China's Role in A.I. Supremacy 🀄️
China's Role in A.I. Supremacy 🀄️
Special Edition: 🧧 It's time to really try to understand China better. - List of top China Newsletters on Substacks. 🐉
Hello Everyone,
So 2024 begins a period of human history where the AI-arms race and the regional superpower battle for A.I. Supremacy takes on distinctly Chinese characteristics.
I’ve always been fascinated by the technological race between the U.S. and China, and nowhere is this more evident than in Artificial Intelligence. This is part of the reason why this publication is called A.I. Supremacy.
That being said, Substack is incredible for its coverage of China, with data, stories and perspectives that are difficult to impossible to find in the mainstream media or elsewhere.
I believe that to understand China’s full capabilities in A.I., it’s important to understand China’s larger contexts: leadership, politics, trends and its macroeconomic situation at all times. I often find myself reading China, national defense and related geopolitical Newsletters for additional info.
In 2024, China faces multiple challenges both internal and external, and a shocking real-estate crisis, high youth unemployment rates, a significant withdrawal of foreign investment, geopolitical alliance opposition and of course various U.S. sanctions on A.I. chips among many other issues too numerous to name here including recent and apparent deflation.
GDP for the last three months of 2023 rose by 5.2%, according to China’s National Bureau of Statistics. Though in the West many analysts and economists admit these numbers are unlikely to be accurate considering the bulk of all the other data we have. I agree with some analysts that believe the 2024 to 2029 period marks the most dangerous period in geopolitical conflict since the Second World War, or in roughly 80 years, or four entire generations.
Never before have I watched more YouTube material or read more papers and Newsletters about China, as I am doing and will continue to do so as in 2024. The geopolitical environment for conflicts this year appears dire. Even OpenAI ostensibly removed a ban on military use of its AI tools. This shocked me.
I’m not a huge fan of the World Economic Forum, but at Davos this year the tense environment is real. The international community is rightfully anxious over the potential invasion of Taiwan and the stress on global systems by the collision of these two superpowers.
I wanted to let you listen to Jake Sullivan at Davos, because I believe what he summarizes is important. A Special Address by Jake Sullivan, link. Jake is the current White House National Security Advisor to the POTUS.
A Special Address by Jake Sullivan, United States National Security Advisor | Davos 2024
Video is embedded (not YouTube link)
In this special issue of A.I. Supremacy, I’m going to list several of the best Substacks related to China so we can better understand this unique moment in history.
The relationship between the U.S. and China will incentivize how Generative A.I., robotics and other emerging technologies develop globally. Including AI in military systems, drones and weapons.
China Coverage on Substack
Since the first Substacker,
of started to write about China here, Substack has become the world leading destination for insights on China by scholars, insiders, essayists, renowened journalists, professors and so forth. Bill Bishop has been on Substack for more than six years. His Newsletter reaches nearly 200,000 readers. Let’s try to unpack more of the great Newsletters related to China insights. Bill Bishop is also a generous early investor in Substack.There is another great irony about all of this, the forefather of Newsletters and part of the inspiration for Substack, Ben Thompson, lives in Taiwan itself. He may or may not be an occasional reader of this Newsletter.
1. Sinocism 🌸
Recently:
China’s Political Discourse October 2023: BRI Forum, Li Keqiang, Feminism with a Socialist Character
Networks:
It’s important to navigate and see who follows who in these academic and scholarly specialized niches, to better understand them. Substack Notes allows for network mapping that’s rather sophisticated to better understand a niche. This can help find credible sources to follow: https://substack.com/@sinocism/following
Follow Bill on X.
2. ChinaTalk 🐼
Recent Edition:
2023 in Review - with contributions by others like
Network:
https://substack.com/@chinatalk/following
Follow on YouTube
3. Pekingnology 🏮
Recent Edition:
Network:
https://substack.com/@pekingnology/following
🌏 Importance of Global Perspectives
Thank you to Substack for hosting incredible insights about China from all perspectives. The list continues…
One of the more interesting Panels at Davos 2024 related to our topic is the following that I highly recommend:
"The Expanding Universe of Generative Models"
A panel on AI at the World Economic Forum earlier today with Kai-Fu Lee, Daphne Koller, Andrew Ng, Aidan Gomez, and Yann LeCun
KFL in March, 2023 launched a company called 01.AI, while Cohere is one of the most underrated Generative AI startups in the world.
Back to our list of top China Insight Newsletters. China faces unprecedented headwinds both economically, in semiconductors, geopolitically and from the U.S. directly in 2024, and thus I believe the future of A.I. itself may begin to be impacted.
4. ChinAI Newsletter 🎎
ChinAI Newsletter by
Book Alert:
“Technology and the Rise of Great Powers: How Diffusion Shapes Economic Competition”
Preorder it on Amazon. (I do not know JD).
Recent Edition:
ChinAI #250: LLMs summarize China's 2023 in one word
Network:
❄️ Special Offer to Go Paid 🌨️🧊☕️⛄️
This offer expires after January, 2024 and is only viable for annual plans.
That amounts to $60 a year, a $5 a month price.
I rarely do discount promotions and I’ve never done anything like this.
WHY FOLLOW INSIGHTS ON CHINA?
Why follow China Newsletters? To help gain the geopolitical insights that might determine the winners and the losers in A.I., technology, the global economy and the next world order. For American readers, the digital invasion of consumer apps like TikTok (not just Dancing💃) and Temu (E-commerce) might just be the beginning.
It’s not clear if Americans can roll-back economic development in China enough to reduce China’s ability to innovate faster than they can.
The United States appears bent on trying to prevent China from becoming a regional hegemony in Asia and a global power that is a strategic peer rival.
This makes actually understanding China and its intent (so far as that is possible), an important area of study in the field of A.I. and emerging tech.
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