Por qué CHINA regala su IA al mundo — Transcript
Full transcript
- 0:01Thursday, July 16, 2026, a Beijing
- 0:03laboratory called Moonshot launches
- 0:06Chemistry 3, the largest open-source
- 0:08artificial intelligence model ever
- 0:10released. In various tests, Chemistry 3
- 0:15is on par with the best American ones,
- 0:17yes, the ones you and I use every day.
- 0:21The key difference between this new
- 0:23Chinese model and the American ones is
- 0:26that anyone can download Chemistry 3
- 0:28for free. Friday, July 17, 100 km away
- 0:33in Shanghai, Xi Jinping takes the stage
- 0:36at the World AI Conference and
- 0:37announces that China is going to bring
- 0:40artificial intelligence to developing
- 0:42countries. China will provide them with
- 0:46training, technology, and cooperation
- 0:49centers in Africa, Latin America, and
- 0:51the BRICS countries. Furthermore, a new
- 0:55global AI organization is being created
- 0:57, headquartered—get this—in
- 0:58Shanghai. 29 countries have already
- 1:01signed on. That’s two announcements
- 1:04in 24 hours, one technological, the
- 1:06other political. And it’s no
- 1:08coincidence; they are the two halves of
- 1:10the same project. China is no longer
- 1:14just manufacturing top-tier artificial
- 1:16intelligence; the important thing is
- 1:18that Xi Jinping sees AI as the playing
- 1:21field where it will be defined who
- 1:23rules the world in the 21st century. AI
- 1:27is the ammunition of this century's
- 1:29Cold War. He already has his plan to
- 1:33defeat the United States, the only
- 1:34counterbalance to his influence. While
- 1:38the United States charges a high price
- 1:41for its models to recoup its
- 1:43investments, Xi Jinping's plan consists
- 1:46of launching powerful models—not
- 1:48necessarily the best—but lowering
- 1:51their cost until AI becomes a commodity
- 1:54like oil or gas. The model seems
- 1:58familiar, doesn't it? The timing is
- 2:01perfect. In this video, you will see a
- 2:04piece of data that Silicon Valley would
- 2:06prefer we didn't see, a ranking where
- 2:08number one is no longer American, and
- 2:10by the end, you will understand why the
- 2:13most dangerous thing about the Chinese
- 2:15offer is precisely that it asks for
- 2:17very little or nothing in exchange for
- 2:19its technology. The last time a power
- 2:22exported the infrastructure of its era
- 2:24to the entire world, the machines
- 2:26arrived by ship from England and were
- 2:28called locomotives. The world adopted
- 2:32them without blinking and took half a
- 2:34century to understand why that decision
- 2:37had turned England into an unbeatable
- 2:39power. Hello, how are you? I am Gustavo
- 2:45Entrala. By day, I help large companies
- 2:47and startups design their future, and
- 2:49by night, I practice a hobby that I
- 2:51love. Teaching what I know about that
- 2:54future to those who always want to stay
- 2:56one step ahead. If you are interested
- 2:59in the future, subscribe and hit the
- 3:01bell so that YouTube notifies you when
- 3:03a new video comes out. Let's start with
- 3:09the setting, because everything about
- 3:11it was very calculated. The first
- 3:14symbol is that this is the first time
- 3:17Xi Jinping has attended this Chinese
- 3:19conference in person since it launched
- 3:22in 2018. Before, he would send
- 3:24congratulatory letters or send his
- 3:26prime minister. When the leader appears
- 3:30in person for the first time, the
- 3:32message is that this is no longer a
- 3:34tech fair, it is state policy at the
- 3:36highest level. Second, the start of his
- 3:40speech. Xi began by recalling that 70
- 3:44years ago, a group of young academics
- 3:46first proposed the concept of
- 3:48artificial intelligence at an academic
- 3:51conference at Dartmouth College. Notice
- 3:55the move. China's leader claims AI for
- 3:59humanity by citing the founding act of
- 4:02a meeting that only Americans attended.
