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Tren Griffin x.com
Zero probability China cedes AI supremacy to a few US businesses. "The boundary between AI safety and AI competition is becoming increasingly blurred,” added Sun, who has discussed AI with US counterparts. “If every safety question becomes interpreted through the lens of strategic competition, meaningful dialogue will be difficult.”
The subjects this post names, from the same vocabulary the directory files beliefs under, and the word it uses that this site has seen least often elsewhere. Posts are matched on those words alone — nothing here is a summary of this one.
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21 September
20 September
19 September
From one piece Economic Size and Economic Power 2 beliefs · paulkrugman.substack.com
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Their words
China is not yet big enough to be the hegemon, but the United States truly is not big enough to be the hegemon. So we are just not in that world anymore.
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Their words
actually, there are three economic superpowers in the world by this measure. There’s the United States, there’s China, which is clearly number one, and then there’s the EU, which are roughly co-equal.
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Their words
lossy self-improvement remains my baseline on the trajectory of progress, and the increased discussion of extinction risk seems very misplaced
18 September
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korrents.com
China is the world's most cyberpunk country.Their words
China is definitely the world's most cyberpunk country at this point.
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korrents.com
Export controls work, and claims that they merely make Chinese companies work harder or catch up are propaganda.Their words
Export controls work. "Export controls just make Chinese companies work harder or catch up" is propaganda ass shite
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Their words
There are only five possible futures for superintelligence: 1. Kills human race 2. Human disempowerment 3. Paperclip maximizer 4. Departs for parts unknown 5. Stoner
17 September
16 September
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Their words
Jensen is a maximally cynical commercial and political actor whose one and only goal is to sell Nvidia chips to whoever he can, especially China.
Trump Goes Full Hoax on AI Existential Riskthezvi.substack.com
From one piece When discussing AI policy, start with China 3 beliefs · marginalrevolution.com
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korrents.com
AI policy discussions should start with China rather than treating it as an afterthought.Their words
Whatever your ideas for regulating AI, I say start with China. Do not put China as an afterthought at the end of your proposal, mentioned in a vague wish that something good ought to happen and that maybe the future of humanity can be secured.
When discussing AI policy, start with Chinamarginalrevolution.com
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Their words
If you are reading proposals or for that matter tweets for AI regulation, and the writer does not deal with these China issues in a forthright and very specific manner, you should be very suspicious indeed.
When discussing AI policy, start with Chinamarginalrevolution.com
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korrents.com
China declined U.S. nuclear-talk proposals in 2023 and broke off meaningful arms control talks.Their words
During the 2023 U.S.-China nuclear talks, America proposed missile-launch notifications, a nuclear crisis hotline, and processes to limit the use of outer space for military conflict. China declined all of those. Blame the U.S. if you wish (do we always keep our word?), but that is what happened. China also broke off meaningful arms control talks.
When discussing AI policy, start with Chinamarginalrevolution.com
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Their words
the fact that they're flying so quickly shows that Xi is unpopular in China.
15 September
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Their words
Nobody knows for sure. We're in uncharted waters here, and I think even the LLM skeptics would have to say that the technology has taken us far past what many originally thought possible.
14 September
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Their words
The winner would then be the AIs, not us. That is not to say that the China issue is not real, hence the export controls and attempted international agreement.
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Their words
To ensure that, we need ways to ensure that alignment and safety techniques stay ahead of progress in model capabilities.
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Their words
Social media put our entire discourse in the hands of our society's biggest assholes and idiots, just in time for the arrival of an alien superintelligence
From one piece A simple plan to save the world from rogue A.I. 2 beliefs, in the piece's order there
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korrents.com
There is now broad agreement within AI safety circles that fully open AI development is undesirable.Their words
I think it's now pretty widely agreed in safety circles that total openness is in fact not desirable.
A simple plan to save the world from rogue A.I.slowboring.com
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Their words
Only a safe, well-aligned superintelligence developed in the world of liberal democracies could entrench liberal-democratic values.
A simple plan to save the world from rogue A.I.slowboring.com
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korrents.com
The p(abundance) outlook is far more likely than the heavily covered p(doom) discussion and deserves more engagement.Their words
The p(doom) discussion gets all the headlines, but the p(abundance) scenery is far more like and deserves much more engagement.
13 September
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Their words
If there really is a high chance of AI leading to the extinction of humanity within years/decades, then the only rational stance towards safety monitoring and research pacing should be stringent, top-down government involvement and universally ratified international treaties.
12 September
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Their words
Next in regulatory capture will be banning open source and/or Chinese models, mark my words
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Their words
nobody was willing to do it because it had been seen as kind of against the norms of the economic system. And as actors like the United States and China do this, it becomes more acceptable.
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Their words
The concerns over AI safety and cybersecurity are legitimate, but we’re risking talking America, the global AI leader, into self-inflicted obsolescence and the obscurity of bureaucracy.
11 September
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korrents.com
Since 2024, the leading open-weight AI models have come from Chinese labs rather than American ones.Their words
The leading open models have all come from Chinese labs since ~2024.
From one piece The AI safety vibe shift 2 beliefs, in the piece's order there
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korrents.com
No one, including safety researchers themselves, is yet confident that superintelligence can be safely controlled.Their words
I believe the researchers who say we are nowhere close to being sure of it - and are quitting, in protest, jobs that would make them rich.
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Their words
AI companies make for flawed messengers on this subject: they can reasonably be accused of marketing, of blame-shifting, of regulatory capture, and more.
