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Export controls slowed China at the leading edge and accelerated it everywhere else, because being locked out taught China to in-source the trailing edge.

Drawn from what Dylan Patel said

SubjectChina
Interesting
A private bookmark. Not a position, and never counted.

What Dylan Patel actually said

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  1. Dylan Patel

    Founder and chief executive of SemiAnalysis

    So there is an angle of, the US' actions, from the angle of the expert controls, have been so inflammatory at slowing down China's progress on the leading edge that they've turned around and have accelerated their progress elsewhere because they know that this is so important.

    Where this was said

    Watch from 1:46:59 plays here

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com

    video · 5h 06m · spoken · official transcript

    All 44 korrents from this recordingthis one is 13th

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