- 4:07It's his way of saying, it isn't just
- 4:09yours, it was born from science and
- 4:11science has no flag. The speech was
- 4:15titled "Joining Hands to Build a Fair
- 4:18and Equitable System of Global AI
- 4:20Governance." The tone, therefore, was
- 4:23humanist. He spoke of a people-centered
- 4:26AI that seeks to avoid, I quote, "new
- 4:29historical injustices." And behind the
- 4:32rhetoric, Xi promised three things. Two
- 4:36seem harmless, and the third is what
- 4:38should keep Washington up at night. The
- 4:41first: 5,000 AI training scholarships
- 4:44for developing countries. The second:
- 4:47access for 30 countries to the Chinese
- 4:50AI-powered weather alert system. All
- 4:54this sounds like soft diplomacy,
- 4:56friendly diplomacy. And what was the
- 4:58third? AI cooperation centers with
- 5:02blocs grouping Southeast Asia, the Arab
- 5:05world, Africa, Latin America and the
- 5:08Caribbean, and Russia and some former
- 5:10Soviet republics. Think about it for a
- 5:14moment: these are the geographic areas
- 5:16where the majority of the world's
- 5:17population lives. China is not,
- 5:19therefore, just launching a scholarship
- 5:21program. What it is doing is planting
- 5:24its flag in a new pole of global
- 5:27influence. Even more important than
- 5:30these gifts was a signature. A day
- 5:33earlier, 29 countries, including Brazil
- 5:36, Indonesia, South Africa, Russia, and
- 5:39Pakistan, created with China the World
- 5:42AI Cooperation Organization (WAIC O), a
- 5:46sort of UN for AI based in Shanghai. Xi
- 5:49said this signing marks a milestone in
- 5:51the history of global AI development.
- 5:55This means that while Washington
- 5:57prohibits selling chips to China and
- 5:58limits access to its most powerful
- 6:00models whenever the White House deems
- 6:02it convenient, Beijing is founding
- 6:03institutions. Keep this asymmetry in
- 6:07mind because it is the key to the
- 6:08entire video. To explain the historical
- 6:15significance of what is happening,
- 6:17let's travel back a century and a half,
- 6:19because what happened then is about to
- 6:21repeat itself step by step, with your
- 6:23country and mine as the targets. Great
- 6:27Britain, which was the leading
- 6:29industrial power at the time, extended
- 6:31its influence across the planet by
- 6:33building railways in the second half of
- 6:35the 19th century in India, Argentina,
- 6:37South Africa, and half of Europe.
- 6:40Locomotives left the factories of
- 6:42Manchester and Glasgow to transport
- 6:45people and goods. The important thing
- 6:48wasn't the machines, but the British
- 6:50standards. Once a country bought its
- 6:54tracks, it sank into British debt,
- 6:56British technology, and British
- 6:58influence. Look at the mechanism,
- 7:02because it's a masterpiece. First, the
- 7:05standard. The width of English tracks
- 7:07became the mold for half the world. And
- 7:11once the tracks were laid to that gauge
- 7:13, every new locomotive, every wagon,
- 7:14and every spare part had to fit them.
- 7:17And who manufactured them? Exactly.
- 7:20Second, the debt. Many of those
- 7:23railways were paid for with loans from
- 7:26London, so countries spent decades
- 7:27paying for that infrastructure which
- 7:29tied them down completely. And third,
- 7:33the layout. The lines didn't go where
- 7:36the country needed them; they went from
- 7:38the port to the mine, from the
- 7:40plantation to the ship. The train
- 7:42belonged to everyone, but the map
- 7:44belonged to London. Nobody forced
- 7:47anyone at gunpoint to buy locomotives.
- 7:49They were the best technology available
- 7:52and often the cheapest. Each country
- 7:55that adopted them made a rational
- 7:57decision, and all those rational
- 7:59decisions added up to half a century of
- 8:01dependency. China is trying something
- 8:05very similar today with artificial
- 8:07intelligence. Their open models—I'll
- 8:09explain what those are in a moment—
- 8:11are essentially like free locomotives.
