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Por qué CHINA regala su IA al mundo — Transcript

by Gustavo Entrala · 4,766 words · 740 segments · language en · Watch on YouTube

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  1. 0:01Thursday, July 16, 2026, a Beijing
  2. 0:03laboratory called Moonshot launches
  3. 0:06Chemistry 3, the largest open-source
  4. 0:08artificial intelligence model ever
  5. 0:10released. In various tests, Chemistry 3
  6. 0:15is on par with the best American ones,
  7. 0:17yes, the ones you and I use every day.
  8. 0:21The key difference between this new
  9. 0:23Chinese model and the American ones is
  10. 0:26that anyone can download Chemistry 3
  11. 0:28for free. Friday, July 17, 100 km away
  12. 0:33in Shanghai, Xi Jinping takes the stage
  13. 0:36at the World AI Conference and
  14. 0:37announces that China is going to bring
  15. 0:40artificial intelligence to developing
  16. 0:42countries. China will provide them with
  17. 0:46training, technology, and cooperation
  18. 0:49centers in Africa, Latin America, and
  19. 0:51the BRICS countries. Furthermore, a new
  20. 0:55global AI organization is being created
  21. 0:57, headquartered—get this—in
  22. 0:58Shanghai. 29 countries have already
  23. 1:01signed on. That’s two announcements
  24. 1:04in 24 hours, one technological, the
  25. 1:06other political. And it’s no
  26. 1:08coincidence; they are the two halves of
  27. 1:10the same project. China is no longer
  28. 1:14just manufacturing top-tier artificial
  29. 1:16intelligence; the important thing is
  30. 1:18that Xi Jinping sees AI as the playing
  31. 1:21field where it will be defined who
  32. 1:23rules the world in the 21st century. AI
  33. 1:27is the ammunition of this century's
  34. 1:29Cold War. He already has his plan to
  35. 1:33defeat the United States, the only
  36. 1:34counterbalance to his influence. While
  37. 1:38the United States charges a high price
  38. 1:41for its models to recoup its
  39. 1:43investments, Xi Jinping's plan consists
  40. 1:46of launching powerful models—not
  41. 1:48necessarily the best—but lowering
  42. 1:51their cost until AI becomes a commodity
  43. 1:54like oil or gas. The model seems
  44. 1:58familiar, doesn't it? The timing is
  45. 2:01perfect. In this video, you will see a
  46. 2:04piece of data that Silicon Valley would
  47. 2:06prefer we didn't see, a ranking where
  48. 2:08number one is no longer American, and
  49. 2:10by the end, you will understand why the
  50. 2:13most dangerous thing about the Chinese
  51. 2:15offer is precisely that it asks for
  52. 2:17very little or nothing in exchange for
  53. 2:19its technology. The last time a power
  54. 2:22exported the infrastructure of its era
  55. 2:24to the entire world, the machines
  56. 2:26arrived by ship from England and were
  57. 2:28called locomotives. The world adopted
  58. 2:32them without blinking and took half a
  59. 2:34century to understand why that decision
  60. 2:37had turned England into an unbeatable
  61. 2:39power. Hello, how are you? I am Gustavo
  62. 2:45Entrala. By day, I help large companies
  63. 2:47and startups design their future, and
  64. 2:49by night, I practice a hobby that I
  65. 2:51love. Teaching what I know about that
  66. 2:54future to those who always want to stay
  67. 2:56one step ahead. If you are interested
  68. 2:59in the future, subscribe and hit the
  69. 3:01bell so that YouTube notifies you when
  70. 3:03a new video comes out. Let's start with
  71. 3:09the setting, because everything about
  72. 3:11it was very calculated. The first
  73. 3:14symbol is that this is the first time
  74. 3:17Xi Jinping has attended this Chinese
  75. 3:19conference in person since it launched
  76. 3:22in 2018. Before, he would send
  77. 3:24congratulatory letters or send his
  78. 3:26prime minister. When the leader appears
  79. 3:30in person for the first time, the
  80. 3:32message is that this is no longer a
  81. 3:34tech fair, it is state policy at the
  82. 3:36highest level. Second, the start of his
  83. 3:40speech. Xi began by recalling that 70
  84. 3:44years ago, a group of young academics
  85. 3:46first proposed the concept of
  86. 3:48artificial intelligence at an academic
  87. 3:51conference at Dartmouth College. Notice
  88. 3:55the move. China's leader claims AI for
  89. 3:59humanity by citing the founding act of
  90. 4:02a meeting that only Americans attended.
