Previewing U.S.-China (Trump/Xi) Summit for AI

Greg Allen and Jack Conlin preview the upcoming summit between the United States and China and the role AI will play in the meeting. They outline how China enters the summit maintaining access to U.S. compute, pushing for domestic alternatives to U.S. and allied chips and semiconductor equipment, spreading its AI models globally, and continuing to engage in distillation. Then, they go over U.S. intelligence and industry reports of distillation, previews of the summit itself, and Greg offers his prediction on what to realistically expect from the summit.

Chapters:

00:00 – 1:00 Introduction
1:00 – 14:17: Why China might feel good - continued access to American compute
14:17 – 24:30: Why China might feel good - domestic Chinese chip push
24:30 – 35:54: Why China might feel good - domestic Chinese SME push 
35:54 – 38:26: Chinese open models and HUMAIN
38:26 – 43:31: Chinese concerns - AI-enabled cyber risk
43:31 – 51:46: Chinese concerns - loss of control
51:46 – 58:28: How the United States feels heading in
58:28 – 1:02:57: Detailing US intel reports of Chinese distillation
1:02:57 – 1:10:23: Breaking down Anthropic’s distillation & AI misuse report
1:10:23 – 1:18:07: Previewing the summit itself
1:18:07 –1:27:37: Potential AI Outcomes from Summit