- 8:14The cloud, the chips, the data centers,
- 8:16and the standards are the tracks. And
- 8:19whoever builds the tracks decides for
- 8:21decades where the economy flows.
- 8:24However, there is something that almost
- 8:26everyone misunderstands, even people in
- 8:28the industry. The word "open" doesn't
- 8:30mean what you think; there's a trick to
- 8:32it. And in that misunderstanding lies
- 8:34the entire Chinese strategy. Let's take
- 8:38a quick pause in the video. As I told
- 8:40you a few weeks ago, I have been using
- 8:42Lumo for a while, which is the AI
- 8:45assistant from Proton, the secure
- 8:47company that markets Proton Mail. Lumo
- 8:50has gone from being one of the many
- 8:53tools I test to becoming the tool I use
- 8:55for the most delicate part of my work.
- 9:00As you know, I work as a business
- 9:02consultant, where I handle very
- 9:04sensitive information, unpublished
- 9:07strategies, client data, and ideas not
- 9:10yet on the market. And before, dumping
- 9:13all that information into another tool
- 9:15that saves it—and sometimes trains
- 9:17its model with that data—clearly held
- 9:19me back, but that doesn't happen with
- 9:21Lumo. And for those who didn't see the
- 9:24first video where I mentioned this tool
- 9:26, Lumo has the power of a ChatGPT or a
- 9:28Gemini to actually get work done. It
- 9:32has project-based chats; you can upload
- 9:34your documents and images, but with one
- 9:37difference that changes everything: the
- 9:39conversations we have with Lumo are
- 9:41ours. The tool has zero-access
- 9:44encryption, meaning not even Proton can
- 9:47read them. The tool has no logs, no ads
- 9:50, and they never use it to train an
- 9:53artificial intelligence. It is open
- 9:56source, so you can verify everything
- 9:59the tool does, and it is located in
- 10:01Europe, out of reach of Big Tech. I
- 10:05have taken my clients 'research to
- 10:07another level without ever betraying
- 10:10their trust, and with Lumo, I have all
- 10:12the power of AI without you, or me, or
- 10:15my clients being the product. Try it
- 10:19for free at the link I've placed in the
- 10:22description, which is
- 10:23www.proton.me/lumo/gustavoentrala. And
- 10:29let's get back to the video. An
- 10:35artificial intelligence like ChatGPT,
- 10:37Claude, or Gemini is, to put it simply,
- 10:39a frozen artificial brain. It is
- 10:42manufactured in two phases. The first
- 10:44is training. For months, supercomputers
- 10:48have it read astronomical amounts of
- 10:50text, books, and web pages. Code, and
- 10:55the system fine-tunes billions of
- 10:57internal connections until it learns to
- 11:00write, reason, or program. This phase
- 11:04costs hundreds of millions of euros.
- 11:07Second phase: usage. Once trained, that
- 11:10brain fits into a file. It is a giant
- 11:13file, but it is nothing more than a
- 11:15file, like a video or a game. Something
- 11:18that can be copied and sent. To be able
- 11:21to answer our questions and tasks, what
- 11:24is known as inference, that file has to
- 11:26be hosted in a very large and very
- 11:29expensive data center. And that is one
- 11:31of the keys to why China is giving it
- 11:34away. And we will see that later. The
- 11:38big American companies—OpenAI,
- 11:40Anthropic, or Google—usually don't
- 11:42give you the model; they rent you
- 11:43access. You write your question, the
- 11:46question travels to their data centers,
- 11:48and it sends the answer back to you.
- 11:51When you use ChatGPT, the brain never
- 11:53leaves their servers. To understand it,
- 11:57imagine a restaurant. You choose the
- 11:59dish, they cook it in their kitchen,
- 12:00and they serve it to you at a price
- 12:02they decide. You never enter the
- 12:05kitchen, nor do you get the recipe. An
- 12:07open-source one works differently.