  91. 4:07It's his way of saying, it isn't just
  92. 4:09yours, it was born from science and
  93. 4:11science has no flag. The speech was
  94. 4:15titled "Joining Hands to Build a Fair
  95. 4:18and Equitable System of Global AI
  96. 4:20Governance." The tone, therefore, was
  97. 4:23humanist. He spoke of a people-centered
  98. 4:26AI that seeks to avoid, I quote, "new
  99. 4:29historical injustices." And behind the
  100. 4:32rhetoric, Xi promised three things. Two
  101. 4:36seem harmless, and the third is what
  102. 4:38should keep Washington up at night. The
  103. 4:41first: 5,000 AI training scholarships
  104. 4:44for developing countries. The second:
  105. 4:47access for 30 countries to the Chinese
  106. 4:50AI-powered weather alert system. All
  107. 4:54this sounds like soft diplomacy,
  108. 4:56friendly diplomacy. And what was the
  109. 4:58third? AI cooperation centers with
  110. 5:02blocs grouping Southeast Asia, the Arab
  111. 5:05world, Africa, Latin America and the
  112. 5:08Caribbean, and Russia and some former
  113. 5:10Soviet republics. Think about it for a
  114. 5:14moment: these are the geographic areas
  115. 5:16where the majority of the world's
  116. 5:17population lives. China is not,
  117. 5:19therefore, just launching a scholarship
  118. 5:21program. What it is doing is planting
  119. 5:24its flag in a new pole of global
  120. 5:27influence. Even more important than
  121. 5:30these gifts was a signature. A day
  122. 5:33earlier, 29 countries, including Brazil
  123. 5:36, Indonesia, South Africa, Russia, and
  124. 5:39Pakistan, created with China the World
  125. 5:42AI Cooperation Organization (WAIC O), a
  126. 5:46sort of UN for AI based in Shanghai. Xi
  127. 5:49said this signing marks a milestone in
  128. 5:51the history of global AI development.
  129. 5:55This means that while Washington
  130. 5:57prohibits selling chips to China and
  131. 5:58limits access to its most powerful
  132. 6:00models whenever the White House deems
  133. 6:02it convenient, Beijing is founding
  134. 6:03institutions. Keep this asymmetry in
  135. 6:07mind because it is the key to the
  136. 6:08entire video. To explain the historical
  137. 6:15significance of what is happening,
  138. 6:17let's travel back a century and a half,
  139. 6:19because what happened then is about to
  140. 6:21repeat itself step by step, with your
  141. 6:23country and mine as the targets. Great
  142. 6:27Britain, which was the leading
  143. 6:29industrial power at the time, extended
  144. 6:31its influence across the planet by
  145. 6:33building railways in the second half of
  146. 6:35the 19th century in India, Argentina,
  147. 6:37South Africa, and half of Europe.
  148. 6:40Locomotives left the factories of
  149. 6:42Manchester and Glasgow to transport
  150. 6:45people and goods. The important thing
  151. 6:48wasn't the machines, but the British
  152. 6:50standards. Once a country bought its
  153. 6:54tracks, it sank into British debt,
  154. 6:56British technology, and British
  155. 6:58influence. Look at the mechanism,
  156. 7:02because it's a masterpiece. First, the
  157. 7:05standard. The width of English tracks
  158. 7:07became the mold for half the world. And
  159. 7:11once the tracks were laid to that gauge
  160. 7:13, every new locomotive, every wagon,
  161. 7:14and every spare part had to fit them.
  162. 7:17And who manufactured them? Exactly.
  163. 7:20Second, the debt. Many of those
  164. 7:23railways were paid for with loans from
  165. 7:26London, so countries spent decades
  166. 7:27paying for that infrastructure which
  167. 7:29tied them down completely. And third,
  168. 7:33the layout. The lines didn't go where
  169. 7:36the country needed them; they went from
  170. 7:38the port to the mine, from the
  171. 7:40plantation to the ship. The train
  172. 7:42belonged to everyone, but the map
  173. 7:44belonged to London. Nobody forced
  174. 7:47anyone at gunpoint to buy locomotives.
  175. 7:49They were the best technology available
  176. 7:52and often the cheapest. Each country
  177. 7:55that adopted them made a rational
  178. 7:57decision, and all those rational
  179. 7:59decisions added up to half a century of
  180. 8:01dependency. China is trying something
  181. 8:05very similar today with artificial
  182. 8:07intelligence. Their open models—I'll
  183. 8:09explain what those are in a moment—
  184. 8:11are essentially like free locomotives.
