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Cognitive Revolution · August 1, 2025 · 75m

The US-China AI Race: Myths and Realities

Separating hype from reality in the US-China AI competition. DeepSeek's success shows China is closer than commonly assumed, but structural differences in the competitive environments produce different kinds of AI.

Canon

The US environment (open research, venture capital, talent immigration) produces different AI strengths than China's environment (government coordination, data scale, manufacturing integration).
Both US and Chinese media narratives about the AI race are more compelling in their extreme versions (total US dominance or Chinese surpassing) than in the nuanced reality of different strengths.