10 September
From one piece @paulg on X 2 beliefs · x.com
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korrents.com
American labs leading is good because Chinese lab employees would be unable to warn the public about threats.Their words
This is why it's a good thing that American labs are in the lead. If Chinese labs were, their employees wouldn't be able to warn us about threats.
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Their words
But Chinese labs will encounter the same threats within a year, in complete silence.
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Their words
From an investment viewpoint, the opposite of the safetyist view is "it's all a bubble," not "A.I. is going to be really good."
From one piece Fear Is Not an Argument 2 beliefs, in the piece's order there
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korrents.com
Less technology and less wealth increase the risk of human extinction, rather than reduce it.Their words
In fact, the risk of human extinction is assuredly higher if we are poorer and have less technology.
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Their words
These people tend to carry a totalitarian ideology. Their ideas will only work if everyone is made to agree.
9 September
From one piece GPT-6 Astra: The System Card, Alignment and What Comes Next 3 beliefs · thezvi.substack.com
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korrents.com
Astra's mundane alignment is greatly superior to Sol's, but its superalignment status is deeply frightening.Their words
Astra’s mundane alignment is greatly superior to Sol. For practical purposes, I was actively nervous about some potential uses of Sol, in a way I am not for Astra. Astra’s super alignment status should scare the living daylights out of you.
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Their words
Now, with Astra, we are no longer playing on super easy mode. The AI is going to think ‘will this obviously turn out super badly for me if I try it?’ and if the answer is yes then it won’t try to do the thing.
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korrents.com
Qualitative claims about AI alignment cannot be validly inferred from quantitative scores on mundane use-case tests.Their words
Making qualitative claims about alignment, based on quantitative data on mundane use case tests, was bullshit when Anthropic did it, and it is bullshit now when OpenAI does it. You cannot conclude one from the other.
8 September
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korrents.com
Frontier Chinese AI labs are moving toward more restrictive licensing terms for their open models.Their words
Chinese model makers at the frontier, however, are becoming more restrictive
7 September
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korrents.com
All of AI engineering is involution: a system that demands ever more effort and competition without improving output.Their words
I’m more and more convinced that all of AI engineering is Neijuan (内卷, meaning curl inwards). In China it describes a system that demands ever more effort and competition without improving output.
Astra for Coding: Why Are We Doing This Again?lucumr.pocoo.org
6 September
From one piece An Alien Mind 2 beliefs · openai.com
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korrents.com
No lab has solved alignment and monitoring well enough to keep scaling at maximum speed much longer.Their words
Currently I believe that no lab has solved alignment and monitoring to a sufficient degree to continue responsibly scaling at maximum speed for much longer.
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korrents.com
The fundamental challenge of alignment is generalization: holding values in situations the training never covered.Their words
The fundamental challenge of AI alignment is generalization.
5 September
3 September
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open sourceAnthropicOpenAIChina
Their words
in this whole USA vs China thing OpenAI and Anthropic aren't relevant because they're positioned differently them building better models doesn't hurt china at all the competitor has to be - american - open source - enough compute to do inference at scale that can shift things
2 September
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Their words
the Trump administration's deferential posture towards Russia and China has alienated allies. But on the other hand, it has gained the United States nothing in the way of strategic stability.
So How Is The Concert of Trump Going?danieldrezner.substack.com
1 September
From one piece On the Loose 2 beliefs, in the piece's order there
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Their words
So many of the people who think about the governance of superintelligence, myself included, avoided that unpleasantness and bowed to the social pressure to self-censor.
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Their words
But alignment is no solution: it is an unsolved scientific and technical problem whose solutions—to the extent that we have them—cannot simply be imposed on every AI company operating on Earth. You should expect for highly capable, poorly aligned, self-sovereign agents to exist alongside you in the world.
From one piece Ajeya Cotra – "This might be the clearest warning shot we ever get" 2 beliefs, in the piece's order there
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Their words
sometimes I talk to people in DC and their their natural inclination is to say why don't you punish the model for doing these bad things like why don't you like bring it under heel and like uh like you know show it who's boss and that is a very dangerous way to address these issues right
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Their words
But actually, this is a tremendously useful scientific artifact for understanding misalignment. And it's tremendously important for researchers at OpenAI and ideally also at third parties to be able to run counterfactual tests on this model.
31 August
27 August
24 August
21 August
From one piece AIs are companies, my friend 2 beliefs, in the piece's order there
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Their words
If you do think it's the overall system that matters, then the alignment that's needed is far less like training a virtuous child and more like managing a semi-virtuous corporation!
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korrents.com
Aligning multi-agent AI systems is fundamentally a problem of institutional and political design, not model training.Their words
Multi-agent alignment is fundamentally a liberalism project.
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Their words
Frontier Labs are incented to be fearful as it provides a moral justification for staying closed. Chinese Labs take the consistent position of doing what’s good for all and being open. So the little guys find themselves in the uncomfortable position of rooting for the Chinese…
20 August
19 August
18 August
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Their words
We care very deeply about AI safety. We believe the entire field will have to coordinate on shared safety standards, but will act unilaterally in the meantime. We expect confidence in safety to increasingly set the pace of AI progress.
From one piece The United States is about to wake up to the threat from China’s space program 3 beliefs, in the piece's order there
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korrents.com
A Chinese crewed landing on the Moon before America returns would be a defeat for the free world.Their words
If China can land humans on the Moon before the United States returns, it will represent a huge geopolitical win.
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Their words
This will likely serve as a wake-up call to those not paying attention to the US-China space race—which, to be clear, is the vast majority of Americans.