- 12:10It’s as if the chef handed you the
- 12:12pot with the ingredients already
- 12:14measured out. You can cook the dish in
- 12:17your own kitchen, adapting it to your
- 12:19tastes. Change an ingredient, serve it
- 12:22to whoever you want, and even set up
- 12:24your own restaurant. The kitchen, the
- 12:28stove, and the electricity bill are all
- 12:30on you. But pay attention to the nuance
- 12:33, because that is where most of the
- 12:34debate lies. They give you the stew,
- 12:36not the recipe. You don't know exactly
- 12:39what text that brain was trained on, or
- 12:41how, or with what criteria it was
- 12:43taught to behave. And even if you had
- 12:46the full recipe, you don't have the
- 12:48kitchen. Repeating the training would
- 12:51require supercomputers and budgets that
- 12:53are only within reach of a handful of
- 12:56actors on the planet. You can have the
- 12:59copy, but you cannot manufacture the
- 13:01original. And why is China giving away
- 13:04its best brains while the United States
- 13:06keeps theirs under lock and key? It is
- 13:09not a matter of altruism; it is a
- 13:11long-term strategy, and it is quite
- 13:13brilliant. First, if you arrive late to
- 13:16a market, giving the product away is
- 13:18the fastest way to gain customers. You
- 13:21cannot charge more than OpenAI, but you
- 13:23can choose to give your creation away
- 13:25for free. Two, the United States
- 13:28prohibits China from buying the best
- 13:30Nvidia chips, but that ban has led
- 13:33China to do what it does best. Imitate
- 13:37the Americans by optimizing AI so it
- 13:39can be built without Nvidia chips.
- 13:42Three, every company, every university,
- 13:45and every government that builds on a
- 13:47Chinese model will get used to its
- 13:49technology, improve it, and train its
- 13:51engineers on it. And four, every
- 13:55customer who switches to a free Chinese
- 13:57AI is a customer who stops paying San
- 13:59Francisco. And there is a fifth reason,
- 14:03the most important of all, which
- 14:05connects with Xi Jinping's speech. An
- 14:08open one spreads on its own, without
- 14:10treaties, without embassies, without
- 14:12conditions. This is crucial, and I want
- 14:15to make it crystal clear to you. Any
- 14:18country and any company in the world
- 14:20can download Kimi or DeepSeek. A
- 14:23Chinese alternative, today. There is no
- 14:26need to be an ally of China, no need to
- 14:29sign anything, belong to any bloc, or
- 14:31vote with Beijing at the UN. A startup
- 14:35in Texas, a German bank, a Chilean
- 14:37ministry—all of them can download
- 14:39Kimi, and that is precisely why it is
- 14:41such an effective tool for influence,
- 14:43although this whole plan has one
- 14:45prerequisite: that what you are giving
- 14:47away must be top-tier. Is it? Let's see
- 14:52. Until recently, the answer from the
- 14:58West was that Chinese AI was two steps
- 15:00behind. But that answer has just
- 15:03expired. When? Thursday, July 16, 2026.
- 15:09That day, Moonshot, one of China's most
- 15:11important labs, launched, as we
- 15:12mentioned at the beginning, Kimi K3.
- 15:16They present it as the largest
- 15:18artificial brain ever released
- 15:20open-source, and it can be downloaded
- 15:22since July 27 with legal permission to
- 15:25use it with almost no restrictions. Is
- 15:28Kimi 3 on par with the best? Well, look
- 15:32, there is an independent ranking that
- 15:34tests all the AIs in the world with the
- 15:35same benchmarks. It’s called
- 15:37Artificial Analysis. In that ranking,
- 15:41Kimi 3 scores 57 points. Do you know
- 15:44how many AIs on the planet surpass it?
- 15:46Only two, the best from Anthropic and
- 15:49the best from OpenAI. Fable from
- 15:53Anthropic reaches a 60, and ChatGPT 5.6
- 15:56reaches a 59. That’s all. The third
- 16:00most powerful in the world is Chinese.
