AI Dynamics

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Geopolitical Competition and Technical Strategies in the AI Landscape

TLDR: → US leads AI via chip access (NVIDIA, TSMC, ASML)
→ China keeps pace via smuggling + "distillation attacks" on US models
→ 2028 fork: US locks 12-24 month lead, or China hits parity and sets global AI norms
→ Anthropic wants Congress to criminalize the attacks

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