Inside the AI Cold War: Why Compute, Power, and Chips Decide Everything w/ @Potrock_ @FloodCapital China is only 4–6 months behind the frontier labs. And their open-source models are catching up even faster. This is why the White House now treats AI like a Manhattan Project–level national priority. Tun in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:29 – Why Google Is Spiking 03:18 – TPUs vs GPUs 06:38 – Specialized Models & Chips 09:00 – Is AI a Bubble? 14:39 – The Power Bottleneck 16:15 – RAM Prices Exploding 18:35 – Government Steps In 23:27 – U.S. vs China AI Race 26:53 – How Fast China Is Catching Up 33:31 – Are Models Hitting a Wall? 37:01 – Specialized vs General AI 40:01 – Robots Meet AI
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