U.S. and China are tied on models, but America leads on applications.
On the math level, on the computational side, we don’t have a big head start anymore. We are at an equal playing field in models. It’s like an arm’s length race. However, if you lift it up beyond specific computational benchmarks, the guts of the systems, the processes, the whole package, and the application developer ecosystem, America has got a little bit more of its act together. The probability that the industry vertical solutions are going to be U.S. born and scaled still feels right, even if on a specific benchmark there’s mathematical parity. Winning a benchmark doesn’t get you a prize. You’ve got to have products and services that can be scaled.
— AI, Innovation, and Risk, with Aneesh Chopra · The Keynote on AI