Scott Singer

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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 over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Prof G Markets · China Is Undercutting America’s AI Giants · 28 Jul 2026 podcast

You see absent on this list, you know, really none of the countries in the Middle East that have been pretty excited about Chinese investment.

And so it is to say that amidst this moment where Kimmy K3 and Moonshot are getting deserved attention for the legitimate investment,

really strong capabilities that their models have, there is just like an overarching gap between how strong the US is, I would argue, and how strong the Chinese ecosystem is.

I think it depends on what exactly you're concerned about.

I think if you're concerned about potential losing profits because open source is a few months behind,

I think that that's a legitimate concern.

I would still bet if you are betting on whether or not the US is going to have extremely capable general purpose capabilities first, and that that is what is going to power economic and strategic advantage in the long run.

then I would wholeheartedly bet on the U.S.

ecosystem.

But I think it's really at the profit margin level.

It's, you know, what models are startups building on?

And I think that there is a question in terms of the battle for the rest of the world.

If you're sort of in the world, post-worldly cooperation organization, where most of the world just thinks that U.S.

models are better and more capable, then that seems like a fine world for the U.S.

But

It's an open question if China begins to more seriously aggregate up its compute to make a stronger play at general purpose capabilities in a more aggressive way than it is currently.

So I think let's pay attention to market consolidation on the Chinese side.

Let's pay attention to just how far behind they are on capabilities and how successful they are on diffusion.

This has been a massive priority for the Chinese.

Last year, they launched the AI Plus strategy, which is basically focused on embedding AI into practical, useful applications.

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