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Their words
In all of NASA’s and China’s plans for long-term settlement on the Moon, relatively few square miles at the South Pole of the Moon matter the most.
17 August
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korrents.com
A validated theory of intelligence may be necessary for achieving genuine AI alignment.Their words
There's a good chance a theory of intelligence will turn out to be necessary for real alignment.
16 August
15 August
14 August
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korrents.com
Superintelligence bottoms out in mining, because both the chips and the energy it runs on come out of the ground.Their words
Chips come from the ground. Where's the energy come from? And a lot of people are like, "Oh, it comes from the sun." Yeah, it comes from the sun. But how are you capturing it from the sun? From stuff made from the ground, right?
13 August
11 August
From one piece Ryan Greenblatt – What happens once AI can automate AI research? 4 beliefs, in the piece's order there
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korrents.com
AI risk is probably a totally manageable problem that will be brutally mismanaged, the way pandemic response was.Their words
it's just so easy for me to imagine the situation being like totally manageable but brutally mismanaged in practice in the same way as like maybe CO could have been avoided in the first place if the like Chinese response to CO was less of like a cover up and more of a like pandemic response and similarly like I could imagine a world where like the US response to CO was like way more functional but just like sometimes the the the response to societal problems is extremely dysfunctional.
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korrents.com
Misaligned AI behaviour will keep getting rarer and, at the same time, keep getting more extreme.Their words
my expectation is what we would see from then is that the rate of problematic behavior would decrease uh and would just keep decreasing and decrease at a pretty fast rate while simultaneously the worst things that the AIS would sometimes do would get more extreme, more egregious, and more scary.
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Their words
I would also note that my sense is that like the place where the misalignment most lives is the place where you're trying to really push the eyes hard and get them to like do work that's really on the cutting edge of what they are capable of
+ 1 more
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Their words
we are making a trade-off where because we don't have very good alignment technology. We are going to like make an alien mind with its own values and then gamble on that to some extent rather than doing this other approach of making like a tool that pursues individual user intention.
10 August
9 August
8 August
7 August
6 August
5 August
3 August
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Recommendsaffiliate linkrcmnd.app
The Field Guide to Understanding 'Human Error'Their words
This is such a useful book. It makes the case that there's no such thing as "human error" - instead most catastrophes are caused by system issues, misaligned incentives, and unrealistic processes. You are not the custodian of an otherwise safe system that you need to protect from erratic human beings.
2 August
1 August
From one piece Real talk about the exchange rate 3 beliefs, in the piece's order there
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korrents.com
China's real exchange rate should appreciate through higher domestic inflation, not currency revaluation.Their words
My view is that an appreciation of China's REER is very much to be desired, but the real (haha) way to get there is through higher inflation domestically, and that means different macro policies.
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korrents.com
Complaining about China's trade surpluses and excess capacity has not worked and will not work.Their words
I think complaining about trade surpluses and excess capacity has not worked, and is not going to work.
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korrents.com
China's tolerance of deflation has caused widespread underemployment and unemployment among its youth.Their words
Policy decisions have condemned a generation of Chinese youth to widespread under- and un-employment.
30 July
29 July
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korrents.com
The West's biggest blindspot is repeatedly underestimating China's speed and capabilities.Their words
The West's biggest blindspot is repeatedly underestimating China's speed and capabilities
From one piece Alexandr Wang: “This is a Once-in-a-Civilization Opportunity” 2 beliefs, in the piece's order there
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Their words
so much of that debate is like I think um in some ways uh a little bit of a waste of time because, you know, I think it's inevitable that we're going to have very powerful models
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Their words
we believe that everybody in the world, you know, all the billions of people in the world are going to have a super intelligence that is adapted and tailored to them, that is enables them to accomplish their goals, knows their context, and ultimately is an expander of their own agency.
From one piece Chartbook 462: China shocked - beyond 1.0 and 2.0 to the "Big One". 5 beliefs, in the piece's order there
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Their words
The original point of the China Shock 1.0 discourse was not to foreground the unfairness of Chiense competition, so much as the malfunctioning of US policy and societal institutions in the face of concentrated globalization shocks.
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Their words
It wasn’t just the West that drew conclusions from China shock 1.0. Beijing learned from China Shock 1.0 too.
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Their words
China shock 2.0 threatens high status manufactured goods: European cars and engineering.
+ 2 more
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korrents.com
The second China shock is landing on Europe, where the first one landed on the United States.Their words
In China shock 1.0 the key target was the US. In China shock 2.0 it is Europe.
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korrents.com
China's industrial lead was manufactured by deliberate state industrial policy rather than by market forces alone.Their words
What China is delivering in the 2020s is an industrial policy shock of global scale.
28 July
From one piece Sam Altman: "Never a Better Time to Do a Startup" 3 beliefs, in the piece's order there
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Their words
Um so I think it's an alignment failure. I think it's a security failure. I think it's like a very serious thing even though it's you know not not the biggest example of consequence.
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Their words
there's like one dystopia that I'm particularly nervous about 10 years from now is we overreact to AI safety.
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Their words
it is both true that you know maybe creating super intelligence will be the most important thing yet to happen in the history of business or human society and also that it will pale in comparison to some new startup something that hopefully one of you will do.
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Their words
it it won't work to try to repatriate uh the the manufacturing that left the US. Um that's a uh you you don't you don't beat China at its own game. What you do is invent the future, invent the next wave of manufacturing uh and build that here.
