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Content provided by EPIIPLUS 1 Ltd / Azeem Azhar and Azeem Azhar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by EPIIPLUS 1 Ltd / Azeem Azhar and Azeem Azhar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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China’s catching up to US AI… Here’s why it won’t matter

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Manage episode 482747628 series 2498265
Content provided by EPIIPLUS 1 Ltd / Azeem Azhar and Azeem Azhar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by EPIIPLUS 1 Ltd / Azeem Azhar and Azeem Azhar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Lennart Heim, a researcher and information scientist at RAND Corporation, joins Azeem Azhar to unpack a provocative claim: China is catching up with US AI capabilities, but it doesn't matter.

Timestamps:

(00:00) Episode trailer

(01:19) Lennart’s core thesis

(03:26)   Why compute matters so much

(07:31)  The investment split between model R&D and model execution

(11:18)  How test-time compute impacts costs

(16:14) The geopolitics of compute

(21:32) Why does the U.S have more compute capacity than China?

(25:01)  The trade-off between economic needs and national-security needs

(31:54)  How technology change might shift the battlegrounds

(35:33)  Dealing with compute and power concentration

(48:19)  Concluding quick-fire question

Lennart's links:

Azeem's links:

This was originally recorded for "Friday with Azeem Azhar", a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through Exponential View on Substack.

Produced by supermix.io and EPIIPLUS1 Ltd

  continue reading

198 episodes

Artwork
iconShare
 
Manage episode 482747628 series 2498265
Content provided by EPIIPLUS 1 Ltd / Azeem Azhar and Azeem Azhar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by EPIIPLUS 1 Ltd / Azeem Azhar and Azeem Azhar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Lennart Heim, a researcher and information scientist at RAND Corporation, joins Azeem Azhar to unpack a provocative claim: China is catching up with US AI capabilities, but it doesn't matter.

Timestamps:

(00:00) Episode trailer

(01:19) Lennart’s core thesis

(03:26)   Why compute matters so much

(07:31)  The investment split between model R&D and model execution

(11:18)  How test-time compute impacts costs

(16:14) The geopolitics of compute

(21:32) Why does the U.S have more compute capacity than China?

(25:01)  The trade-off between economic needs and national-security needs

(31:54)  How technology change might shift the battlegrounds

(35:33)  Dealing with compute and power concentration

(48:19)  Concluding quick-fire question

Lennart's links:

Azeem's links:

This was originally recorded for "Friday with Azeem Azhar", a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through Exponential View on Substack.

Produced by supermix.io and EPIIPLUS1 Ltd

  continue reading

198 episodes

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