  185. 8:14The cloud, the chips, the data centers,
  186. 8:16and the standards are the tracks. And
  187. 8:19whoever builds the tracks decides for
  188. 8:21decades where the economy flows.
  189. 8:24However, there is something that almost
  190. 8:26everyone misunderstands, even people in
  191. 8:28the industry. The word "open" doesn't
  192. 8:30mean what you think; there's a trick to
  193. 8:32it. And in that misunderstanding lies
  194. 8:34the entire Chinese strategy. Let's take
  195. 8:38a quick pause in the video. As I told
  196. 8:40you a few weeks ago, I have been using
  197. 8:42Lumo for a while, which is the AI
  198. 8:45assistant from Proton, the secure
  199. 8:47company that markets Proton Mail. Lumo
  200. 8:50has gone from being one of the many
  201. 8:53tools I test to becoming the tool I use
  202. 8:55for the most delicate part of my work.
  203. 9:00As you know, I work as a business
  204. 9:02consultant, where I handle very
  205. 9:04sensitive information, unpublished
  206. 9:07strategies, client data, and ideas not
  207. 9:10yet on the market. And before, dumping
  208. 9:13all that information into another tool
  209. 9:15that saves it—and sometimes trains
  210. 9:17its model with that data—clearly held
  211. 9:19me back, but that doesn't happen with
  212. 9:21Lumo. And for those who didn't see the
  213. 9:24first video where I mentioned this tool
  214. 9:26, Lumo has the power of a ChatGPT or a
  215. 9:28Gemini to actually get work done. It
  216. 9:32has project-based chats; you can upload
  217. 9:34your documents and images, but with one
  218. 9:37difference that changes everything: the
  219. 9:39conversations we have with Lumo are
  220. 9:41ours. The tool has zero-access
  221. 9:44encryption, meaning not even Proton can
  222. 9:47read them. The tool has no logs, no ads
  223. 9:50, and they never use it to train an
  224. 9:53artificial intelligence. It is open
  225. 9:56source, so you can verify everything
  226. 9:59the tool does, and it is located in
  227. 10:01Europe, out of reach of Big Tech. I
  228. 10:05have taken my clients 'research to
  229. 10:07another level without ever betraying
  230. 10:10their trust, and with Lumo, I have all
  231. 10:12the power of AI without you, or me, or
  232. 10:15my clients being the product. Try it
  233. 10:19for free at the link I've placed in the
  234. 10:22description, which is
  235. 10:23www.proton.me/lumo/gustavoentrala. And
  236. 10:29let's get back to the video. An
  237. 10:35artificial intelligence like ChatGPT,
  238. 10:37Claude, or Gemini is, to put it simply,
  239. 10:39a frozen artificial brain. It is
  240. 10:42manufactured in two phases. The first
  241. 10:44is training. For months, supercomputers
  242. 10:48have it read astronomical amounts of
  243. 10:50text, books, and web pages. Code, and
  244. 10:55the system fine-tunes billions of
  245. 10:57internal connections until it learns to
  246. 11:00write, reason, or program. This phase
  247. 11:04costs hundreds of millions of euros.
  248. 11:07Second phase: usage. Once trained, that
  249. 11:10brain fits into a file. It is a giant
  250. 11:13file, but it is nothing more than a
  251. 11:15file, like a video or a game. Something
  252. 11:18that can be copied and sent. To be able
  253. 11:21to answer our questions and tasks, what
  254. 11:24is known as inference, that file has to
  255. 11:26be hosted in a very large and very
  256. 11:29expensive data center. And that is one
  257. 11:31of the keys to why China is giving it
  258. 11:34away. And we will see that later. The
  259. 11:38big American companies—OpenAI,
  260. 11:40Anthropic, or Google—usually don't
  261. 11:42give you the model; they rent you
  262. 11:43access. You write your question, the
  263. 11:46question travels to their data centers,
  264. 11:48and it sends the answer back to you.
  265. 11:51When you use ChatGPT, the brain never
  266. 11:53leaves their servers. To understand it,
  267. 11:57imagine a restaurant. You choose the
  268. 11:59dish, they cook it in their kitchen,
  269. 12:00and they serve it to you at a price
  270. 12:02they decide. You never enter the
  271. 12:05kitchen, nor do you get the recipe. An
  272. 12:07open-source one works differently.
