NVIDIA CEO Jensen Huang on AI developement: “China is way ahead on energy”. China's advantages: → Competitive on infrastructure and AI models → Open source models are way ahead → AI applications are are fast moving

US strengths: → Better overall AI models → Leading on chip technology → Strong foundational research Jensen Huang's concern? "I hope American companies and society will be fast at adopting AI applications."

Chinese society is quick at adopting new technologies and does not regulate heavily. Jensen believes that ultimately this AI industrial revolution wins at the application layer. My takeaway: It reminds me of something I heard from a podcast in 2019.

Lux Capital Co-Founder and Partner Josh Wolfe highlighted: “China lacks something that we have, and because they lack it, they will be ascendent. What they lack is the ethics and regulatory apparatus that slows things down in the western world.

China prioritizes the group over the individual, America prioritizes the individual over the group.” 50% of all AI graduates today are coming from China. The West needs to invest heavily in energy infrastructure and cultivate domestic AI talent at scale to stay competitive.