I investigated China’s Secret Project and it is SHOCKING!! : Geopolitical Case study
A Think School geopolitical case study in which the presenter argues that China is running a quiet, Manhattan Project style effort to build its own computing and AI stack after US export controls. He opens with the 1945 atomic bomb story, describes the October 2022 US chip restrictions, China's mixture of experts approach, its choice to fund companies for independence rather than profit, and its energy build-out including a mountain data center and a Gobi Desert solar project. He closes with three lessons. Sponsor: Outskill, whose free 2-day live AI training is promoted mid-video. PARTIAL COVERAGE: this note is based on the opening, the sponsor segment, a section on funding and architecture, a section on geography and energy, the closing lessons and the description, and does not cover every point in the roughly 21 minute video. All claims are the presenter's own and are not independently checked or endorsed. Nothing here is financial or investment advice.
Executive Summary (TL;DR)
A Think School geopolitical case study in which the presenter argues that China is running a quiet, Manhattan Project style effort to build its own computing and AI stack after US export controls. He opens with the 1945 atomic bomb story, describes the October 2022 US chip restrictions, China's mixture of experts approach, its choice to fund companies for independence rather than profit, and its energy build-out including a mountain data center and a Gobi Desert solar project. He closes with three lessons. Sponsor: Outskill, whose free 2-day live AI training is promoted mid-video. PARTIAL COVERAGE: this note is based on the opening, the sponsor segment, a section on funding and architecture, a section on geography and energy, the closing lessons and the description, and does not cover every point in the roughly 21 minute video. All claims are the presenter's own and are not independently checked or endorsed. Nothing here is financial or investment advice.