Shashank Joshi

speaker

307 appearances 4 recordings 1 series first heard May 2026 last heard 22 Jul

Shashank Joshi’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 2.

Appearances

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The Intelligence from The Economist · Roaring trades: oil majors’ secret success story · 2 Jul 2026 podcast

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, that 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 copilot, which is their own AI tool.

And I think that sense that this could give an opening to the Chinese, particularly

Maybe 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 dollars 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 one point six trillion annually by twenty thirty-one.

The American economy is really, really reliant on this technology and its promise.

And if you look at what happened to the ban on Mythos, it reduced Anthropic's expected IPO value by about 10%.

So you can kind of see this economic knock-on effect.

If there is uncertainty around whether these companies will really be able to release their next models or will have to wait for weeks to do so, that's eating into that window in which they can basically sell access to

models and defray the enormous cost of developing this technology.

And so the economic stakes here, Jason, are also absolutely enormous.

for joining us.

Thanks so much, Jason.

The Intelligence from The Economist · New world of warcraft: how conflict has forever changed · 29 May 2026 podcast

The last eight years have been, to put it mildly, busy.

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