Yet nobody is building the I-O equivalent for AI compute governance.
I’m kind of skeptical that the data exists to create a good input-output model for AI chip export controls. For example, we know very little about which companies (especially in China) rent which AI chips from which cloud providers, and in which volumes; about any of the substation elasticities; or about smuggling volumes. We know more about AI chip sales now, but still little about which companies are buying them. But I’d be very interested in knowing if I’m wrong about this lack of data being a problem for input-output models?
Also, I feel quite confident, based on style, that this post was at least partially AI-written, in a way that made me like it less and take it less seriously. Make of that what you will!
I’m kind of skeptical that the data exists to create a good input-output model for AI chip export controls. For example, we know very little about which companies (especially in China) rent which AI chips from which cloud providers, and in which volumes; about any of the substation elasticities; or about smuggling volumes. We know more about AI chip sales now, but still little about which companies are buying them. But I’d be very interested in knowing if I’m wrong about this lack of data being a problem for input-output models?
Also, I feel quite confident, based on style, that this post was at least partially AI-written, in a way that made me like it less and take it less seriously. Make of that what you will!