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1:09:48ENChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.Presenta: Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.
1:24:57ENA 50,000-GPU cap and a 1,700-chip loopholePresenta: Jacob EffronSemiAnalysis founder Dylan Patel walks through the AI diffusion rule, China’s compute squeeze, and how xAI stood up a 100,000-GPU cluster in a closed Memphis appliance factory.
1:23:56ENA Three-Month Window: The AI 2027 Authors on Superhuman Coders, Faked Alignment and Who Ends Up in ControlPresenta: Jacob EffronDaniel Kokotajlo and Thomas Larsen walk through their AI 2027 scenario, where they disagree on timelines and alignment, and what they think governments and the public should do.
1:12:15ENThe Open-Model Vibe Check: China, Containment, and the Data MoatPresenta: Jacob EffronJacob Effron and guests debate Chinese open-weight models, distillation, containment policy, the OpenAI–Hugging Face incident, and Cursor's data advantage.