  273. 12:10It’s as if the chef handed you the
  274. 12:12pot with the ingredients already
  275. 12:14measured out. You can cook the dish in
  276. 12:17your own kitchen, adapting it to your
  277. 12:19tastes. Change an ingredient, serve it
  278. 12:22to whoever you want, and even set up
  279. 12:24your own restaurant. The kitchen, the
  280. 12:28stove, and the electricity bill are all
  281. 12:30on you. But pay attention to the nuance
  282. 12:33, because that is where most of the
  283. 12:34debate lies. They give you the stew,
  284. 12:36not the recipe. You don't know exactly
  285. 12:39what text that brain was trained on, or
  286. 12:41how, or with what criteria it was
  287. 12:43taught to behave. And even if you had
  288. 12:46the full recipe, you don't have the
  289. 12:48kitchen. Repeating the training would
  290. 12:51require supercomputers and budgets that
  291. 12:53are only within reach of a handful of
  292. 12:56actors on the planet. You can have the
  293. 12:59copy, but you cannot manufacture the
  294. 13:01original. And why is China giving away
  295. 13:04its best brains while the United States
  296. 13:06keeps theirs under lock and key? It is
  297. 13:09not a matter of altruism; it is a
  298. 13:11long-term strategy, and it is quite
  299. 13:13brilliant. First, if you arrive late to
  300. 13:16a market, giving the product away is
  301. 13:18the fastest way to gain customers. You
  302. 13:21cannot charge more than OpenAI, but you
  303. 13:23can choose to give your creation away
  304. 13:25for free. Two, the United States
  305. 13:28prohibits China from buying the best
  306. 13:30Nvidia chips, but that ban has led
  307. 13:33China to do what it does best. Imitate
  308. 13:37the Americans by optimizing AI so it
  309. 13:39can be built without Nvidia chips.
  310. 13:42Three, every company, every university,
  311. 13:45and every government that builds on a
  312. 13:47Chinese model will get used to its
  313. 13:49technology, improve it, and train its
  314. 13:51engineers on it. And four, every
  315. 13:55customer who switches to a free Chinese
  316. 13:57AI is a customer who stops paying San
  317. 13:59Francisco. And there is a fifth reason,
  318. 14:03the most important of all, which
  319. 14:05connects with Xi Jinping's speech. An
  320. 14:08open one spreads on its own, without
  321. 14:10treaties, without embassies, without
  322. 14:12conditions. This is crucial, and I want
  323. 14:15to make it crystal clear to you. Any
  324. 14:18country and any company in the world
  325. 14:20can download Kimi or DeepSeek. A
  326. 14:23Chinese alternative, today. There is no
  327. 14:26need to be an ally of China, no need to
  328. 14:29sign anything, belong to any bloc, or
  329. 14:31vote with Beijing at the UN. A startup
  330. 14:35in Texas, a German bank, a Chilean
  331. 14:37ministry—all of them can download
  332. 14:39Kimi, and that is precisely why it is
  333. 14:41such an effective tool for influence,
  334. 14:43although this whole plan has one
  335. 14:45prerequisite: that what you are giving
  336. 14:47away must be top-tier. Is it? Let's see
  337. 14:52. Until recently, the answer from the
  338. 14:58West was that Chinese AI was two steps
  339. 15:00behind. But that answer has just
  340. 15:03expired. When? Thursday, July 16, 2026.
  341. 15:09That day, Moonshot, one of China's most
  342. 15:11important labs, launched, as we
  343. 15:12mentioned at the beginning, Kimi K3.
  344. 15:16They present it as the largest
  345. 15:18artificial brain ever released
  346. 15:20open-source, and it can be downloaded
  347. 15:22since July 27 with legal permission to
  348. 15:25use it with almost no restrictions. Is
  349. 15:28Kimi 3 on par with the best? Well, look
  350. 15:32, there is an independent ranking that
  351. 15:34tests all the AIs in the world with the
  352. 15:35same benchmarks. It’s called
  353. 15:37Artificial Analysis. In that ranking,
  354. 15:41Kimi 3 scores 57 points. Do you know
  355. 15:44how many AIs on the planet surpass it?
  356. 15:46Only two, the best from Anthropic and
  357. 15:49the best from OpenAI. Fable from
  358. 15:53Anthropic reaches a 60, and ChatGPT 5.6
  359. 15:56reaches a 59. That’s all. The third
  360. 16:00most powerful in the world is Chinese.