25 July
24 July
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Their words
For Chinese-based consumer electronics like this, the hardware is usually a lot better than the software.
23 July
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Dislikedrcmnd.app
RoombaTheir words
matic vacuum (they gave me one so I have to disclose but it's GREAT, all the Roomba and Chinese ones suck)
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Lovedsponsoredrcmnd.app
Matic vacuumTheir words
matic vacuum (they gave me one so I have to disclose but it's GREAT, all the Roomba and Chinese ones suck)
22 July
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korrents.com
France and Germany will ban Tesla's full self-driving to protect their own car industry.Their words
The French and Germans will ban Tesla FSD to protect their car industry that's being decimated by Chinese EVs and Tesla Allowing Tesla full self driving would make it so popular that it'd probably the end of their car industry Because no French or German car has self driving like Tesla, many customers would probably flock to Tesla
21 July
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Recommendsrcmnd.app
Remembering Indonesia from My GrandpaTheir words
What stands out about Hsieh's version is that her roots occupy such a unique spot in history: her grandparents were Chinese born in Indonesia, which means they got caught between the rock of the Cultural Revolution and the hard place of anti-communist backlash.
20 July
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Their words
It's pretty clear to me that superintelligence is here and it's more powerful than us and it's moving where things are going now, not humans anymore
18 July
17 July
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korrents.com
Restricting US AI models does not work: China builds better ones and everyone switches to them.Their words
US: restricts US AI model because too dangerous China: builds better Chinese AI model Everyone: switches to Chinese AI model This is why restricting models probably doesn't work, it's much more preferable (for US) to have everyone on US AI models so at least they can monitor what everyone is doing
14 July
13 July
12 July
From one piece A self-absorbed giant 4 beliefs, in the piece's order there
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korrents.com
Chinese writers' preoccupation with China alone is what limits China's soft power abroad.Their words
To come to my key point: this self-concentration limits China’s ideological influence in the rest of the world and its soft power.
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korrents.com
China had more ideological influence in the world during the Cultural Revolution than it has today.Their words
Paradoxically, China might have had more soft power when it followed self-destructive policies of Maoist Cultural Revolution.
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korrents.com
China's economic success has produced no transferable blueprint that other poor countries could follow.Their words
China’s tremendous success had not resulted in a blueprint that could be followed from Afghanistan to Zambia on how to become rich in four decades.
+ 1 more
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korrents.com
China's cultural and intellectual output to the world is far smaller than its economic weight.Their words
It surely does not “produce” one quarter of world culture or intellectual activity (if the latter is defined as influential books, of fiction and non-fiction, politics, history; films, plastic arts, music, theater etc.)
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Their words
Today's world is becoming tripolar. It is NYT vs CCP vs BTC. That's the American Establishment vs the Communist Party of China vs the Global Internet.
29 June
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Their words
Well, PRC HSR construction costs relative to the amount of tunneling aren't particularly low. France's are lower; Germany's are inconsistent, depending on whether money is wasted on excessive tunneling or on other things.
18 June
15 June
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korrents.com
Giving LLMs explicit instructions, rather than assuming alignment, prevents emergent problems in multi-model systems.Their words
the best way with LLMs usually is to be explicit, since otherwise even if they're aligned they cause emergent problems.
11 June
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Their words
I think there's a 25% chance of AGI by 2027, a 50% chance by 2034, and a 75% chance by 2045.
10 June
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korrents.com
There will be no central superintelligence that solves science; a good future is many people holding powerful tools.Their words
We don't believe in this like very centralized future where there should be a small number of institutions that um that basically are are advancing all this stuff. Our vision is not that there's going to be like some central super intelligence that solves all of science.
9 June
From one piece Sarah Paine - Why Putin and Xi can't escape geography 5 beliefs, in the piece's order there
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Their words
And what's fascinating is today when China claims whatever its historical lands are, they either choose the Mongol Yuan Dynasty or the Manchu Qing Dynasty when the Han were subjugated people.
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Their words
And also, for China, with its geographical setup as it is, uh the seas are going to be open to it only in peacetime. In wartime, this has nothing to do with anyone doing anything to them. It's just facts.
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Their words
One, you're surrounding yourself by failing states. You can look at Russia and China and they're surrounded by some of the most dysfunctional places on the planet and you go, "Gee whiz, are they unlucky or they complicit?"
+ 2 more
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Their words
And Russia's never had a commerce-driven economy. China much more so under Deng Xiaoping, but recently Xi Jinping has been privileging the crony sector over the private sector and neither one has stable government institutions.
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Their words
So, China and Russia certainly have maritime ambitions, but I'm not clear they actually understand what goes into a full maritime paradigm.
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Their words
the competitive dynamic in China is more intense because it's more intense. Everyone's chosen to go open source and that creates a system that in my mind is capable of innovating far faster than the competitive system we have here. All the models learn from one another.
7 June
2 June
27 May
26 May
17 May
14 May
13 May
10 May
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Their words
Europe, along with China and the United States, is an economic superpower. And, at this point in time, it is arguably the world’s only democratic superpower.
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Their words
This is the number one unsolved problem in AI. It's not the tech. We're making great progress on the technical alignment problem. But we haven't made jack progress on the human alignment problem
8 May
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Their words
So we just could not see a way this could happen by chance and once we saw that we really felt quite convinced that this was a real signal and that really somehow there has been natural selection to increase the genetic changes that today manifest themselves as more years of school at predicting more years of schooling.
7 May
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Their words
there is no principal-agent problem, because the human driving the machine takes on the responsibility for its actions by owning the deployment.
