China and the US Are Running Different AI Races

Shaped by a different economic environment, China’s AI startups are optimizing for different customers than their US counterparts — and seeing faster industrial adoption.

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Feb 12, 2026
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China and the US Are Running Different AI Races

Shaped by a different economic environment, China’s AI startups are optimizing for different customers than their US counterparts — and seeing faster industrial adoption.

Feb 12, 2026

High-Bandwidth Memory: The Critical Gaps in US Export Controls

Modern memory architecture is vital for advanced AI systems. While the US leads in both production and innovation, significant gaps in export policy are helping China catch up.

Making Extreme AI Risk Tradeable

Traditional insurance can’t handle the extreme risks of frontier AI. Catastrophe bonds can cover the gap and compel labs to adopt tougher safety standards.

Exporting Advanced Chips Is Good for Nvidia, Not the US

The White House is betting that hardware sales will buy software loyalty — a strategy borrowed from 5G that misunderstands how AI actually works.

Dec 15, 2025

AI Could Undermine Emerging Economies

AI automation threatens to erode the “development ladder,” a foundational economic pathway that has lifted hundreds of millions out of poverty.

Dec 11, 2025

The Evidence for AI Consciousness, Today

A growing body of evidence means it’s no longer tenable to dismiss the possibility that frontier AIs are conscious.

Dec 8, 2025

AI Alignment Cannot Be Top-Down

Community Notes offers a better model — where citizens, not corporations, decide what “aligned” means.

Nov 3, 2025

AGI's Last Bottlenecks

A new framework suggests we’re already halfway to AGI. The rest of the way will mostly require business-as-usual research and engineering.

AI Will Be Your Personal Political Proxy

By learning our views and engaging on our behalf, AI could make government more representative and responsive — but not if we allow it to erode our democratic instincts.

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