China Morning Missive

For #China, the past four years have been about addressing an American “containment” policy. This centered almost exclusively on disallowing China from accessing advanced chips and related technology.

What is becoming increasingly clear is that this policy is only slightly delaying the inevitable.

For those interested, pay close to attention to the DeepSeek Chinese AI protocol. There’s been growing coverage of the advances (and speed) China had made on this front with DeepSeek proving to be not just comparable with OpenAI in terms of performance, but also more cost efficient.

For those interested, this linked article below is great for providing a current state of competitive play.