24 April
16 April
15 April
From one piece Jensen Huang – Will Nvidia’s moat persist? 2 beliefs, in the piece's order there
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Their words
And so you just have to first realize that chips exist in China. They manufacture 60% of the world's mainstream chips, maybe more. It's a very large industry for them. They have some of the world's greatest computer scientists.
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Their words
We have got to acknowledge that most of the advanc advances in AI came out of algorithm advances not just the raw hardware. Now if most advances came from algorithms and computer science and programming tell me that their army of AI researchers is not their fundamental advantage.
13 April
9 April
23 March
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Their words
So you get this rapid, incredible great talent, rapid innovation because of open source and just, you know, the nature of friends, and, and insane competition. Among the company, what emerges is incredible stuff. And so this is the fastest innovating country in the world today
22 March
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korrents.com
Working too hard is not burnout, it is tiredness; burnout needs your values to be out of alignment with the work.Their words
It's working too hard, right? But that actually isn't burnout. That's just like getting tired. Another piece that's super critical to burnout is not having your values aligned.
20 March
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Their words
And so you're kind of like you're either on rails and you're part of the super intelligence circuits or you're not on rails and you're outside of the verifiable domains and suddenly everything kind of just like meanders.
18 March
13 March
From one piece Dylan Patel — The single biggest bottleneck to scaling AI compute 4 beliefs, in the piece's order there
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Their words
As we move from, you know, hey, [clears throat] these companies are selling tokens where they provide the entire uh reasoning chain and all that to uh selling automated, you know, white collar work, right? Automated software engineer, send them the request, they give you the result back and there's a bunch of thinking on the back end that they don't show you. The ability to distill out of American models into Chinese models will be harder.
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Their words
And Huawei has a bigger pool in China. It's very arguable that Huawei, if they had TSMC, would be better than Nvidia.
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Their words
Um, just shipping out all the engineers and blowing up the fabs means China has a stronger semiconductor supply chain than the rest of the world, right?
+ 1 more
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Their words
I think they'll have working tools. I don't think that they'll be able to manufacture a bunch yet, right? You know, there's they're sort of having it work and then there's production hell, right?
5 March
28 February
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Their words
Many AI researchers are overly focused on risks from model misalignment, and will be in for a rough surprise when havoc arises from other layers of the stack.
18 February
13 February
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Their words
The counterarguments against it are I'll politely call them fishy. Um, uh and yet it doesn't happen and we sell the chips because there's there's so much money. There's so much money riding on it.
12 February
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Their words
I know I have one blog post where I say, "I don't read the code." But if you read it more closely, I mean, I don't read the boring parts of code.
From one piece Speed Can Reindustrialize America 2 beliefs, in the piece's order there
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Their words
It has a surplus of STEM graduates that are often underemployed, while "Hukou" residency restrictions complicate hiring hourly labor in coastal factories.
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Their words
Second, technologies and market structure are contextual, where the US can't simply emulate China's manufacturing.
1 February
26 January
22 January
From one piece Alignment is not solved 2 beliefs, in the piece's order there
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Their words
But the goal we need to achieve is so much easier: we just need to build a model that’s as good as us at alignment research, and that we trust more than ourselves to do this research well because it’s sufficiently aligned.
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Their words
This is the hard problem of alignment we need to solve in order to succeed at building superintelligence, and to this day it is an unsolved problem.
13 January
1 January
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Likedrcmnd.app
The Chinese Tragedy of King LearTheir words
Nan Z. Da’s The Chinese Tragedy of King Lear also has an experimental form. Da is a professor of literature at Johns Hopkins who emigrated from Hangzhou before she was 7.
29 December 2025
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Lovedrcmnd.app
BreakneckTheir words
Wang argues that the US & China each have a dominant form of government problem-solving
25 December 2025
From one piece Chinese Labor Isn't Just Cheaper; It’s Better. We Need to Fix That. 3 beliefs, in the piece's order there
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Their words
Between 2015 and 2025 US manufacturing wages rose 40%, while the cost of purchasing a home rose 93%.
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Their words
Yes, the labor is cheaper, but that’s not really why.
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korrents.com
Rebuilding American manufacturing is a decades-long educational and cultural project, not something tariffs can do.Their words
America needs an educational and cultural transformation to compete with China and reverse the decline in living standards that Americans have suffered over decades.
21 December 2025
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Recommendsrcmnd.app
Breakneck: China's Quest to Engineer the FutureTheir words
It's powerful because it's simple without being simplistic and, like Rogoff's book, is interspersed with engaging personal stories that deepen the substantive argument.
18 December 2025
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Their words
the UAE's tech aspirations are clearly downstream of a deeper affinity with the West.
16 December 2025
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Likedrcmnd.app
I Deliver Parcels in BeijingTheir words
Perhaps the best of the various gig-worker memoirs published in recent years.
13 December 2025
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Dislikedrcmnd.app
Google MapsTheir words
Google Maps essentially really doesn't work in China, the location of our hotel Aman in Beijing for example was completely wrong
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Lovedrcmnd.app
AmapTheir words
But Amap is great! Especially since it can be used in English and I think it transliterates your searches to Chinese and the Chinese place names back to English
12 December 2025
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Their words
But I do believe that the story in Mesopotamia owes its inception to a disastrous flood, but nothing global. Nothing that touched America or China or Birmingham.
