Gladstone AI CTO @harris_edouard on how China’s compute scarcity could push Beijing toward a different path to superintelligence than the US assumes: "The levers of power are in the hands of one guy. It comes down to, does this one guy believe that this is a genuine risk at the maximum level of national priority? Xi has made comments to this effect." "Partly because they are starved for compute relative to us, they are not quite as focused on you're gonna scale deep learning to the max. There…

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A meaningful U.S.-China deal on AI pacing is probably going to be messier than most people think. We spoke to a dozen current and former diplomats who've led arms control negotiations with China and Russia to understand what it would take to get there. Full report below.