
🏁 The Great AI Race as a clash over compute: my interview with analyst Ryan Fedasiuk
My fellow pro-growth/progress/abundance Up Wingers in America and around the world: The AI race between America and China isn’t just about whose AI models are at the frontier or get adopted most widely. Today on Faster, Please! — The Podcast , I am joined by Ryan Fedasiuk , a fellow at AEI and the author of the Substack Choosing Victory , where he focuses on US-China relations, technology, and national power. He’s also an adjunct assistant professor at Georgetown University. Recently, Fedasiuk has written about the US-China AI race, and while much of the debate has focused on the models themselves, Fedasiuk is focused on the role of compute in shaping the global balance of power, which is also the subject of a new report, Voltcraft: Industrial Competition in the Age of AI . We discuss the speed at which AI capabilities are improving, the dimensions of the US-China AI race, and why Fedasiuk thinks compute will be central to that competition. We also discuss a global US strategy and, as AI abilities increase, what role the American government could play in ensuring safety. In This Episode: * How Fast Is AI Moving? (0:54) * The US-China AI Race (7:08) * The Future of the AI Industry (12:42) * The Compute Race (17:04) * Expanding US AI Infrastructure Abroad (22:05) * Geopolitics and National Security (25:10) A lightly edited transcript of our conversation will appear in my Week in Review issue on Saturday. (Another option is using the Substack auto transcript function.) But here are some edited highlights from the chat: On the pace of AI progress… At least according to definitions circa the late 2010s, we’re living through what I would describe as a fast takeoff. We have, as far as I am concerned, artificial general intelligence capable of meeting the performance of human beings or exceeding it at most tasks. And I think that things are only likely to improve from here. On the US-China AI race… We are obviously living through this uncertainty. When Mythos was unveiled on April 6, I think it sent a real tremor through the Chinese national security apparatus and kind of a moment of, “What is this? What do the Americans have? What is this system capable of achieving? When can we produce our own?” On why compute is critical… The fact is that to make the most out of frontier AI and to run it at scale, you still need tons of devices that turn electricity into tokens. You still need tons of compute. And really, I think the name of the game is going to be who can build and install computational power around the world. On why America needs to export its compute… If compute is the substrate of the global intelligence economy, we want to make sure that it’s US-designed compute that other countries are choosing to buy and install rather than compute manufactured in China. On who should get access to American compute… If we can expect the developer ecosystem in Singapore is going to take off like wildfire and start building and using a lot of AI applications, maybe we want to make sure that Singaporeans are building on American compute ASAP before China’s compute becomes a viable alternative that could serve that market. Maybe we want to make sure that that market is served even before certain constituencies in Des Moines. On government intervention in frontier AI labs… I think that we are already seeing some shadow of this, even if it isn’t declared. I think we will likely see a continued molding and merging of private sector capability with the resources and infrastructure of the national security enterprise. On sale everywhere: The Conservative Futurist: How To Create the Sci-Fi World We Were Promised This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit fasterplease.substack.com/subscribe














