4.0

A thoughtful reflection on the current state of AI in the US and China by someone close to it.

Highlights
- the insight into China's startup culture and how it contrasts with the United States'. Chinese companies tend to "go heavy", investing in and controlling all parts of the user experience. American companies tend to go light. Good stories and examples - Groupon, Danping, Yelp, Meituan, etc.
- the stages of AI - discovery vs exploration and implementation - and why China has an edge over the USA in the implementation
- Analysis on what the growth of AI could mean outside of US and China
- The idea of a social stipend - in addition to retraining, reducing work hours or re-educating workers

Lowlights
- Kai Fu Lee appears convinced of the benefits of China's startups' approach. It's not clear to me from the examples he provides. The "light" or "heavy" models are market-specific. For example, it is likely more expensive and less valuable to run a heavy model in the US vs, say China.
- There's a romantic view of AI towards the end - a vision of humans co-existing with AI. Agreeable in theory, but market forces are likely to take charge here. It will be the battle of the billionaires all over again, as it was for the railroads.