Josh Chin

China's AI strategy, as opposed to the US AI strategy, China's is much more state-driven.

Things really picked up in early 2005.

People remember the unveiling of DeepSeek's big frontier model called R1, which was basically nearly as powerful as the top models from Google, OpenAI, Anthropic.

had to produce much more cheaply.

And this was such a surprise to some people in the US and really started to wake people up to the potential of Chinese AI, but also to leaders in Beijing.

And it was at that moment that the Chinese Communist Party really started to feel some hope and some confidence that they could compete.

And that unleashed a whole geyser of government support.

Yeah, that's definitely a comparison people have made.

When 5G was being developed, the U.S.

actually really fought hard to keep Huawei, which is China's big telecom equipment manufacturer, from installing 5G equipment in the developed world.

But that didn't actually keep Huawei from dominating globally.

And actually, we're now at a point where Huawei owns many of the essential patents for 5G and has built out networks throughout the developing world.

That is a success story that Beijing is constantly looking to replicate.

And you are certainly starting to see Chinese AI models being adopted around the world because they're so cheap.

This really is a big divergence you're seeing in the world of AI right now.

The default view in Silicon Valley is that large language models are the path to superintelligence.

That's what Meta is pursuing.

It's what Anthropic has been pursuing, Google.

But there are a bunch of skeptics, LLM skeptics, who think that you need to actually expand beyond

large language models, if you really want to achieve superintelligence, something like human intelligence, but more, right?