Earlier quoted context omitted.
"However, in the long term 15-20 years, I would imagine, China would have fully caught up with the US particularly on semiconductor design and fabrication. Once that happens, the dominance of the US tech stack will start to falter and eventually erode away. " Are you assuming the U.S. will sit stagnant during these 15-20 years? If China is 15-20 years behind currently, I doubt they will ever be at parity. Their best…
Apparently China is already leading the world as far as AI goes (I first saw this in Mary Meeker’s internet report this year I think it was and she usually links to the research in her slides). I read somewhere that Chinese scientists found it easier to get Chinese government funding for bold and ambitious research (and I imagine they’d also have other “advantages” given how the country is governed). So I wouldn’t be…
The top Chinese talents (e.g. Kaming He, Fei Fei Li etc) all chose to move to the US. AFAIK, there are no Chinese institutions that employ elite foreign AI researchers. The US universities and companies still lead with a large margin in terms of high impact publications in NIPS, ICML, CVPR etc.