Ege Erdil

The U.S.

trades with China quite a lot, actually, and there's a bunch of disagreements.

But if the U.S.

I mean, like, I think that would be plausible at the point at which it's revealing a lot about the capabilities and the power of AI.

And you should also think that that creates both an incentive to embargo but also an incentive to adopt the very similar –

styles of governing that enable AI to be able to produce a lot of value?

What do you make of this?

I don't think people are necessarily underestimating China.

I mean, it depends on who you're looking at.

But it seems like the discussion of China is just this very big discussion in these AI circles, right?

And so people are very much appreciating the power and the potential threat that China poses.

But I think the key thing is not just the scale in terms of pure number of people or number of firms or something.

But the scale of the overall economy, which is just measured in how much is being produced in terms of dollars, in there, the US is ahead.

But doesn't the...

Financial services are very important for, like, raising funding and getting investments in data centers.

Relative to what starting point?

I think people already appreciate that China is very important.

And then I agree that there are some domains where China is leading, but then there are very many domains in which the U.S.

is leading or the U.S.

and its allies where, you know, countries that are producing relevant inputs for AI that the U.S.