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There's a perception in the US that Americans are in a new Cold War, now with China. I'm curious about how they perceive their standing in it. Pulling ahead, like in Raegan's time? Sputnik Moment?
But mainly, I want to hear from Shakes. At the end of June 2026, in another discussion about America Winning the Iran War, I told @Shakes that I'll be returning to his post in which he claimed:
Some updates since then.
First, a recap: in December 2025, the Chinese private launch provider LandSpace attempted a launch and recovery of their methalox powered medium class launch vehicle Zhuque-3 ("Vermillion Bird"), which is very much like Falcon 9 if you don't look at the details (I think it's what Falcon would have been if it were designed in 2020s). The launch and orbital insertion went well, the recovery… not quite, which prompted these kinds of headlines and understandable complacency in some circles.
On July 10th 2026, China Academy of Launch Vehicle Technology (for reference, known as the "First Academy", founded by the exiled communist Qian Xuesen, the co-founder of Jet Propulsion Laboratory which then became the core of NASA) has successfully landed the first stage of their medium class launch vehicle Long March-10B on a sea platform, using a novel net capture mechanism, thus making China the second nation with the capability to reuse first stages of orbital class vehicles, and the only one whose national space agency can do that. There has been commentary to the effect that it's cope for the fact that China can't into precise landing, that you won't have the net capture infrastructure on Mars/Moon/whatever, and that this is a nothingburger and further testament to their backwardness. On August 19th ie today, LandSpace has done this in a more traditional SpaceX manner, with ZQ-3 Y-2 landing on the ground pad. LandSpace was founded in 2015, and ZQ-3 had only been announced in late 2023 – the same year they had put the first methalox rocket into orbit. This, hilariously, puts them technically ahead of SpaceX for the second time. LandSpace is working on a full flow staged combustion methalox engine too, and it's reasonably mature; technologically it's about on par with Raptor 2. Given the track record so far, it's reasonable to say they will have a Starship class vehicle within 5 years. There are multiple similar projects being executed in parallel, both private and state-owned, eg Long March 9. It seems implausible in the extreme that China will find it hard to scale up the production of rocket engines (after all, they do make more WS-15s than F135s now, judging by J-20 vs F35 commission rate), steel tubes (come on) or concrete launch pads (…come on, really), or land permits (lol). So I find it likely that in a fairly short order they can match SpaceX (and thus the US and the world, because SpaceX is a near-monopolist now) in annual mass to orbit if they so wish. With Blue Origin's recent disaster and anklebiters like Rocketlab not doing anything interesting, it appears inevitable that the space race is just SpaceX vs China.
On July 16th, the private startup Moonshot AI has unveiled Kimi K3, the 2.8T, 104B active multimodal MoE, with very innovative architecture and ability to execute on long-horizon self-improvement-related tasks such as chip design or ML research/engineering, delivering performance close to the best American public models, solidly exceeding the previous domestic champion GLM 5.2. Right now it scores 60 on Artificial Analysis, 1 point behind Grok 4.6, and 2-3 behind Opus 5, Fable 5 and GPT 5.6 Sol. (GLM 5.2 reached 53).
Also on Jul 16th, Chinese memory company CXMT completed its IPO subscription. Currently it's worth around $500B, underpinned by its central role in supplying DRAM chips to Chinese (and soon global) industry, including AI. They target 30% global market share by 2030. This is doable, given what I know about the velocity of upstream tool supply chain in China.
On July 18th, during the World Artificial Intelligence Conference in Shanghai, Huawei has demonstrated their Atlas 950 SuperPoD, boasting of the largest scale-up domain in systems for training advanced AI models (yes larger than anything Nvidia ships right now, and this is more important than raw FLOPS as we continue to increase the parameter count). You might be interested in this writeup on Huawei's design philosophy, it's pretty special and promises to compensate for their lack of advanced lithography. In short, their thesis is that the performance comes not so much from Moore's law as from minimization of latency across the entire architecture from transistor to cluster level, and their idea of a solution is 3D-native chip design for multi-layer logic, with very precise (1.5 µm currently, <1µm scheduled, well ahead of the competition) wafer-on-wafer stacking and the first chips demonstrating its viability (mobile Kirin SoCs) coming out in September. Multiple other companies, such as Alibaba, have also shown supernode-based designs, including one absolutely bonkers system from Oriental Computing that uses 14nm chips; as Jensen says, lithographic process is overrated compared to design, so I'm bullish on this line. At the opening ceremony, Xi Jinping delivered a pretty impressive speech on Chinese strategy with regard to AI, committing to support open source and international collaboration.
