I made the same comment on the original post. I really think this is a blindspot for US-based AI analysis.
China has smart engineers, as much as DM, OpenAI etc. Even the talent in a lot of these labs is from China originally. With a) immigration going the way it is, b) the ability to coordinate massive resources as a state, subsidies, c) potentially invading Taiwan, d) how close DeepSeek / Qwen models seem to be and the rate of catchup, e) how uncertain we are about hardware overhand (again, see deepseek training costs) etc, I think we should put at least a 50% chance of China being ahead in the next year.
I think there are 3 ways to think about AI and lot of confusion seems to happen because the different paradigms are talking past each other. The 3 paradigms I see on the internet & when talking to people:
Paradigm A) AI is a new technology like the internet / smartphone / electricity—this seems to be mostly held by VC’s / enterpreneurs / devs that think this will unlock a whole new set of apps like AI:new apps like smartphone:Uber or internet:Amazon
Paradigm B) AI is a step change in how humanity will work. Similarly to the agricultural revolution that led to the change in how large society could get and GDP growth, and the industrial revolution was a step-change in GDP growth from ~0% to 2-4% a year, and made things possible such as electricity and the internet and smartphones.
Paradigm C) AI is like the rise of humanity on this earth (the first general intelligences). The world changed completely with the rise of GI, and ASI/AGI will be a similar paradigm. We’ve been locked at humanity’s level of intelligence for the past ~200k years, and getting ASI will be like unlocking multiple new revolutions all at the same time.
Most of the LW crowd is probably (C) or between (B) and (C)
When talking to the general population, I’ve found it to be very helpful to probe about where they are before talking about things like AI safety / how the world will change.