Our views on the AI competition between the US and China.
Right in the middle of Trump’s official trip to China, Anthropic decided to publish a policy paper that goes beyond just throwing caution to the wind. It tries to gauge US-China AI competition and how it will unravel by 2028, ultimately arguing for stronger American control over cutting-edge tech exports to China. Why is Anthropic
Unmasking how the "China AI threat" is a narrative built to inflate valuations and secure subsidies while China focuses on real-world industrial automation.
Nvidia H200 sales cleared but stalled; Americans opposed AI data centers; Meta planned layoffs; plus much more.
Anthropic refused China access to Mythos; Cerebras and Cowboy Space pushed AI compute bigger; Recursive Superintelligence raised $650M; plus much more.
Anthropic made its case for freezing China out of the AI race as much as possible in a new policy paper. The company warned that letting China...
Transformer Weekly: US-China talks, AI executive order, and Anthropic’s $900b valuation