US-China - Interconnected

Topics: AI• US-China•

From Race to Co-opetition

How I plan to write about US-China AI going forward

Topics: ByteDance• US-China•

The TikTok Template

Not a one-off deal, but a sign of things to come.

Topics: US-China•

($) P(Grand Bargain) = 55%

A US-China deal is the appropriate season finale for a reality TV, “deal junkie” president

Topics: US-China•

Contours of a US-China Tech Grand Bargain

The first (known) phone call between Trump and Xi since the inauguration finally happened this week. Soon after the call, the new round of negotiation will take place in London on Monday, June 9th. A new wrinkle is added to the negotiation dynamic – Commerce

Topics: AI• US-China• Mr. Market•

($) Manus vs Gemini vs GPT: the Junior Stock Analyst

Topics: US-China• AI• Scaling Law•

What Does Hitting Scaling Law Limit Mean for US-China AI Competition

Less effective export control, less doomsday scenario

Topics: US-China•

See the World Accurately

Updated thoughts on the US, China, and US-China

Topics: AI• US-China•

3x3 AI Video Matchup: US vs China

The Paris Olympics may be over, but who says heated competition in bizarrely mutated sporting events only seen at the Olympics fueled by irrationally intense nationalism should stop? As a lifelong basketball fan, one of the more bizarrely mutated Olympic events is 3x3 basketball.