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Lennart Heim

👤 Person
531 total appearances

Appearances Over Time

Podcast Appearances

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

Which countries is it mostly concentrated?

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

Mostly in the US, bad news.

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

We just published a data set where we see like, I think it's like 60 to 70% of all supercomputers are in the US, right?

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

Like Europe, 10%, China's another 10%, something along these lines.

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

I think roughly this is also like what I expect all of AI computer results being there.

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

So that's the status quo.

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

So if people just say like, power to the people, they're worried about more concentration.

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

I was like, look, the status quo, it's already concentrated across all these companies.

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

And there's a good reason for investigation.

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

I think there's ongoing investigations into the cloud stack.

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

All of these cloud companies have just been getting bigger and bigger and bigger.

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

Again, I'm not an antitrust lawyer, but I think this is at least something one should look into what one could do about it.

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

So those are the computer resources being concentrated.

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

Argument against it is like, this doesn't mean who's using it.

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

We both right now use computing power by Substack.

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

Well, I don't think Substack has a cluster.

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

It's probably Amazon Web Services, right?

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

So it's something that I can just access it.

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

The world is just like, what if they cut us off, right?

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter

What in the future?