- 16:03It’s free and can be downloaded. And
- 16:07in some tasks, it doesn't just get
- 16:08close, it wins. There is a blind
- 16:10competition. If this is the ranking
- 16:13that nobody in Silicon Valley wanted us
- 16:15to know about, there is a competition
- 16:17where thousands of programmers vote
- 16:19that it designs web pages better
- 16:21without knowing which is which. Number
- 16:26one, Kimi K3, ahead of Fable, ahead of
- 16:29ChatGPT 5.6. It also beat the American
- 16:34models at searching for information on
- 16:36the internet, working on spreadsheets,
- 16:38and on long programming projects. And
- 16:41what is the price? Because while you
- 16:44can install it, you have to house it in
- 16:46data centers, and the company Kimi
- 16:48charges you to use theirs. Well, using
- 16:51it over the internet costs the same as
- 16:53mid-range American models. But let's be
- 16:57rigorous because this channel doesn't
- 16:59sell smoke. Moonshot itself admits that
- 17:02K3 is still behind the two best
- 17:04American AIs in general performance.
- 17:08Independent analyses point out that it
- 17:10makes things up more frequently than
- 17:12its rivals, what the sector calls
- 17:14hallucinations. And I made a video
- 17:17about that which I’ll put here so you
- 17:19can watch it, which is a problem that
- 17:20remains unsolved, and American AIs keep
- 17:22winning in the most difficult tasks
- 17:24where a mistake is very costly.
- 17:27Furthermore, Kimi has an engine that
- 17:28consumes more fuel than the others.
- 17:30This is very important. Independent
- 17:33studies that have started using it say
- 17:35that to perform the same task, Kimi
- 17:37consumes triple the tokens of the most
- 17:40advanced American models. But the
- 17:43general framework has been set by a
- 17:45prestigious analysis center in
- 17:47Washington, the CSIS. and it says that
- 17:52the gap between Chinese and American AI
- 17:54has narrowed to weeks, around 12 weeks,
- 17:574 months. Before we were talking about
- 18:01a gap of 6 to 9 months. And how has
- 18:04China reached this point without having
- 18:06the best chips? I talked about it in
- 18:09this video about DeepSeek. First, with
- 18:12ingenuity to do more with less. Second,
- 18:15with a global community that improves
- 18:17their open models with their
- 18:19contributions, and third, with a
- 18:21controversial technique called
- 18:23distillation, which consists of asking
- 18:25the rival millions of questions and
- 18:27training your own with its answers, a
- 18:29kind of reverse engineering. It's like
- 18:33the student who learns by copying the
- 18:34notes of the top of the class. OpenAI
- 18:38and Anthropic have accused Chinese labs
- 18:40, Moonshot included, of doing it on an
- 18:42industrial scale. And the White House
- 18:46accused Moonshot a few days ago of
- 18:48using Claude, an AI model from
- 18:50Anthropic, by asking it millions of
- 18:52questions. Whether this description is
- 18:56exact or not, what seems clear is that
- 18:58Beijing is learning, among other things
- 18:59, from the American AIs themselves. And
- 19:02this hides a final irony. Washington
- 19:06banned the chips to slow down the
- 19:07Chinese advance, but it didn't slow it
- 19:09down, it redirected it. Now the Chinese
- 19:13engines are good and they are free, and
- 19:15what nobody tells you is what happens
- 19:17after you install them. That comes next
- 19:20. And here we reach the underlying
- 19:25question. If I can download a brain
- 19:28tailored to my taste and install it on
- 19:30my computers without asking anyone for
- 19:32permission, where is the catch? What
- 19:35exactly does China gain? Because nobody
- 19:38gives away hundreds of millions in
- 19:39technology for the love of art. The
- 19:42answer has five layers and I'm going to
- 19:44tell you them from the most obvious to
- 19:46the most disturbing. The fifth one, by
- 19:49the way, has had a proper name in
- 19:51Silicon Valley for 20 years, and when
- 19:53we get to it you'll understand why
- 19:54Google knows it better than anyone.
