Ethan Mollick 指出,中美AI竞争的“游戏”本身存在多种理解,至少包括8种维度:企业盈利、科学成就与领导地位、商业模式(开源/闭源)、国家配套资产(芯片、电力、软件)销售、国家安全能力、控制前沿模型向盟友开放的战略、构建反映国家理想的AI“人格”以影响他国、以及率先实现ASI的竞速。此外可能还有更多。
When people discuss China vs. US competition over AI it would help if they specified the grounds of competition because there are divergent beliefs on what the actual game is, or if there is a game at all. For example: 1) Direct competition for which companies profit from AI 2) Abstract competition over scientific achievement & prestige as world leader 3) Competition over business approach (open/closed, at least for now) 4) Competition over selling national "stacks" of complimentary assets (chips, power, software) 5) Competition over national security capabilities 6) Competition over who controls which other nations are given access to frontier models, thus establishing a strategic capability reserved for allies 7) Competition over building AIs with "personalities" that reflect national ideals, and thus influence others to adopt those ideals 8) Competition over achieving take-off first & building ASI