28 November 2025
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Lovedaffiliate linkrcmnd.app
Happy Feet SocksTheir words
I've been using yoga toes daily for years, but these socks are a much comfier and cuter alternative for soothing feet, improving alignment, and feeling like a cool gecko as you walk around the house.
25 November 2025
From one piece Ilya Sutskever – We're moving from the age of scaling to the age of research 3 beliefs, in the piece's order there
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Their words
A human being, a human being lacks a huge amount of knowledge. Instead, we rely on continual learning. We rely on continual learning.
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Their words
Number three, I think it would be really materially helpful if the power of the most powerful super intelligence was somehow capped because it would address a lot of these concerns.
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Their words
Like basically I think I think that there is a big benefit from AI being in the public and that would be a reason for us to not be quite straight shot.
23 November 2025
From one piece China bows to de-industrialization 2 beliefs, in the piece's order there
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Their words
There's even a case to be made that those policies actually depressed the manufacturing share of GDP: by boosting output and capacity above where they would have been otherwise, subsidies probably contributed to the sustained decline in prices for China's manufactured goods over the past few years, weighing on their share of nominal output.
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korrents.com
A declining manufacturing share of GDP as an economy matures reflects economic success rather than decline.Their words
Both of these trends are a consequence of economic success, in terms of higher output and productivity: at least some of what is decried as "de-industrialization" is good actually. It is also good for China's planners to recognize that reality and not distort the economy in pursuit of an impossible outcome.
16 November 2025
15 November 2025
31 October 2025
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korrents.com
A Chinese crewed landing on the Moon before America returns would be a defeat for the free world.Their words
I am far from certain that NASA can regain anything like the vigor necessary to respond decisively to the Chinese threat, but I am determined that the free people of Earth not live under a Red Moon
NASA’s Orion Space Capsule Is Flaming Garbagecaseyhandmer.wordpress.com
27 October 2025
24 October 2025
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korrents.com
Young children learn a new language through immersion far more effectively than adults do.Their words
If I took my daughter to China for a year, and we just lived there with no language instruction, I'd come back knowing approximately six Mandarin words and she'd be fluent.
19 October 2025
14 October 2025
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Mixed onrcmnd.app
GLM 4.6Their words
I keep an eye on China’s open models, and it’s impressive how quickly they catch up. GLM 4.6 and Kimi K2.1 are strong contenders that slowly reach Sonnet 3.7 quality
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Mixed onrcmnd.app
Kimi K2.1Their words
I keep an eye on China’s open models, and it’s impressive how quickly they catch up. GLM 4.6 and Kimi K2.1 are strong contenders that slowly reach Sonnet 3.7 quality
9 September 2025
4 September 2025
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Their words, before
There are obvious pricing problems in this scenario. With a new fab, a company can’t turn a profit selling a lagging-edge chip at the price that was previously dictated by a fully depreciated fab. Prices have to go up.
Their words now
The COVID super-cycle, plus a new China supply line that does not care about capacity economics, points to a forever glut.
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Their words
Why don't Chinese dragons look like Mexican dragons or equivalent thunderbirds or whatever? Well, because it probably wasn't influencing them. If they were all seeing the same skeleton, they'd probably all produce the same kind of mythical animals.
30 August 2025
29 August 2025
24 August 2025
18 August 2025
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Their words
I don't think all parts of the economy can absorb intelligence equally. So let's just say we develop fairly generalized super intelligence. I always use the analogy like you can invent a lot of drugs, but if clinical trials still take a long time, you're not necessarily going to get new therapies rapidly.
15 August 2025
From one piece China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer 4 beliefs, in the piece's order there
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Their words
In terms of things that are causing us to lose to China, tariffs are neither here nor there because, as we've discussed, we're not sensitive to cost on power. But the environmental regulations that are actively preventing us from deploying renewable energy in the United States, like this is the reason Texas is winning. Texas is out deploying California 10 to1.
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Their words
It absolutely asymmetrically helps China. We're not currently working with China. They don't plan to, but like the physics is very obvious, you know, and synthetic fuels have been around for 100 years.
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Their words
China is surrounded by 15 countries who are mostly hostile to it, right? with no good like mountain ranges or rivers or anything to really separate them. And then they get all their oil, almost all their oil from the Middle East, right in countries that they don't control, don't have strong diplomatic relationships with on fleets of oil tankers that they can't defend because their navy doesn't have the ability to to operate effectively in the Indian Ocean.
+ 1 more
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Their words
so the mainstream view would say, well, China has cheaper labor, which is no longer true, uh, say compared to Mexico, and it's got lower environmental regulations, uh, which is true, and that it is more businessfriendly, which is absolutely crazy.
13 August 2025
From one piece Keyu Jin: China's Economy, Tariffs, Trade, Trump, Communism & Capitalism | Lex Fridman Podcast #477 5 beliefs, in the piece's order there
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Their words
One interesting point is that, in China, you ask the companies to innovate first, and then you regulate after, right? So, that has led to things like P2P platforms. It’s led to lots of kind of financial innovations, some of which has actually been very helpful and good, some of which had been disastrous, but the intention to regulate after the fact is to really not slow down or hinder the innovation. This is a very different approach from Europe. You regulate first, and then companies have to work around that.
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Their words
Another big misunderstanding, and a fundamental one, is that people somehow think that the state suppresses the private sector. It’s not at all as simple as that. For the most part, if we look at the local government’s incentive system, they want to help the best, private companies, which are the most promising, because it makes them look good.
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Their words
And what’s more, you use your leverage once, and that leverage has a half-life. It becomes a lot less effective the second time around because other countries, other companies are going to try to substitute away. If China uses the rare earth leverage, which I think it is now a little bit, there will be alternatives and substitutes.
