What If China's AI Gets Recursive Self-Improvement First | MTS Live
Episode description
Peter Wildeford joins MTS to discuss AI compute supply constraints, US export controls on semiconductors, and the path to recursive self-improvement in AI systems. Go and query the notes from this episode here: https://notes.granola.ai/t/7997d21c-4eb9-4f76-85e4-95be820e094f-009c2hma. Granola is the official note-taking partner of MTS.
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Timestamps:
00:00) Introduction
(00:04) Future Token Supply And Demand
(00:11) The Irony Of Recursive Self-Improvement
(00:14) Physical Bottlenecks In Data Centers
(00:17) Huawei Progress And Chip Smuggling
(00:22) National Security And Government Oversight
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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.