Are Chinese open models becoming impossible to stop? This video unpacks the incredible speed at which China is closing the AI gap with the US, featuring Eric Schmidt's eye-opening shifts in prediction from years to weeks.
The discussion also explores the pivotal role of hardware, noting how new players are breaking Nvidia's monopoly and fostering a free market for AI chips. Learn how companies like AMD are introducing powerful personal AI platforms and what this means for the future of global AI leadership.
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Transcript
Zach, are Chinese open models becoming impossible to stop? Um, it's starting to look like that. Like what was really interesting is that you had Eric Schmidt uh uh late last year saying that we were five years ahead of Google's artificial intelligence. Uh, and then that was at Stanford. That Stanford talk was quickly scrubbed from the internet. Um, and then very shortly later, like three months he came back and he's like, well, actually, we miscalculated the gap between what America has and what China has, now it's about a year. And then after that, again, he made another correction, he's like, um, okay, well now it's months. Now it's looking like it's weeks, right? Like, Wow. Bable comes out, GLM 5.2 comes out, neck and neck. And the question is is that, um, you know, obviously China's coming up here like this, is there going to be a crossover point and then is China just going to take the AI lead after that? That's very possible, especially now that this single supplier of AI inference, which was Nvidia, right, their hardware ran it. Now what it's looking like is that all the other manufacturers are figuring out ...