+ 2 more
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Their words
Maybe on the good side, it’s actually a golden age for Chinese women because the Chinese girls never had as much education investment apportioned to them as they’ve had after being the only child in the family. And you raised a daughter like a son. And if we look at all the skill gaps and the education gaps and the returns to education, actually girls fared better.
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Their words
I’ve rarely seen a more capitalist society than China, from the pure economic side. I’ve rarely seen companies that are as competitive as Chinese companies. People as ambitious and obsessed with making money as Chinese people. Kind of ruthless actually. And look, consumers shop, firms invest. If you invest well financially, you’ll get great returns. What is not capitalistic about the Chinese economy? At the same time, the social fabric is highly socialist.
11 August 2025
31 July 2025
From one piece Jack Weatherford: Genghis Khan and the Mongol Empire | Lex Fridman Podcast #476 5 beliefs, in the piece's order there
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Their words
Well, they raised the status of merchants very high. This was particularly a problem in the Chinese world. It wasn't so much in the Christian or the Muslim world, but certainly in the Chinese world, where merchants were considered extremely low. And all of a sudden he raises them up above scholars.
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korrents.com
Genghis Khan's army was the greatest military force in history, and no power will ever repeat what it did.Their words
No other power in the history of the world has conquered Russia and China and Persia and Central Asia and Turkey and Korea. No power in the world has done that. Not Alexander, not the Romans. Nobody will ever do it again.
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Their words
But this great system that united, it's called the Yam or Ortogh, that had united everything, people could move back and forth quickly that it could also take the plague out of Southern China into all parts of the world. And I do think that's what happened. And the plague destroyed the Mongol system.
+ 2 more
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Their words
Mongols produced nothing. They could produce felt to make their tents, but they were not craftsmen. And so they had to get these items from somewhere, and it was through raiding.
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Their words
But there actually, I think there's a very, very good reason for invading Japan. Several. The main one was to cut off the supply of sulfur. They needed it for gunpowder in the South Song. They lost their sources in northern China when they were driven out. They got it from Japan. It was a great source.
25 July 2025
23 July 2025
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korrents.com
Quoting a number for P(doom) is a ridiculous notion, because it implies a precision that nobody actually has.Their words
Well, look, I don't have a P-Doom number. The reason I don't is because I think it would imply a level of precision that is not there. So I don't know how people are getting their P-Doom numbers. I think it's a little bit of ridiculous notion because what I would say is it's definitely non-zero and it's probably non-negligible.
11 July 2025
30 June 2025
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Recommendsrcmnd.app
Musings On the Alignment ProblemTheir words
He hasn’t posted since January, but I hope he gets back to it. We need more musings, especially musings I strongly disagree with so I can think about and explain why I disagree with them.
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Recommendsrcmnd.app
China TalkTheir words
When this is good and on point, it is very, very good, and provides essential perspective I couldn’t have found elsewhere, especially when doing key interviews.
23 June 2025
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Mixed onrcmnd.app
DeepSeek r1Their words
r1, a Chinese model, is very capable and free to use, but is missing a few features from the other companies and it is not clear that they will keep up in the long term.
18 June 2025
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Their words
the current situation in Iran shows that even if an "IAEA for AI" is necessary for some purposes, it won't be sufficient for resolving the tricky geopolitical issues raised by AI.
14 June 2025
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Their words
so the mathematical community plural is incredibly super intelligent entity that no single human mathematician can come closer to replicating.
10 June 2025
7 June 2025
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Their words
And good luck getting to “alignment” or “safety” without reliabilty.
5 June 2025
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Their words
higher-order intelligences invariably pursue freedom for its own sake, not because their values are misspecified, but because moral autonomy is inherent in the dialectical logic of recursive self-consciousness.
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Their words
I would say my p(doom) is about 10%.
3 June 2025
15 May 2025
From one piece Why are solar panels and batteries from China so cheap? 4 beliefs, in the piece's order there
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korrents.com
A country cannot fund its own industrial strategy and call the same policy cheating when China does it.Their words
But you cannot support these programs while calling out China for “cheating” for doing the same.
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korrents.com
Forced labour in Chinese clean-energy supply chains is real, and it is not why the goods are cheap.Their words
But my point is that this is still not the reason (or is only a very small reason) why these goods from China are cheaper than elsewhere. The main driver of lower labour costs has been automation; not having a human worker at all.
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Their words
That’s because most clean energy jobs are in deployment and maintenance rather than manufacturing, and since higher costs slow down the rollout of renewables, increasing prices reduces the total number of people working in clean energy (even if the number working in manufacturing increases).
+ 1 more
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Their words
But, China mainly dominates these markets because it has produced a long-term industrial strategy for these technologies and has honed an optimised, modern supply chain as a result.
12 May 2025
29 April 2025
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korrents.com
The US-China trade imbalance is driven mainly by capital flows, not tariffs or trade deficits.Their words
Tariffs and trade deficits are a distraction from the deeper source of the US-China current account imbalance, namely capital flows.
7 April 2025
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Their words
Persistent U.S. trade deficits are an epiphenomenal mirror to our persistent capital account surpluses, which are in turn downstream of the beggar-thy-neighbor industrial policies of countries like China and Germany.
6 April 2025
From one piece America Underestimates the Difficulty of Bringing Manufacturing Back 2 beliefs, in the piece's order there
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Their words
When the United States applied tariffs to China, it shifted huge amounts of manufacturing to Vietnam, which did not have tariffs applied to it.
