Shashank Joshi
speaker
204 appearances
3 recordings
1 series
first heard Jul 2026
last heard 26 Aug
Shashank Joshi’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 — 3 in all, peaking in Jul 2026 with 2.
Appearances
But really, it isn't clear to me how that's going.
And a lot of people I speak to say that it's really a complete mess at this point.
Chinese AI labs are really storming ahead.
Those models are six to 10 months behind their American equivalents.
So they're not up there with Mythos or with 5.6 Sol, but they are getting increasingly good.
They offer increasingly advanced capabilities.
And here's the important bit.
They do that at pretty competitive prices.
And so there is this concern among many in America that if the administration holds back the American labs from releasing their models, the companies, including American companies, might look to using Chinese open weights models.
And so we've seen Microsoft, for example, consider should they use Deepsea for their co-pilot, which is their own AI tool.
And I think that sense that this could give an opening to the Chinese companies
Particularly when this administration has allowed the sale of some pretty advanced chips to China that then can be used to train the next generation of Chinese models.
I think there's a lot of concern about that, including in the Trump administration.
I think there's a question of its lead, particularly in adoption.
But I think it's not just about the competition versus China.
There are huge economic stakes here.
Almost $800 billion is going to be spent on AI capital expenditure this year.
And most of that's on data centers in America.
That will grow to $1.6 trillion annually by 2031.
The American economy is really, really reliant on this technology and its promise.
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