Scott Singer
speaker
86 appearances
1 recordings
1 series
first heard Jul 2026
last heard 28 Jul
Scott Singer’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
I think that there's maybe two things to point out.
The first is that the American tech companies are not a monolith.
And NVIDIA itself benefits tremendously from exporting many chips to China.
It can power Chinese AI development.
And much of the American tech stack remains, even in the era of sort of great firewall tech decoupling.
So much of U.S.
tech is still integrated deeply with Chinese tech.
And so I think in that sense, yes.
It is beneficial to companies like Nvidia to make sure that open way to access remains open.
Startups in Silicon Valley, the A16Zs of the world, are running on a combination of American and Chinese models.
And so American startups actually want to use a lot of these Chinese models because they're so malleable and adjustable.
And so I would say those are sort of the main factors that are really driving this sort of bifurcation between, on the one hand, you want, you know, the anthropics of the world that really have not much to gain and are getting their profits trimmed off by the fact they have to face competition from the smaller Chinese companies.
But then you have so much of the U.S.
that still benefits.
I think it's undoubtedly the case that for a company like Anthropic, which is exclusively building these proprietary closed-source models, that having really strong competitive open-source models is not really...
where you want to be in terms of, you already have razor thin expectations in terms of the data center build out, you're investing a ton in compute, and if you have your profit potentially undercut, you definitely don't want that.
I think that there is just sort of a question for the entire ecosystem of how far is too far when it comes to restrictions.
And I think that in general, there's going to need to be a complementary approach that includes a combination of closed and open models.
We see from, you know, instances like the OpenAI Hugging Face incident last week that there are going to be some serious risks, including the possibility that, you know,
There are serious cyber incidents that lead to loss of developer control of varying degrees.
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