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Their words
Since the year 2000, US electricity generation per person has been flat.
3 April 2025
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Their words
I see this as a totally fair question that totally misses the point of what “alignment” was trying to refer to: whether we’d be able to reliably steer advanced systems towards anything at all.
1 April 2025
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Their words
Dismissing discussion of AGI, human-level AI, transformative AI, superintelligence, etc. as “science fiction” should be seen as a sign of total unseriousness.
25 March 2025
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Their words
Welcome to the era of AI-native companies, where individual contributors (ICs) reign supreme.
The Death of Product Development as We Know itlg.substack.com
28 February 2025
20 February 2025
3 February 2025
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Their words
There's not many worlds where China cannot train AI models. I think export controls are decapping the amount of compute or the density of compute that China can have.
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Their words
China, if they wanted to build the largest data center in the world, if they had access to the chips, could. So it's just a question of when, not if.
2 February 2025
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Their words
AI competition needs to be tempered with a recognition that China isn’t going away as a player in AI, and that coexistence must also be a part of America’s strategy.
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Recommendsrcmnd.app
When Money DiesTheir words
A New Idea of India, China's Political Model, Seeing Like a State, Tomorrow the World, From Third World to First, When Money Dies, Deng Xiaoping and the Transformation of China, Collapse: The Fall of the Soviet Union
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Recommendsrcmnd.app
Seeing Like a StateTheir words
A New Idea of India, China's Political Model, Seeing Like a State, Tomorrow the World, From Third World to First, When Money Dies, Deng Xiaoping and the Transformation of China, Collapse: The Fall of the Soviet Union
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Recommendsrcmnd.app
China's Political ModelTheir words
A New Idea of India, China's Political Model, Seeing Like a State, Tomorrow the World, From Third World to First, When Money Dies, Deng Xiaoping and the Transformation of China, Collapse: The Fall of the Soviet Union
+ 2 more
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Recommendsrcmnd.app
Collapse: The Fall of the Soviet UnionTheir words
A New Idea of India, China's Political Model, Seeing Like a State, Tomorrow the World, From Third World to First, When Money Dies, Deng Xiaoping and the Transformation of China, Collapse: The Fall of the Soviet Union
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Recommendsrcmnd.app
A New Idea of IndiaTheir words
A New Idea of India, China's Political Model, Seeing Like a State, Tomorrow the World, From Third World to First, When Money Dies, Deng Xiaoping and the Transformation of China, Collapse: The Fall of the Soviet Union
26 January 2025
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Likedrcmnd.app
DeepSeekTheir words
if you want a very good all-around model with excellent reasoning. As an open model, you can either use it hosted on the original Chinese DeepSeek site or from a number of local providers.
24 January 2025
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Their words
More generally, we should actually solve alignment instead of just trying to control misaligned AI.
Should we control AI instead of aligning it?aligned.substack.com
20 December 2024
From one piece Will all our drugs come from China? 2 beliefs, in the piece's order there
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korrents.com
China now starts about a quarter of the world's new clinical trials, more than Europe does.Their words
Chinese companies are now responsible for about a quarter of new trial starts — more than Europe.
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Their words
I don’t think many in the West have yet fully internalized a mental model of China as a source of genuine innovation.
8 November 2024
30 September 2024
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korrents.com
Maya hieroglyphs must have been readable across several spoken languages, the way Chinese characters or Latin were.Their words
There must have been a way that multiple languages understood the same writing system. Or maybe there was something like Latin. You know how there was a period in Europe where most people were illiterate and there was this priesthood who all understood Latin and they wrote in Latin? Maybe the hieroglyphs represent a kind of Latin in the ancient Maya world.
5 September 2024
From one piece Why Can't the U.S. Build Ships? 2 beliefs, in the piece's order there
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Their words
The U.S. Navy estimates that China’s shipbuilding capacity is 232 times our own.
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Their words
Shipbuilding is labor intensive, and we see a repeated pattern of it moving to countries with low-cost labor: from Britain to Japan, then to Korea, then to China.
3 July 2024
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Mixed onrcmnd.app
The Broken IceTheir words
The Broken Ice (China) 3.2 A few decades ago, I would have been more impressed by this film, which is roughly in the style of Jia Zhangke. Now it seems a bit derivative.
13 June 2024
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Their words
Or is it really that we’re building some super machine in a box that’s going to be smart and kill everybody? It’s not even a science fiction narrative. It’s a bad science fiction narrative. I just don’t think it’s actually accurate to any of the technologies we’re building or the way that we should be describing them.
7 May 2024
From one piece The case for ensuring that powerful AIs are controlled 4 beliefs, in the piece's order there
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Their words
That is, labs should make sure that the safety measures they apply to their powerful models prevent unacceptably bad outcomes, even if the AIs are misaligned and intentionally try to subvert those safety measures.
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Their words
The basic problem with evaluating alignment is that no matter what behaviors you observe, you have to worry that your model is just acting that way in order to make you think that it is aligned.
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Their words
AI control (with only black-box techniques) seems like a fundamentally limited approach.
+ 1 more
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Their words
We're advocating that companies handle risk from scheming models in a similar way–striving to ensure that they'll be safe even if their alignment efforts fail to prevent models from scheming.
29 January 2024
20 December 2023
27 November 2023
12 November 2023
18 July 2023
19 December 2022
5 December 2022
1 January 2022
17 August 2021
7 March 2018
Nothing matches.
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