpenAI is trying to make a two gigawatt data center full of GB200s and GB300s, and they'll have another five gigawatts of Vera Rubin or whatever, right?

Like all these different chips.

And those chips are way faster than the chips that will sell China, slash the chips China can make themselves.

And China's deploying less of them.

The dearth of compute is huge.

We're kind of doing what China's done historically, just dumping tons of capital into something and the market becomes.

Interesting.

And the beneficiary is like, oh, if OpenAI, you know, they have 800 million users today, when they have three, four, five billion users across the world, which is possible of ChatGPT and whatever applications they come up with, then they can start to make money, right?