  361. 16:03It’s free and can be downloaded. And
  362. 16:07in some tasks, it doesn't just get
  363. 16:08close, it wins. There is a blind
  364. 16:10competition. If this is the ranking
  365. 16:13that nobody in Silicon Valley wanted us
  366. 16:15to know about, there is a competition
  367. 16:17where thousands of programmers vote
  368. 16:19that it designs web pages better
  369. 16:21without knowing which is which. Number
  370. 16:26one, Kimi K3, ahead of Fable, ahead of
  371. 16:29ChatGPT 5.6. It also beat the American
  372. 16:34models at searching for information on
  373. 16:36the internet, working on spreadsheets,
  374. 16:38and on long programming projects. And
  375. 16:41what is the price? Because while you
  376. 16:44can install it, you have to house it in
  377. 16:46data centers, and the company Kimi
  378. 16:48charges you to use theirs. Well, using
  379. 16:51it over the internet costs the same as
  380. 16:53mid-range American models. But let's be
  381. 16:57rigorous because this channel doesn't
  382. 16:59sell smoke. Moonshot itself admits that
  383. 17:02K3 is still behind the two best
  384. 17:04American AIs in general performance.
  385. 17:08Independent analyses point out that it
  386. 17:10makes things up more frequently than
  387. 17:12its rivals, what the sector calls
  388. 17:14hallucinations. And I made a video
  389. 17:17about that which I’ll put here so you
  390. 17:19can watch it, which is a problem that
  391. 17:20remains unsolved, and American AIs keep
  392. 17:22winning in the most difficult tasks
  393. 17:24where a mistake is very costly.
  394. 17:27Furthermore, Kimi has an engine that
  395. 17:28consumes more fuel than the others.
  396. 17:30This is very important. Independent
  397. 17:33studies that have started using it say
  398. 17:35that to perform the same task, Kimi
  399. 17:37consumes triple the tokens of the most
  400. 17:40advanced American models. But the
  401. 17:43general framework has been set by a
  402. 17:45prestigious analysis center in
  403. 17:47Washington, the CSIS. and it says that
  404. 17:52the gap between Chinese and American AI
  405. 17:54has narrowed to weeks, around 12 weeks,
  406. 17:574 months. Before we were talking about
  407. 18:01a gap of 6 to 9 months. And how has
  408. 18:04China reached this point without having
  409. 18:06the best chips? I talked about it in
  410. 18:09this video about DeepSeek. First, with
  411. 18:12ingenuity to do more with less. Second,
  412. 18:15with a global community that improves
  413. 18:17their open models with their
  414. 18:19contributions, and third, with a
  415. 18:21controversial technique called
  416. 18:23distillation, which consists of asking
  417. 18:25the rival millions of questions and
  418. 18:27training your own with its answers, a
  419. 18:29kind of reverse engineering. It's like
  420. 18:33the student who learns by copying the
  421. 18:34notes of the top of the class. OpenAI
  422. 18:38and Anthropic have accused Chinese labs
  423. 18:40, Moonshot included, of doing it on an
  424. 18:42industrial scale. And the White House
  425. 18:46accused Moonshot a few days ago of
  426. 18:48using Claude, an AI model from
  427. 18:50Anthropic, by asking it millions of
  428. 18:52questions. Whether this description is
  429. 18:56exact or not, what seems clear is that
  430. 18:58Beijing is learning, among other things
  431. 18:59, from the American AIs themselves. And
  432. 19:02this hides a final irony. Washington
  433. 19:06banned the chips to slow down the
  434. 19:07Chinese advance, but it didn't slow it
  435. 19:09down, it redirected it. Now the Chinese
  436. 19:13engines are good and they are free, and
  437. 19:15what nobody tells you is what happens
  438. 19:17after you install them. That comes next
  439. 19:20. And here we reach the underlying
  440. 19:25question. If I can download a brain
  441. 19:28tailored to my taste and install it on
  442. 19:30my computers without asking anyone for
  443. 19:32permission, where is the catch? What
  444. 19:35exactly does China gain? Because nobody
  445. 19:38gives away hundreds of millions in
  446. 19:39technology for the love of art. The
  447. 19:42answer has five layers and I'm going to
  448. 19:44tell you them from the most obvious to
  449. 19:46the most disturbing. The fifth one, by
  450. 19:49the way, has had a proper name in
  451. 19:51Silicon Valley for 20 years, and when
  452. 19:53we get to it you'll understand why
  453. 19:54Google knows it better than anyone.
