While I was in Beijing, I also met with some top venture capitalists and technologists. I again can’t say too much about it. I just want to say that there’s quiet confidence throughout all, among all the people in China, whether it was academic scientists, technologists, investors, venture capitalists, business people, just quiet confidence that nothing the outside world, specifically the U. S., can do is really going to stop the rise of China.
And in particular, a lot of conversation was about AI and the chip war. And there’s a sense of quiet confidence here that China’s going to get the AI training done that it needs to do. It’s not going to fall way behind in the race for AGI or ASI. There are government national level plans in place to build the data centers, to produce domestically the chips necessary to run those data centers, to power those data centers, and to stay abreast of developments in AI and also in frontier chip manufacturing.
Let’s just say that there’s quiet confidence here. That, you know, they may not fully catch up. They may not get their EUV machine for some number of years, but they’re not really worried. And so, and many people have said to me that the very stupid Biden Jake Sullivan chip war against China has only helped Chinese companies. This is something I’ve discussed in other podcasts, when the U. S. cuts off access for Chinese companies to key products and technologies used in the semiconductor supply chain from the U. S. and say Dutch companies like ASML, Japanese companies as well. When the U. S. starts to threaten that, it only causes a coalescence of effort here in China. It creates a necessary coordination of effort here that then lets the Chinese supply chain ecosystem for semiconductors advance very rapidly.
And so it was, it was a stupid policy by the Biden administration. And it was also based on a miscalibrated estimate of how fast we were going to get to AGI. They thought, Oh, if we just, if we just kneecap the Chinese right now, since we’re AGI is right around the corner, this will let America get to super AGI and the Chinese will be behind and then they’ll be screwed. And it doesn’t look like it’s playing out that way. Let’s just put it that way.
I can’t say much more about the details of what I learned on this trip.
But I think quiet confidence and a sense of inevitability in that sector, but across all sectors here.
1. The mafia tendencies (careerist groups working together out of self-interest and not to advance science itself) are present in the West as well these days. In fact the term was first used in this way by Italian academics.
2. They’re not against big breakthroughs in PRC, esp. obvious ones. The bureaucracy bases promotions, raises, etc. on metrics like publications in top journals, cititations, … However there are very obvious wins that they will go after in a coordinated way—including AI, semiconductors, new energy tech, etc.
3. I could be described as a China hawk in that I’ve been pointing to a US-China competition as unavoidable for over a decade. But I think I have more realistic views about what is happening in PRC than most China hawks. I also try to focus on simple descriptive analysis rather than getting distracted by normative midwit stuff.
4. There is coordinated planning btw govt and industry in PRC to stay at the frontier in AI/AGI/ASI. They are less susceptible to “visionaries” (ie grifters) so you’ll find fewer doomers or singularitarians, etc. Certainly not in the top govt positions. The quiet confidence I mentioned extends to AI, not just semiconductors and other key technologies.”
I think that Gwern is acting as somewhat lossy reflection of what Hsu actually said. (https://www.manifold1.com/episodes/letter-from-shanghai-reflections-on-china-in-2024-73/transcript):
Hsu clarified his position on my thread here:
“Clarifications:
1. The mafia tendencies (careerist groups working together out of self-interest and not to advance science itself) are present in the West as well these days. In fact the term was first used in this way by Italian academics.
2. They’re not against big breakthroughs in PRC, esp. obvious ones. The bureaucracy bases promotions, raises, etc. on metrics like publications in top journals, cititations, … However there are very obvious wins that they will go after in a coordinated way—including AI, semiconductors, new energy tech, etc.
3. I could be described as a China hawk in that I’ve been pointing to a US-China competition as unavoidable for over a decade. But I think I have more realistic views about what is happening in PRC than most China hawks. I also try to focus on simple descriptive analysis rather than getting distracted by normative midwit stuff.
4. There is coordinated planning btw govt and industry in PRC to stay at the frontier in AI/AGI/ASI. They are less susceptible to “visionaries” (ie grifters) so you’ll find fewer doomers or singularitarians, etc. Certainly not in the top govt positions. The quiet confidence I mentioned extends to AI, not just semiconductors and other key technologies.”