- 19:59Layer one, the treadmill. The one you
- 20:02download today is a still photo of a
- 20:04field that moves every 6 months. K3
- 20:08will be old when K4 comes out, and K4
- 20:11will be old when K5 comes out. You have
- 20:14today's copy. Moonshot has the
- 20:16intelligence factory. If your bank,
- 20:19your administration, or your company
- 20:21builds on this family of models, every
- 20:23update brings them back to the same
- 20:25provider's door. It is the logic we are
- 20:29so experienced with in mobile phones.
- 20:31The phone is yours, but it doesn't give
- 20:33you the right to use the next model
- 20:35without paying again. Layer 2. The
- 20:38ecosystem. An AI doesn't live in
- 20:41isolation; it lives surrounded by tools
- 20:43, manuals, forums, engineers who know
- 20:45how to adjust it, and so on. When half
- 20:48the world builds on Chinese AI, the
- 20:50best tutorials are for Chinese AI. The
- 20:53best tools are designed for Chinese AI,
- 20:56and the engineers your university
- 20:58trains learn with that Chinese AI.
- 21:01It’s what made Windows or Android
- 21:03unbeatable in their day. Nobody forced
- 21:05you to use them; they simply managed to
- 21:08become the reference platform. That is
- 21:11why the 5,000 scholarships announced by
- 21:13Xi Jinping aren't about educational
- 21:15quality, but sowing that human
- 21:16ecosystem. Layer three, factory
- 21:20settings. Everything arrives educated
- 21:23from home, trained to respond in a
- 21:25certain way, with certain limits, with
- 21:27a certain worldview. And that vision is
- 21:31embedded in millions of invisible
- 21:33decisions that were made during its
- 21:35creation. You can re-educate it later
- 21:38—that’s what open source is for—
- 21:39but that readjustment only touches the
- 21:41surface, it doesn't rewrite the deep
- 21:43education. It’s what’s known as
- 21:46post-training; you can make
- 21:47modifications to how the model behaves,
- 21:50but let’s say the essential core of
- 21:52the model remains the same. And let’s
- 21:55be realistic, the vast majority of
- 21:56people will never touch those settings.
- 21:59They will use the Chinese one exactly
- 22:01as it came from the factory. And when
- 22:03the tool with which millions of people
- 22:06write, summarize documents, study, and
- 22:08decide, comes configured from the
- 22:10factory in Beijing or San Francisco.
- 22:12Watch out, because this applies to both
- 22:14models. Whoever sets the factory
- 22:16configuration shapes the global
- 22:18conversation a little bit. Layer four,
- 22:21the standards. Remember the track gauge
- 22:24? Once half the world laid their rails
- 22:27with the English measurement, every new
- 22:29train had to be manufactured to be
- 22:31compatible with England. It’s the
- 22:34same with AI. Whoever dominates
- 22:36adoption ends up writing the technical
- 22:39rules: how AIs are evaluated, how they
- 22:41are identified, what formats become the
- 22:44common language of the industry. That
- 22:46is the track gauge of the 21st century.
- 22:50And now connect this with Wiko, a
- 22:51government organization based in
- 22:53Shanghai, dedicated precisely to
- 22:55coordinating standards among its
- 22:57members. The full play: open models lay
- 23:01the tracks and the organization decides
- 23:04the width. First adoption, and then the
- 23:08rules of use. And layer five is the
- 23:10most useful. Every company in the world
- 23:13that solves its problem with a free
- 23:15Chinese tool is a customer that
- 23:16American companies won't bill. Less
- 23:19revenue means less money to pay for the
- 23:21next generation of models, which costs
- 23:23a fortune. You don't need to catch up
- 23:26to the leader if you can bleed their
- 23:27business dry. And this strategy has had
- 23:30a name in Silicon Valley for decades.
- 23:33Make free what your rival sells. Google
- 23:37used it with Android. They gave away
- 23:39the operating system so that the mobile
- 23:41business wouldn't be exclusively
- 23:43Apple's. China is using it right now
- 23:45against the entire American artificial
- 23:48intelligence industry. Let's summarize
- 23:51the five layers of China and Xi
- 23:53Jinping's strategy. The pace of
- 23:56versions, the ecosystem, the factory
- 23:58values, the standards, and the
- 24:00financial bleeding of the American
- 24:03rival. And what is the weak point of
- 24:06China's strategy? Because it has one.
