RandomRanger
Just build nuclear plants!
No bio...
User ID: 317
p
RandomRanger
Just build nuclear plants!
User ID: 317
p
Just build nuclear plants!
User ID: 317
Just build nuclear plants!
No bio...
User ID: 317
I agree with the general point about the US losing its broad supremacy. In many fields, America is well behind with little prospect of catching up and there is indeed an unseemly amount of American reflexive dismissal of inferiority. Too many clowns on twitter posting about blowing up the Three Gorges Dam. There's an alarmingly casual attitude to conflict in the information sphere of today's world, as though it's something you can just start and end as you please. War is the most serious matter there is, it must be considered coldly and carefully.
Won't the US enjoy a quantitative and qualitative superiority in AI though, based on the compute advantage, through to at least the 2030s? Chinese models are pretty good and very cost-efficient but lean more towards benchmaxxed than general intelligence. GLM-4.7 for instance, supposedly it has stats comparable to Opus 4.5. But my subjective testing throws up a huge disparity between them, Opus is much stronger. It one-shots where others flounder. That's what you'd expect given the price difference, it's a lightweight model vs a heavyweight model... but where are the Chinese heavyweight models? They only compete on cost-efficiency because they can't get the compute needed for frontier performance. If Teslas cost 40K and BYD costs 20K and Tesla doesn't just get wrecked by BYD, then it would show that there's a significant qualitative gap. In real life of course BYD is wrecking Tesla, they have rough qualitative parity and so cost-efficiency dominates. But Chinese AI doesn't seem to have a competitive advantage, not on openrouter anyway, despite their cost-efficiency they lack the neccessary grunt.
If AGI isn't a big deal and it ends up being a cost-efficiency game of commoditized AI providing modest benefits, then China wins. Zero chance for America in any kind of prolonged competition against such a huge country. America is too dopey to have a chance, letting China rent Blackwell chips is foolish. Too dopey to do diplomacy coherently, too dopey to shut down the open-air fent markets, too dopey to build frigates... America is probably the ablest and most effectively run country in the Western bloc overall. That is not a very high bar to meet. The US would need to be on another level entirely to beat China. It's that same lightweight v heavyweight competition.
But if AI/AGI/ASI is a big deal, then America enjoys a decisive advantage. Doesn't matter if China has 20 AGI at Lvl 5 if the US has 60 at Lvl 8. I think a significantly more intelligent AI is worth a lot more than cheaper and faster AI in R&D, robotics, cyberwarfare, propagandizing, planning. And just throwing more AI at problems is naturally better. There will be a huge compute drought. There's a compute drought right now, AI is sweeping through the whole semiconductor sector like Attila the Hun, razing (raising) prices.
China doesn't have the necessary HBM, the necessary HBM just doesn't exist. Even America is struggling, let alone China. Even if China had enough good chips to go with their good networking, there's no good memory to go with them.
In a compute drought, the compute-rich country is king. In an AI race, the compute-rich country is king. China would be on the back foot and need to use military force to get back in the game.
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