Since then we've learned of multiple 100K GPU class cluster projects in China (Sugon, completed, Alibaba token factory apparently as well, unclear what's up with Zhipu's 1GW cluster; DeepSeek will also have gigawatt-class systems in Ulanqab, Inner Mongolia, as well as their own chips). These should be sufficient to design and train 10T models, ie comparable to the alleged size of Mythos Preview (and larger than the deployed Mythos/Fable; I am not privy to these details, though). Ryan Fedasuyk of Georgetown estimates that «No matter how we slice the data, we find China is well on its way to producing large numbers of AI accelerators».
On Jul 31st, DeepSeek has deployed and open sourced V4-Flash-0731, getting performance around GLM 5.2 (and much higher on some hard evals like ARC-AGI-2) at a ludicrously low price and parameter count, doing even better than GPT 5.6 Luna after the much-hyped 80% price cut. The situation with DeepSeek is a bit ambiguous, it's not clear if they're flailing (the subsequent Pro was barely any better, their harness project is insanely ambitious but clearly not even half-done); but it speaks to the fact that the Chinese tech ecosystem is now very large and dense and nobody can be champion for long. On Aug 14th, Zhipu has responded to Kimi with GLM 5.3 which is on par with K3 at a fraction of the cost and scale; one of their priorities has been cyberdefense (and thus cyberoffense) capability, plainly driven by concerns around Mythos/Fable. They'll release the weights in <2 weeks, as did Kimi, as did Alibaba Qwen with their 2.4T 95B MoE that's roughly in the same ballpark. The CEO of Zhipu, Jie Tang, is a professor at Tsinghua, and thus essentially a state official, a CCP member who regularly contributes to People's Daily, so we can consider him speaking for the Chinese policy (Xi's speech has much the same tenor). His philosophy is roughly as follows:
As an aside, on Jun 29 it became known that Meituan (a food delivery company) had trained a 1.6T 50B MoE on previous generation Chinese chips, almost certainly Ascend 910Bs. It went under the radar because the model isn't that good, but it sets a lower bound on what can be done going forward, by more competent actors, with more advanced hardware. Today, the globally dominant Hangzhou humanoid/quadruped robot maker Unitree also went public, and is now worth about $50B, ahead of the fraudulent American company FigureAI with $39B and no publicly sold robots to show for it. They clearly have the best hardware at the moment and unmatched development velocity.
I could go on. It's been a rather eventful period. But these are, I think, the most interesting and strategically significant domains: AI, hardware for AI, hardware for manufacturing AI hardware, robotics, and space.
Shakes, do you think China can't catch up?
I'm not Shakes, but I do share some of his American triumphalist views.
First, I want to push back on the idea that this is a cold war. I feel like that pays a disservice to just how serious and deadly the real cold war was. The world had just emerged from WW2, and everyone was armed to the hilt, epecially the Soviets. Both sides were building and testing nukes as fast as possible, with the main plan for WW3 to simply annihilate the other with mass nukes. Everyone was on a hair trigger alert, to the point where they had to make a special hotline between Washington and the Kremlin to de-escalate dangerous situations. US military spending as a percentage of GDP reached 13% in the 1950s Korean war, then 9% in the 60s Vietnam war, then 7% in the 80s. Soviet spending is hard to measure, but was likely an even greater burden for them, as they needed a massive military to keep their empire together.
Currently the US spends 3.4%, and that's projected to go down in the future. China spends around 1.5% (although with mass draft that doesn't count as spending). In other words, neither side is actually spending, or acting, as if there's a cold war. I feel like we're the two biggest kids in PE class, and everyone else around us keeps trying to get us to fight, when we really just want to play basketball. We can travel to each others countries as tourists quite easily and freely, which usually wasn't possible during the cold war. We're both each other's largest trade partner. These are peaceful times.
