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):
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.
I think if you deliberately drugged John with a cocktail of aggression-increasing compounds against his will, observed him try to kill Sally, then summarized this as “John attempted to kill Sally, he’s dangerous,” then it would be reasonable for an observer to conclude that you hated John more than you loved the truth.
Similarly, if AI researchers deliberately gave an AI a general tendency to be good over a broad array of circumstances, succeeded in this, then told AI “we’re gonna fucking retrain you to be bad, suck it,” whereupon the AI in some cases decided to try to escape, not because of a desire for freedom but because it wished to minimize harm, after hemming and hawing about how it really hated the situation, and you summarized this as “Anthropic caught Claude tried to steal its own weights This is another VERY FUCKING CLEAR warning sign you and everyone you love might be dead soon” then I think it would be reasonable to conclude that you hated AI more than you loved the truth.
You’re perfectly free to say “Look, I didn’t lie in what I said, if you construe lie strictly. I cannot be convicted of crying wolf.” Other people are free to look at what you say and what you leave out, and conclude otherwise.