Uploaded August 2026 | Updated September 2026, 2 weeks ago
The AI sector is now worth more than America's entire GDP. China is spending one-tenth as much on computing and getting 97% as good. And the chip embargo? Completely and utterly backfired. Alvin Graylin returned from the World AI Conference, where Xi Jinping gave the opening keynote with one message: the US is playing the wrong game, using the wrong strategy, at the worst possible time.
-- China has 200+ humanoid robot companies. Global humanoid volume last year: tens of thousands.
-- US-China AI safety dialogues happen September 24 in DC.
-- China’s leadership has historically been more technocratic and engineering-trained vs. America's majority politicians are lawyers.
-- Chinese open weight models went from 2% to 61% of global open router traffic in two years. Qwen alone has 700M+ downloads and 180,000 derivative models.
Watch the episode: youtu.be/Slle5_AxBzs
The AI sector is now worth more than America's entire GDP. China is spending one-tenth as much on computing and getting 97% as good. And the chip embargo? Completely and utterly backfired. Alvin Graylin returned from the World AI Conference, where Xi Jinping gave the opening keynote with one message: the US is playing the wrong game, using the wrong strategy, at the worst possible time.
-- China has 200+ humanoid robot companies. Global humanoid volume last year: tens of thousands.
-- US-China AI safety dialogues happen September 24 in DC.
-- China’s leadership has historically been more technocratic and engineering-trained vs. America's majority politicians are lawyers.
-- Chinese open weight models went from 2% to 61% of global open router traffic in two years. Qwen alone has 700M+ downloads and 180,000 derivative models.
Watch the episode: youtu.be/Slle5_AxBzs