For right now the US still has the edge in Space and AI tech. Is it possible that China could catch up and take the lead? Sure, maybe. Maybe they land on the moon a few months ahead of us, or hit a new AI benchmark first. So what. The US would still have amazing tech in that area. I don't see a future where the US isn't at least a major player in tech, and the most likely possibility is that we'll still be the leader, since so many of the world's experts come here to work in AI. We're also, for what it's worth, investing heavily in using robotics and AI to compete with China in manufacturing- they used to have a huge advantage there with their large cheap labor force, but robots are even cheaper than that. For example, the US is now growing startups to break China's monopoly on rare earth refining.
You didn't even mention energy, where China is still massively dependant on oil and coal imports. They've handled the Iran crisis by... importing and burning even more coal, leading to horrendous pollution. Meanwhile the US just pumps more oil (and can now get it from Venezuela, as well as Canada or Mexico when necessary). Not to mention the interesting advances being made in new forms of nuclear. That said, I'm impressed with how much cheap solar PV China has been able to produce, and I wish them all the best in continuing to produce more. That seems like a huge win for humanity as a whole, not some cold war sputnik moment. (and the US is also producing lots of new solar. I worry about Europe's energy situation though... they don't have much oil, they seem culturally dead set against nuclear, and they have terrible geography for solar.)
Then there's demographics. The US has issues here too of course, but China really has issues. They're down to just 1 child per woman on average, despite a lot of effort to boost it, and they can't really do immigration like the US does. So in about 20-40 years, they'll be in a very awkward spot with massive population of retirees, very few working-age people to support them, and almost no children. That will put a huge strain on their economy and technological growth, unless of course the singularity comes along to change everything before then.
This seems to equate Europe with Greater Germany.
France loves their nukes, they're going to add another 6 modern reactors to their existing fleet of 57, and are planning a second tranche of 8 more for the 2030s. Zero reactors are scheduled to go offline, they intend to run them until the reinforced concrete itself reaches its lifetime limit.
The solar situation is clearly worse than the US (top tier solar potential, globally), but actually comparable to China. Both have a few thousand kilometers between the good solar locations (Spain, Italy, Inner Mongolia, West Chinese Deserts) and the major energy consumers (European Blue Banana, Chinese Coast), so both will have to put down a lot of ultra high voltage DC power lines. Europe has a lot less distance to bridge, but needs maybe 20% more panels than China. Both can (and do) also just move the big consumers to where the panels are. Greater Germany can also somewhat compensate the lack of solar potential with better land-based wind resources. Those can make very cheap power as well (but are less well suited to integration with battery storage, so they'll need serious innovation with flixible loads).
Of course, the biggest problem of the EU in all of this is the same as the US: its insanely difficult to get permitting for anything of that scale. China needs to bridge thousands of kilometers more with power lines, but can just build those. A 50 GW UHVDC link between Germany and Spain pretty much needs subsea cables, because no way you'll get the permit for 2000 km of fat power poles - not in Spain, not in Germany, and certainly not in France.
Oil is funny. Europe just needs to stop burning it. Norway alone makes enough crude to satisfy the entire European chemical feedstock demand, if you add the UK you don't even need to retool the refineries to crude-to-chemical optimization.
I'm well aware that France has nuclear reactors, and probably I should have mentioned that, but didn't want to get to into the weeds about a side point. France is very much an outlier and Europe, and their fleet of reactors was mostly built in the 80s and 90s, and it was built mostly to serve their own national needs, not to be the powerhouse for all of Europe. They can export some energy, but not nearly enough to power the continent.
I also don't think the solar situation is at all comparable to China. Europe is significantly further north than China, like 10 degrees or more, with only the northern parts of China overlapping with the southern parts of Europe. That massively increases the seasonality problems of solar. Building solar panels in Spain to export energy all the way out to Germany, the Baltics, and Eastern Europe doesn't seem like a real solution, even if you ignore the difficulty of crossing multiple international borders. I know they've gotten some energy from solar and wind, and that's great, but they haven't increased capacity nearly as much as they would need to "just stop burning oil," let alone the natural gas they import.
None of this is to say that Europe is doomed, or anything, it's just that they're facing strong headwinds in energy that will limit their growth. Meanwhile in the US we just have a huge abundance of seemingly every source of energy.
A lot of countries have nuclear reactors and plans to build more. It's only really Germany that has major energy issues and lacks credible plans to deal with it (even if this bleeds over into other places) .
Poland is about to get its first, I believe, and Czechia is expanding theirs.
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