  454. 19:59Layer one, the treadmill. The one you
  455. 20:02download today is a still photo of a
  456. 20:04field that moves every 6 months. K3
  457. 20:08will be old when K4 comes out, and K4
  458. 20:11will be old when K5 comes out. You have
  459. 20:14today's copy. Moonshot has the
  460. 20:16intelligence factory. If your bank,
  461. 20:19your administration, or your company
  462. 20:21builds on this family of models, every
  463. 20:23update brings them back to the same
  464. 20:25provider's door. It is the logic we are
  465. 20:29so experienced with in mobile phones.
  466. 20:31The phone is yours, but it doesn't give
  467. 20:33you the right to use the next model
  468. 20:35without paying again. Layer 2. The
  469. 20:38ecosystem. An AI doesn't live in
  470. 20:41isolation; it lives surrounded by tools
  471. 20:43, manuals, forums, engineers who know
  472. 20:45how to adjust it, and so on. When half
  473. 20:48the world builds on Chinese AI, the
  474. 20:50best tutorials are for Chinese AI. The
  475. 20:53best tools are designed for Chinese AI,
  476. 20:56and the engineers your university
  477. 20:58trains learn with that Chinese AI.
  478. 21:01It’s what made Windows or Android
  479. 21:03unbeatable in their day. Nobody forced
  480. 21:05you to use them; they simply managed to
  481. 21:08become the reference platform. That is
  482. 21:11why the 5,000 scholarships announced by
  483. 21:13Xi Jinping aren't about educational
  484. 21:15quality, but sowing that human
  485. 21:16ecosystem. Layer three, factory
  486. 21:20settings. Everything arrives educated
  487. 21:23from home, trained to respond in a
  488. 21:25certain way, with certain limits, with
  489. 21:27a certain worldview. And that vision is
  490. 21:31embedded in millions of invisible
  491. 21:33decisions that were made during its
  492. 21:35creation. You can re-educate it later
  493. 21:38—that’s what open source is for—
  494. 21:39but that readjustment only touches the
  495. 21:41surface, it doesn't rewrite the deep
  496. 21:43education. It’s what’s known as
  497. 21:46post-training; you can make
  498. 21:47modifications to how the model behaves,
  499. 21:50but let’s say the essential core of
  500. 21:52the model remains the same. And let’s
  501. 21:55be realistic, the vast majority of
  502. 21:56people will never touch those settings.
  503. 21:59They will use the Chinese one exactly
  504. 22:01as it came from the factory. And when
  505. 22:03the tool with which millions of people
  506. 22:06write, summarize documents, study, and
  507. 22:08decide, comes configured from the
  508. 22:10factory in Beijing or San Francisco.
  509. 22:12Watch out, because this applies to both
  510. 22:14models. Whoever sets the factory
  511. 22:16configuration shapes the global
  512. 22:18conversation a little bit. Layer four,
  513. 22:21the standards. Remember the track gauge
  514. 22:24? Once half the world laid their rails
  515. 22:27with the English measurement, every new
  516. 22:29train had to be manufactured to be
  517. 22:31compatible with England. It’s the
  518. 22:34same with AI. Whoever dominates
  519. 22:36adoption ends up writing the technical
  520. 22:39rules: how AIs are evaluated, how they
  521. 22:41are identified, what formats become the
  522. 22:44common language of the industry. That
  523. 22:46is the track gauge of the 21st century.
  524. 22:50And now connect this with Wiko, a
  525. 22:51government organization based in
  526. 22:53Shanghai, dedicated precisely to
  527. 22:55coordinating standards among its
  528. 22:57members. The full play: open models lay
  529. 23:01the tracks and the organization decides
  530. 23:04the width. First adoption, and then the
  531. 23:08rules of use. And layer five is the
  532. 23:10most useful. Every company in the world
  533. 23:13that solves its problem with a free
  534. 23:15Chinese tool is a customer that
  535. 23:16American companies won't bill. Less
  536. 23:19revenue means less money to pay for the
  537. 23:21next generation of models, which costs
  538. 23:23a fortune. You don't need to catch up
  539. 23:26to the leader if you can bleed their
  540. 23:27business dry. And this strategy has had
  541. 23:30a name in Silicon Valley for decades.
  542. 23:33Make free what your rival sells. Google
  543. 23:37used it with Android. They gave away
  544. 23:39the operating system so that the mobile
  545. 23:41business wouldn't be exclusively
  546. 23:43Apple's. China is using it right now
  547. 23:45against the entire American artificial
  548. 23:48intelligence industry. Let's summarize
  549. 23:51the five layers of China and Xi
  550. 23:53Jinping's strategy. The pace of
  551. 23:56versions, the ecosystem, the factory
  552. 23:58values, the standards, and the
  553. 24:00financial bleeding of the American
  554. 24:03rival. And what is the weak point of
  555. 24:06China's strategy? Because it has one.
