🏁 The Great AI Race as a clash over compute: my interview with analyst Ryan Fedasiuk

My fellow pro-growth/progress/abundance Up Wingers in America and around the world:

The AI race between America and China isn’t just about whose AI models are at the frontier or get adopted most widely. Today on Faster, Please! — The Podcast, I am joined by Ryan Fedasiuk, a fellow at AEI and the author of the Substack Choosing Victory, where he focuses on US-China relations, technology, and national power. He’s also an adjunct assistant professor at Georgetown University.

Recently, Fedasiuk has written about the US-China AI race, and while much of the debate has focused on the models themselves, Fedasiuk is focused on the role of compute in shaping the global balance of power, which is also the subject of a new report, Voltcraft: Industrial Competition in the Age of AI.

We discuss the speed at which AI capabilities are improving, the dimensions of the US-China AI race, and why Fedasiuk thinks compute will be central to that competition. We also discuss a global US strategy and, as AI abilities increase, what role the American government could play in ensuring safety.

In This Episode:

* How Fast Is AI Moving? (0:54)

* The US-China AI Race (7:08)

* The Future of the AI Industry (12:42)

* The Compute Race (17:04)

* Expanding US AI Infrastructure Abroad (22:05)

* Geopolitics and National Security (25:10)

A lightly edited transcript of our conversation will appear in my Week in Review issue on Saturday. (Another option is using the Substack auto transcript function.)