Of course he does. But false dichotomy aside, China has a good chance "winning the AI race" anyway. Given their existing work, the investment they're doing in higher education, the additional internationally trained talent they get every year, and the industrial base that lets them make cheap energy and hardware, I think at the very least China has a decent chance to create equivalent tools at a lower price than whatever the US AI industry creates. If they come out with a competitive hardware and sell it at lower margins, along with free models as they already offer... I think a lot of firms and governments would opt for that instead of paying for NVIDIA and OpenAI.
Have a problem with society not doing what you want it to do? It's a problem with the lack of religion! It's true. We've known religion gives you the capability to get societies to do what you want them to for centuries.
This reminds me of something that came up recently. Copilot started hallicinating quite a bit more than usual in Copilot reviews. That made me think about the cost of operarion. As they burn money like this, I won't be surprised if they start decreasing inference quality to decrease cost per user. Which also means people relying on certain model behaviour for tasks could get nasty surprises. Especially within automation workflows where model outputs aren't being reviewed.
If it's a switch to a robotic AI society, where's the profit gonna come from? The stock prices reflect expected future profits. If we have more work done by robots and AI, that work isn't done by people, so people aren't getting paid for it. Who's gonna pay for this product to materialize these expected profits?
Of course he does. But false dichotomy aside, China has a good chance "winning the AI race" anyway. Given their existing work, the investment they're doing in higher education, the additional internationally trained talent they get every year, and the industrial base that lets them make cheap energy and hardware, I think at the very least China has a decent chance to create equivalent tools at a lower price than whatever the US AI industry creates. If they come out with a competitive hardware and sell it at lower margins, along with free models as they already offer... I think a lot of firms and governments would opt for that instead of paying for NVIDIA and OpenAI.