Jacob Helberg

speaker

283 appearances 1 recordings 1 series first heard Aug 2025 last heard Aug 2025

Jacob Helberg’s voice in public audio — every appearance, attributed to the second.

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No Priors: Artificial Intelligence | Technology | Startups · Reshaping America’s Economy for the Superintelligence Century with Jacob Helberg · 28 Aug 2025 podcast

So they're gonna, you know, obviously the rest of the world at one point or another will need to import intelligence.

Um, a lot of them will not need the super fancy black wall chips, they'll need the normal stuff.

But who sells them that, whether it'll be NVIDIA or Huawei, will really make a huge difference because um both uh companies and

The Chinese will definitely bundle the stack.

So they'll have AI out of the box with the Ascend platform and Deep Seek and all these Chinese tools.

And the Chinese are very good at c aggressively competing for market share.

So, um, so obviously having a strategy to compete uh in the global south and third markets will be important.

And the last is the one that we talked about earlier, which is the global rearmament across.

Well, I think we need to have a strategy to figure out how we promote American uh the American stack um overseas and whether that's through open source or um or through other models.

Um I mean the I would argue again, reasonable people have different takes on, you know, what happened with Deep Seek.

I think the basic building blocks of um the the main takeaways of of how Deep Seek

achieved the performance, uh its performance was um incremental efficiency gains.

Um they lied about their compute capacity because they have a billion dollar cluster and they distilled Chad GPT's model weights.

So while Deep Seek is open source, I would argue it's not really open source if they stole the model weights from a model that is um is closed source.

Um with that being said

It will definitely be an integral part of China's strategy to try to get

market share uh by by using the open source ecosystem.

And so in that sense, I think Meta's efforts are very important.

Um but um but I think having a holistic approach to make sure that we have the very best models and they're as widely used is super important.

Yeah, well, I think the Middle East is actually, you know, has the potential for being a completely new kind of partner for the US.

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