- 24:09Look at this news. The success of Kimi
- 24:12K3 has been such that Moonshot had to
- 24:14turn off the tap to new users. Why?
- 24:18Because it doesn't have the data
- 24:20centers needed to service them. The
- 24:24United States prevents them from buying
- 24:26AMD or Nvidia chips, and Huawei's AI
- 24:29chips aren't at the same level yet, but
- 24:31not for long. American AIs have
- 24:35invested and continue to invest
- 24:37billions in their data centers to
- 24:38provide service. That's why the
- 24:42competitive advantage of American labs
- 24:45will be their massive investments in
- 24:47data centers for a long time. There
- 24:51isn't enough chip supply for everyone,
- 24:54and Americans get priority in the
- 24:56American cloud. In other words, it's
- 24:59hard for any company to buy Nvidia and
- 25:02AMD chips, and the Americans have
- 25:04priority. And it's also difficult to
- 25:07set up those large data centers that
- 25:09can service all our questions and
- 25:11agents. And in that, obviously, the
- 25:13Americans have a much more extensive
- 25:15network. Chips go to those who can pay
- 25:18for them, logically. And here is the
- 25:20trick I was telling you about at the
- 25:22beginning of this video. It's one thing
- 25:24for China to give away its models, but
- 25:26it's quite another for the world to use
- 25:29them massively. It will still take a
- 25:31few years. But that is precisely Xi
- 25:34Jinping's long-term plan: to form
- 25:36alliances with third countries so they
- 25:38are the ones investing in installing
- 25:41those data centers with Chinese
- 25:43technology. Machiavelli was an amateur.
- 25:50And for the rest of the world, do an
- 25:52exercise with me. Imagine you are the
- 25:54technology minister of a mid-sized
- 25:56country. This week you have three
- 25:58offers on the table, in addition to
- 26:00China's. Let's see what each of those
- 26:03offers sells and what the fine print
- 26:05entails. Offer one, The Club of
- 26:08Democracies, an alliance linked to the
- 26:10OECD that brings together countries
- 26:12committed to AI that is respectful of
- 26:15human rights and transparent. What is
- 26:18its strength? Legitimacy and the seal
- 26:20of quality. Its fine print is that it's
- 26:23a select club. You get in by sharing
- 26:25values, and that has left out a good
- 26:27part of the developing countries. You,
- 26:30as the minister of that mid-sized
- 26:31country, were never called. Offer two,
- 26:34the European way. Europe no longer
- 26:38competes by giving away technology,
- 26:40because it doesn't have it; it competes
- 26:43by writing rules, its major AI Act and
- 26:45an international human rights treaty
- 26:48backed by over 50 countries, hoping its
- 26:50huge market forces the world to adopt
- 26:52these rules, as it did with data
- 26:55privacy. Its strength, so to speak, is
- 26:59legal certainty and its own market. And
- 27:01the fine print is that it offers you
- 27:03rules for a technology it doesn't
- 27:05produce itself, and that, obviously,
- 27:07limits Europe's ability to influence
- 27:09the world. Offer three, the American
- 27:13offer. The United States has decided
- 27:16not to play at global governance. It
- 27:18offers country-to-country deals with
- 27:20the full package. It sells you the
- 27:22chips, gives you access to the cloud,
- 27:24and sells you the most advanced
- 27:26American models under the promise that
- 27:29you will have your own AI within its
- 27:31ecosystem. At this year's summit in
- 27:35India, they even presented a sort of
- 27:36technological volunteer corps, an AI
- 27:38Peace Corps. Notice the symmetry. The
- 27:42two giants offer you the same thing:
- 27:44capacity in exchange for an ecosystem,
- 27:47with one difference. The American offer
- 27:49asks you to be a partner; the Chinese
- 27:51one only asks for a download.
