Rohan Paul@rohanpaul_ai

2026-07-21 18:52· 10小时前

AI 摘要

Perplexity CEO Aravind Srinivas认为，出口管制是中美开源模型存在12个月差距的唯一原因，但这也可能迫使中国在物理层（数据中心建设速度、电力、许可、人才）变得更强，从而转化为更强大的竞争对手。黄仁勋此前也指出，对华芯片封锁不再等同于封锁AI，华为的崛起证明禁令反而催生了国内供应链的成长，最终竞争将围绕芯片、人才、能源、模型等整个智能堆栈展开。

Aravind Srinivas on 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

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2026-07-21 18:52·10小时前

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AI 摘要

Aravind Srinivas on 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.