A recommended strategy suggests the United States should sell artificial intelligence chips to China and reinvest the revenue into domestic solar panel and battery manufacturing. This plan would combine expanded energy output with American strengths in robotic labor, immigrant leadership, and land. However, an aggressive AI race mentality has taken hold, prioritizing decapitating strike capabilities over sustainable infrastructure. Tensions have now surged further following the state takeover of NVIDIA, stoking immediate fears of a third world war.
Key points
Expanding domestic power generation is critical because advanced computing power depends…: Expanding domestic power generation is critical because advanced computing power depends directly on available electricity.
Pursuing an artificial intelligence first strike poses existential risks while facing pra…: Pursuing an artificial intelligence first strike poses existential risks while facing practical hurdles against massive drone and steel production.
Policymakers are prioritizing immediate capability matching over long-term technological…: Policymakers are prioritizing immediate capability matching over long-term technological and infrastructural balancing.
Sources checked by our analysis pipeline: 1
Internalize this graph, we post it on this blog a lot. If trends continue, China will have 10x the electricity of the US in 10 years. Whenever you think about geopolitical strategy, always keep it in mind, because whatever your plans are must consider this.
Here’s a strategy that would make sense for America long term. Sell as many AI chips into China as possible, use the money to purchase solar panel and battery factories, and build out electricity capacity as quickly as possible. Fundamentally, compute is a function of electricity. That’s the sort of long term thinking that gives America a chance. With robotic labor, immigrants like Jensen and Elon, a business friendly culture, and an incredible chunk of land, it’s not so clear who is ahead in 50 years. Regardless, I do know this strategy would lead to massive prosperity for the citizens of both countries.
However, that’s not close to what we see happening. We see a lot of short term zero sum thinking in action. It’s very scary what the US “AI race” mentality leads to.…
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