  556. 24:09Look at this news. The success of Kimi
  557. 24:12K3 has been such that Moonshot had to
  558. 24:14turn off the tap to new users. Why?
  559. 24:18Because it doesn't have the data
  560. 24:20centers needed to service them. The
  561. 24:24United States prevents them from buying
  562. 24:26AMD or Nvidia chips, and Huawei's AI
  563. 24:29chips aren't at the same level yet, but
  564. 24:31not for long. American AIs have
  565. 24:35invested and continue to invest
  566. 24:37billions in their data centers to
  567. 24:38provide service. That's why the
  568. 24:42competitive advantage of American labs
  569. 24:45will be their massive investments in
  570. 24:47data centers for a long time. There
  571. 24:51isn't enough chip supply for everyone,
  572. 24:54and Americans get priority in the
  573. 24:56American cloud. In other words, it's
  574. 24:59hard for any company to buy Nvidia and
  575. 25:02AMD chips, and the Americans have
  576. 25:04priority. And it's also difficult to
  577. 25:07set up those large data centers that
  578. 25:09can service all our questions and
  579. 25:11agents. And in that, obviously, the
  580. 25:13Americans have a much more extensive
  581. 25:15network. Chips go to those who can pay
  582. 25:18for them, logically. And here is the
  583. 25:20trick I was telling you about at the
  584. 25:22beginning of this video. It's one thing
  585. 25:24for China to give away its models, but
  586. 25:26it's quite another for the world to use
  587. 25:29them massively. It will still take a
  588. 25:31few years. But that is precisely Xi
  589. 25:34Jinping's long-term plan: to form
  590. 25:36alliances with third countries so they
  591. 25:38are the ones investing in installing
  592. 25:41those data centers with Chinese
  593. 25:43technology. Machiavelli was an amateur.
  594. 25:50And for the rest of the world, do an
  595. 25:52exercise with me. Imagine you are the
  596. 25:54technology minister of a mid-sized
  597. 25:56country. This week you have three
  598. 25:58offers on the table, in addition to
  599. 26:00China's. Let's see what each of those
  600. 26:03offers sells and what the fine print
  601. 26:05entails. Offer one, The Club of
  602. 26:08Democracies, an alliance linked to the
  603. 26:10OECD that brings together countries
  604. 26:12committed to AI that is respectful of
  605. 26:15human rights and transparent. What is
  606. 26:18its strength? Legitimacy and the seal
  607. 26:20of quality. Its fine print is that it's
  608. 26:23a select club. You get in by sharing
  609. 26:25values, and that has left out a good
  610. 26:27part of the developing countries. You,
  611. 26:30as the minister of that mid-sized
  612. 26:31country, were never called. Offer two,
  613. 26:34the European way. Europe no longer
  614. 26:38competes by giving away technology,
  615. 26:40because it doesn't have it; it competes
  616. 26:43by writing rules, its major AI Act and
  617. 26:45an international human rights treaty
  618. 26:48backed by over 50 countries, hoping its
  619. 26:50huge market forces the world to adopt
  620. 26:52these rules, as it did with data
  621. 26:55privacy. Its strength, so to speak, is
  622. 26:59legal certainty and its own market. And
  623. 27:01the fine print is that it offers you
  624. 27:03rules for a technology it doesn't
  625. 27:05produce itself, and that, obviously,
  626. 27:07limits Europe's ability to influence
  627. 27:09the world. Offer three, the American
  628. 27:13offer. The United States has decided
  629. 27:16not to play at global governance. It
  630. 27:18offers country-to-country deals with
  631. 27:20the full package. It sells you the
  632. 27:22chips, gives you access to the cloud,
  633. 27:24and sells you the most advanced
  634. 27:26American models under the promise that
  635. 27:29you will have your own AI within its
  636. 27:31ecosystem. At this year's summit in
  637. 27:35India, they even presented a sort of
  638. 27:36technological volunteer corps, an AI
  639. 27:38Peace Corps. Notice the symmetry. The
  640. 27:42two giants offer you the same thing:
  641. 27:44capacity in exchange for an ecosystem,
  642. 27:47with one difference. The American offer
  643. 27:49asks you to be a partner; the Chinese
  644. 27:51one only asks for a download.
