The Make-Everything Economy: China, AI and What Comes Next| Damien Ma | Keris & Silicon
Keris & SiliconShow Notes
China makes most of the world's solar panels, installs most of its industrial robots and refines most of its rare earths, and still governs like a country that doesn't have enough.
Damien Ma, Director of Carnegie China, has spent twenty years reading Beijing's five-year plans. His argument: look at what China thinks it's short of, not what it's ambitious for.
Why Chinese labs aren't chasing AGI. Why the theft accusation is mostly cope. And what you do when China matches the frontier and stays 30% cheaper.
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