Part 8/12:
Ang expressed deep concern about the United States’ position in the global AI race. He warns that current policies, especially those stifling open-source models, could hinder America’s technological leadership. While China has pulled ahead in releasing open-weight models accessible globally, the U.S. maintains a strategic advantage with more advanced closed models, but the gap could widen if investment doesn’t increase.
He also addressed the geopolitical risks tied to semiconductor supply chains, emphasizing that reliance on Taiwanese chipmakers—like TSMC—poses vulnerabilities. Disruptions in Taiwan could severely impact U.S. AI capabilities, underscoring the need for diversified supply chains and increased domestic semiconductor manufacturing.