  645. 27:54Furthermore, you have no guarantee of
  646. 27:55being able to access their best models
  647. 27:57forever—the American ones. We saw it
  648. 28:01recently with Fable, which we couldn't
  649. 28:02use for two weeks because Donald Trump
  650. 28:04decided it wasn't safe and that he
  651. 28:06preferred—that it wasn't safe for the
  652. 28:08national security of the United States.
  653. 28:11And that is why he banned it. And this,
  654. 28:13of course, makes any potential partner
  655. 28:15very nervous, whether they are
  656. 28:17countries or companies. I cannot make
  657. 28:19large investments in a technology if,
  658. 28:21at any given moment, you are going to
  659. 28:23take away my access to it. And who is
  660. 28:26winning customers? This is a fact that
  661. 28:28we in the West don't want to look at.
  662. 28:31Wiko is born with 29 founders, which
  663. 28:33include heavyweights from the
  664. 28:35developing world. It includes Brazil,
  665. 28:38it includes Indonesia, it includes
  666. 28:40South Africa. Exactly the countries the
  667. 28:42club of democracies never invited to
  668. 28:44the table, and analysts point out that
  669. 28:47this support will weigh heavily at the
  670. 28:49UN, where votes are counted by country.
  671. 28:53The game of AI rules will not be won,
  672. 28:55therefore, by whoever has the best
  673. 28:57model, but by whoever has the most
  674. 28:59seats occupied in these international
  675. 29:01forums. And today, the room that is
  676. 29:04growing the most is in Shanghai. And us
  677. 29:11, the Latin American countries and
  678. 29:13Spain—well, I did explicitly mention
  679. 29:15Latin America and the Caribbean,
  680. 29:17because Latin America is not a
  681. 29:18spectator in this game; it is on the
  682. 29:20board. Three possible endings for our
  683. 29:24countries. One, several AI poles
  684. 29:26competing, with each country choosing
  685. 29:29sides, the United States or China. Two.
  686. 29:33Two technological blocs facing off like
  687. 29:35in the Cold War, but with AI instead of
  688. 29:37missiles. And three, it doesn't matter
  689. 29:41who has the best model because the
  690. 29:42rules of the game are written at a
  691. 29:44headquarters in Shanghai, and whoever
  692. 29:46writes the rules wins without firing a
  693. 29:48shot. I'm not going to tell you which
  694. 29:52of these three options will happen, but
  695. 29:53I will leave you with the question that
  696. 29:55your government and your company will
  697. 29:56have to answer sooner than we think.
  698. 30:00When they offer you artificial
  699. 30:02intelligence for free, what exactly are
  700. 30:04you accepting? That is a very good
  701. 30:06question. And when they charge you for
  702. 30:08it, too. At the beginning of the video,
  703. 30:14I told you that the most dangerous
  704. 30:15thing about the Chinese offer is that
  705. 30:17they don't ask for anything in return.
  706. 30:19Now you know why. British railways
  707. 30:22worked, they moved the world, created
  708. 30:24wealth, connected continents, and for
  709. 30:27half a century they decided from London
  710. 30:29where the economies of dozens of
  711. 30:31countries would flow. Nobody called it
  712. 30:35dependency; they called it progress.
  713. 30:38The question today isn't whether
  714. 30:39Chinese locomotives are good, which
  715. 30:41they are, and they're free. The
  716. 30:43question is, who is maintaining the
  717. 30:45tracks? Locomotives are gifted; tracks
  718. 30:48are inherited. China's plans are very
  719. 30:52attractive to countries that have fewer
  720. 30:54resources and don't want to depend on
  721. 30:56the decisions of the White House, on
  722. 30:58the whims of the White House, to make
  723. 30:59their day-to-day work. How do you see
  724. 31:03it? If you were a leader, what decision
  725. 31:05would you make? Would you go down the
  726. 31:07Chinese path? Would you go down the
  727. 31:09American path? Would you try to
  728. 31:11generate your own artificial
  729. 31:12intelligence? It is not an easy
  730. 31:15decision at all, because the level of
  731. 31:17investment that artificial intelligence
  732. 31:20requires means that the options are
  733. 31:22necessarily few and that they have a
  734. 31:24lot of hidden compromises behind them.
  735. 31:28Well, see you in the next video, which
  736. 31:30we will try to make even better than
  737. 31:32this one. Please don't forget to
  738. 31:34subscribe. There are still many people
  739. 31:36who watch my videos and are not
  740. 31:38subscribed. Bye.

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