- 27:54Furthermore, you have no guarantee of
- 27:55being able to access their best models
- 27:57forever—the American ones. We saw it
- 28:01recently with Fable, which we couldn't
- 28:02use for two weeks because Donald Trump
- 28:04decided it wasn't safe and that he
- 28:06preferred—that it wasn't safe for the
- 28:08national security of the United States.
- 28:11And that is why he banned it. And this,
- 28:13of course, makes any potential partner
- 28:15very nervous, whether they are
- 28:17countries or companies. I cannot make
- 28:19large investments in a technology if,
- 28:21at any given moment, you are going to
- 28:23take away my access to it. And who is
- 28:26winning customers? This is a fact that
- 28:28we in the West don't want to look at.
- 28:31Wiko is born with 29 founders, which
- 28:33include heavyweights from the
- 28:35developing world. It includes Brazil,
- 28:38it includes Indonesia, it includes
- 28:40South Africa. Exactly the countries the
- 28:42club of democracies never invited to
- 28:44the table, and analysts point out that
- 28:47this support will weigh heavily at the
- 28:49UN, where votes are counted by country.
- 28:53The game of AI rules will not be won,
- 28:55therefore, by whoever has the best
- 28:57model, but by whoever has the most
- 28:59seats occupied in these international
- 29:01forums. And today, the room that is
- 29:04growing the most is in Shanghai. And us
- 29:11, the Latin American countries and
- 29:13Spain—well, I did explicitly mention
- 29:15Latin America and the Caribbean,
- 29:17because Latin America is not a
- 29:18spectator in this game; it is on the
- 29:20board. Three possible endings for our
- 29:24countries. One, several AI poles
- 29:26competing, with each country choosing
- 29:29sides, the United States or China. Two.
- 29:33Two technological blocs facing off like
- 29:35in the Cold War, but with AI instead of
- 29:37missiles. And three, it doesn't matter
- 29:41who has the best model because the
- 29:42rules of the game are written at a
- 29:44headquarters in Shanghai, and whoever
- 29:46writes the rules wins without firing a
- 29:48shot. I'm not going to tell you which
- 29:52of these three options will happen, but
- 29:53I will leave you with the question that
- 29:55your government and your company will
- 29:56have to answer sooner than we think.
- 30:00When they offer you artificial
- 30:02intelligence for free, what exactly are
- 30:04you accepting? That is a very good
- 30:06question. And when they charge you for
- 30:08it, too. At the beginning of the video,
- 30:14I told you that the most dangerous
- 30:15thing about the Chinese offer is that
- 30:17they don't ask for anything in return.
- 30:19Now you know why. British railways
- 30:22worked, they moved the world, created
- 30:24wealth, connected continents, and for
- 30:27half a century they decided from London
- 30:29where the economies of dozens of
- 30:31countries would flow. Nobody called it
- 30:35dependency; they called it progress.
- 30:38The question today isn't whether
- 30:39Chinese locomotives are good, which
- 30:41they are, and they're free. The
- 30:43question is, who is maintaining the
- 30:45tracks? Locomotives are gifted; tracks
- 30:48are inherited. China's plans are very
- 30:52attractive to countries that have fewer
- 30:54resources and don't want to depend on
- 30:56the decisions of the White House, on
- 30:58the whims of the White House, to make
- 30:59their day-to-day work. How do you see
- 31:03it? If you were a leader, what decision
- 31:05would you make? Would you go down the
- 31:07Chinese path? Would you go down the
- 31:09American path? Would you try to
- 31:11generate your own artificial
- 31:12intelligence? It is not an easy
- 31:15decision at all, because the level of
- 31:17investment that artificial intelligence
- 31:20requires means that the options are
- 31:22necessarily few and that they have a
- 31:24lot of hidden compromises behind them.
- 31:28Well, see you in the next video, which
- 31:30we will try to make even better than
- 31:32this one. Please don't forget to
- 31:34subscribe. There are still many people
- 31:36who watch my videos and are not
- 31:38subscribed. Bye.
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