Aravind Srinivas just explained why China’s open-source AI may become more powerful than ever.

And why Anthropic has lobbied very hard for export control.

"the only reason why there is even a 12-month gap between open source and frontier models is export controls.

But there is a chance that, because of that, they now get really good at the physical layer.

One advantage they (China) have is that they can actually build data centers a lot faster. Power is not a problem. Permits are not a problem. People are not a problem. Labor is not a problem. Expertise is not a problem.

And so, by forcing them to go out there and build all this, you are converting them into a far more potent competitor."

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From "20VC with Harry Stebbings" YouTube channel (@HarryStebbings ), link in comment