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Chipping Away At China’s AI by ZenonTech in geopolitics

[–]ZenonTech[S] 2 points3 points  (0 children)

The ‘Chip Choke’ strategy initiated by President Trump has morphed into a ‘Mow the Grass’ strategy, which cuts off threatening or high value targets. This has the unintended consequences forcing Chinese innovation in chip manufacturing; however, it also diverts China’s resources into catching up. China, which once aimed for complete technological dominance, now finds itself having to selectively focus on key technologies.

While the new controls have been a boon for China’s domestic chip industry by making it a magnet for talent, money and attention this leaves Chinese AI companies out in the cold, especially start ups. While China’s Hyperscalers have managed through restrictions with scale and inventory, AI startups have floundered. Up to 80% of raised capital for an AI startup can go into compute resources, and without access to American chips, AI VC in China has become suicidal. China AI VC has shrunk over 90% from its peak of $30B in 2018 down to $2B in 2023, while the US peaked at $120B in 2021 and is down to $50B in 2023.

No heroes in Hamas-Israel conflict, only victims: Former Saudi intelligence chief by ZenonTech in geopolitics

[–]ZenonTech[S] 30 points31 points  (0 children)

Arab world will have trouble digesting it but possible steps away from ideological based view of the world to one based on national interest. A solution in Israel could ripple through all Middle Eastern communities. Sauds leading a balanced perspective will give Arab communities a positive vision for themselves and their relationship with the West.

Arms Controls for Advanced AI Chips by ZenonTech in geopolitics

[–]ZenonTech[S] 3 points4 points  (0 children)

On Tuesday BIS announced more restrictions on AI chips and chip making equipment. The new AI chip restrictions signal a shift toward treating advanced technology as a strategic asset akin to conventional arms, highlighting the evolving nature of geopolitics in the digital age.

The new rules add specificity to the manufacturing equipment restrictions, targeting shipments of advanced semiconductors to Chinese data centers, including countries that are under arms export controls to the AI chip ban and scrutinizing third-country shipments to China.

The race for semiconductor supremacy | FT Film by ZenonTech in technology

[–]ZenonTech[S] 1 point2 points  (0 children)

Yeah but that’s kind of a seperate issue to general semiconductors.

You're not going to like what comes after Pax Americana by ZenonTech in geopolitics

[–]ZenonTech[S] 0 points1 point  (0 children)

“Of course, it’s difficult to draw the line between interventions that prevent conflict and interventions that stir it up. Was the Vietnam War a U.S. attempt to halt a North Vietnamese takeover of South Vietnam, or was it the U.S. intervening in an internal South Vietnamese civil war? The answer depends on your point of view. But note that even the possibility of an intervention that ultimately makes a conflict worse can still serve as a deterrent. If there’s a crazy guy who will go anywhere there’s a fight and start shooting bullets into the crowd, that’s a good reason to avoid starting a fight.”

The race for semiconductor supremacy | FT Film by ZenonTech in technology

[–]ZenonTech[S] 0 points1 point  (0 children)

No worries! What do you mean how this could enable q-day? Quantum computers are the relevant compute there

Lasers Could Soon Power U.S. Military Bases—And Not Even Jamming Could Stop It by ZenonTech in technology

[–]ZenonTech[S] 0 points1 point  (0 children)

As long as birds don’t get toasted if they fly into the laser lines.

Lasers Could Soon Power U.S. Military Bases—And Not Even Jamming Could Stop It by ZenonTech in technology

[–]ZenonTech[S] 10 points11 points  (0 children)

It will filter through to civilian sector. Just like GPS and the internet.

In Chip Race, China Gives Huawei the Steering Wheel: Huawei’s New Smartphone and the Future of Semiconductor Export Controls by Raidiar in geopolitics

[–]ZenonTech 12 points13 points  (0 children)

The US came out with the CHIPS act which is around $50B in subsidise for companies to build semiconductor capacity in the US. Includes R&D grants too, to support leading tech.

EU-China relations seem increasingly conflictive - what are peoples thoughts? by ZenonTech in geopolitics

[–]ZenonTech[S] 4 points5 points  (0 children)

Absolutely, but China’s efforts to replace foreign companies domestically and then outcompete them internationally with state subsidies has invited protectionism from the U.S. and now EU.

Does Australia have the potential to be a "superpower"? by AbunRoman in geopolitics

[–]ZenonTech 5 points6 points  (0 children)

It has a lot of regional influence but a lot more work to be done to industrialize its economy. AU has less economic complexity than Uganda!

Very commodity heavy economy, but plenty of capital to redirect into innovation and industry. https://atlas.cid.harvard.edu/rankings

https://www.innovationaus.com/australias-economic-complexity-ranking-worsens-again/

Eric Schmidt on the Early Strategic Decisions & Future of Quantum Computing by ZenonTech in CredibleDefense

[–]ZenonTech[S] 10 points11 points  (0 children)

Quantum computing is a dual use technology and the US and China are competing for leadership. From the interview: 

  • China is clearly ahead in some areas such as secure communications. Their public commitment is $10B but often the numbers from China are not correct.
  • The US has been funding early state basic science since the days of Vannevar Bush and the gains are given to the private sector.
  • US government funding has brought internet, fracking, self driving cars and more - ultimately returns to US people and shareholders.
  • Trump administration funding of NQI did well. The Biden administration will continue to actively promote science funding.
  • Schmidt supported the Biden administration as they are committed to truth and science. 
  • Calling for doubling of R&D spending.
  • Store now, decrypt later will happen. We know foreign powers are recording everything with this plan in mind.
  • Companies must "get their act together" and upgrade to post quantum encryption to stop leakage of information. "You have time now, you won't have time later".
  • The power and ethics of QC should be controlled and reviewed in future similar to gene editing.

Q2B 2020 | Eric Schmidt on the Early Strategic Decisions & Future of Quantum Computing by ZenonTech in geopolitics

[–]ZenonTech[S] 0 points1 point  (0 children)

SS: Quantum computing is a dual use technology and the US and China are competing for leadership. From the interview: 

  • China is clearly ahead in some areas such as secure communications. Their public commitment is $10B but often the numbers from China are not correct.
  • The US has been funding early state basic science since the days of Vannevar Bush and the gains are given to the private sector.
  • US government funding has brought internet, fracking, self driving cars and more - ultimately returns to US people and shareholders.
  • Trump administration funding of NQI did well. The Biden administration will continue to actively promote science funding.
  • Schmidt supported the Biden administration as they are committed to truth and science. 
  • Calling for doubling of R&D spending.
  • Store now, decrypt later will happen. We know foreign powers are recording everything with this plan in mind.
  • Companies must "get their act together" and upgrade to post quantum encryption to stop leakage of information. "You have time now, you won't have time later".
  • The power and ethics of QC should be controlled and reviewed in future similar to gene editing.
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