βChina is the only country that comes close to competing with the U.S. on AI β and it may be close to outcompeting the U.S. on open-source models. Plus, the AI race is going to be won on physical AI β robotics, autonomous systems, embodied intelligence β which requires hardware. Hardware needs supply chains. Supply chains, today, run through China.β


Rest of World
Silicon Valley keeps misreading Chinaβs role in tech
The heads of Tesla, Apple, and Nvidia regard Chinese companies as peers, not enemies, unlike most other Silicon Valley founders.




