China's AI and Robotics Advancements

Given that the Chinese AI companies are, um, are

doing as well as they are with a relatively small amount of

compute,

uh, it seems though as-- that if they had a lot of compute, um,

there's a good chance that they would be the leaders.

And at some point, they probably will have a lot of compute.

So they will- ergo they will be the leaders?

There's a good chance that they are the leaders at some point.

Um,

you can think of

like the, the constraints on AI essentially

electricity and

AI chips,

um, and then for physical AI, the robots.

Uh, China's also got some very good robot

companies.

In fact, they have these like robot sporting

events.

I don't know if you've seen some of them.

Yes, I have. I saw th- last time I was in Beijing, I saw the-

Yeah

...the robots.

Well, and then they have this sort of like a,

like a boxing match or fighting match

with, um, the robots, which is quite entertaining.

And I s- I saw some video of a robot that got his head knocked off kept

fighting

even with its head knocked off. Uh, it looked pretty funny.

But, um, I mean in fact, I think the, the robot battles are gonna be quite

entertaining to watch.

Um-

But, but just to-

So, so, so China's, China's very strong on robots,

very strong on digital

AI, and,

and if you look at electricity production, you say like AI is a function of

whatever-- what-whatever the limiting factor is,

if it's chips or electricity.

China has far more electricity than the United States.

In fact, China has more electricity than the United

States, Europe, and India

combined already, um, and is heading to -- um, my guess is trying

to g-gets to four times the electricity production of the US, which is

roughly proportionate to the population