Tyler Cowen

And keep in mind, the best products today are still the OpenAI products. and anthropics clawed, and those probably have what you would call a clearer path to the basket of making yet further improvements. So it has not surpassed us, no.

And keep in mind, the best products today are still the OpenAI products. and anthropics clawed, and those probably have what you would call a clearer path to the basket of making yet further improvements. So it has not surpassed us, no.

I think it's a bigger breakthrough than that. They had numerous algorithmic improvements. One estimate is that the cost of what they did is about 30x lower. Now, we don't know as to what chips they had, but we do know that before chip restrictions were placed on China, the company bought some very high-quality chips that are almost as good as the ones that are now banned from China.

I think it's a bigger breakthrough than that. They had numerous algorithmic improvements. One estimate is that the cost of what they did is about 30x lower. Now, we don't know as to what chips they had, but we do know that before chip restrictions were placed on China, the company bought some very high-quality chips that are almost as good as the ones that are now banned from China.

I think it's a bigger breakthrough than that. They had numerous algorithmic improvements. One estimate is that the cost of what they did is about 30x lower. Now, we don't know as to what chips they had, but we do know that before chip restrictions were placed on China, the company bought some very high-quality chips that are almost as good as the ones that are now banned from China.

So I think they certainly could have done what they did without illegally acquiring chips. But whether or not they did, I would just say we don't know.

So I think they certainly could have done what they did without illegally acquiring chips. But whether or not they did, I would just say we don't know.

So I think they certainly could have done what they did without illegally acquiring chips. But whether or not they did, I would just say we don't know.

The word never makes me nervous, especially from a historian, but I mostly agree. This technology is going to spread. All the, oh, we need a six-month pause, do this, do that. It's not going to work. I'm not opposed to the chip restrictions on China. If I were President Biden, I would have done the same.

The word never makes me nervous, especially from a historian, but I mostly agree. This technology is going to spread. All the, oh, we need a six-month pause, do this, do that. It's not going to work. I'm not opposed to the chip restrictions on China. If I were President Biden, I would have done the same.

The word never makes me nervous, especially from a historian, but I mostly agree. This technology is going to spread. All the, oh, we need a six-month pause, do this, do that. It's not going to work. I'm not opposed to the chip restrictions on China. If I were President Biden, I would have done the same.

But I think we need to be realistic and understand they're only going to hold back China for a short period of time. And we need to be ready for the fact that they will likely be our peer in AI technology. And we'll move into a new world state where there's a kind of mutually assured destruction with these AIs. And it will be us and China.

But I think we need to be realistic and understand they're only going to hold back China for a short period of time. And we need to be ready for the fact that they will likely be our peer in AI technology. And we'll move into a new world state where there's a kind of mutually assured destruction with these AIs. And it will be us and China.

But I think we need to be realistic and understand they're only going to hold back China for a short period of time. And we need to be ready for the fact that they will likely be our peer in AI technology. And we'll move into a new world state where there's a kind of mutually assured destruction with these AIs. And it will be us and China.

And the key question is, what will the rest of the world use? I hope it's our products. Right now, DeepSeek is entirely accessible, totally free, open source. How the company will manage to fund that is a huge question. And we will see. But I think it's important that, say, as we go to Africa three years from now, I would strongly prefer they're using American AI.

And the key question is, what will the rest of the world use? I hope it's our products. Right now, DeepSeek is entirely accessible, totally free, open source. How the company will manage to fund that is a huge question. And we will see. But I think it's important that, say, as we go to Africa three years from now, I would strongly prefer they're using American AI.

And the key question is, what will the rest of the world use? I hope it's our products. Right now, DeepSeek is entirely accessible, totally free, open source. How the company will manage to fund that is a huge question. And we will see. But I think it's important that, say, as we go to Africa three years from now, I would strongly prefer they're using American AI.

There's some chance this is all good news for America. So if the game is simply who can throw up the most energy infrastructure as quickly as possible, I would predict we're likely to lose to China. And all this talk about big deals with UAE, with the Saudis, is an attempt to cope with the fact that we don't build energy supply quickly enough in our own country.

There's some chance this is all good news for America. So if the game is simply who can throw up the most energy infrastructure as quickly as possible, I would predict we're likely to lose to China. And all this talk about big deals with UAE, with the Saudis, is an attempt to cope with the fact that we don't build energy supply quickly enough in our own country.

There's some chance this is all good news for America. So if the game is simply who can throw up the most energy infrastructure as quickly as possible, I would predict we're likely to lose to China. And all this talk about big deals with UAE, with the Saudis, is an attempt to cope with the fact that we don't build energy supply quickly enough in our own country.