Sam Winter-Levy

Fellow @CarnegieEndow, Technology + International Affairs. Previously poli sci PhD @ Princeton, @ForeignAffairs, @TheEconomist.

[lucaslfluegel @lucaslfluegel]

Had a great time analyzing WuXi's Empire—the US's biotech bogeyman—with Nick Corvino for ChinaTalk. There's a lot more to unpack here, so let me know what we got wrong!

Link: https://t.co/zJyKtvlXhr

Thanks to @jordanschneider et al. for the opportunity!

PS: First X post✅

[Sam Winter-Levy @SamWinterLevy]

@herbiebradley @fleetingbits https://t.co/36vxTknpeq

[Sam Winter-Levy @SamWinterLevy]

https://t.co/mjjNvYJL1O

[Sam Winter-Levy @SamWinterLevy]

Great piece from my colleague Lucas Fluegel on the crown jewel in China's biotech empire

[Kevin A. Bryan @Afinetheorem]

Fantastic from @chinatalk / Fluegel and Corvino on WuXi AppTec and the Chinese biotech sector and its historical US link. From a strategy perspective, it's surprising how many leading Chinese firms (WuXi, CATL, Foxconn, etc) are pure econ of scale/scope plays.

[Kevin A. Bryan @Afinetheorem]

Fantastic from @chinatalk / Fluegel and Corvino on WuXi AppTec and the Chinese biotech sector and its historical US link. From a strategy perspective, it's surprising how many leading Chinese firms (WuXi, CATL, Foxconn, etc) are pure econ of scale/scope plays.

[Fernando 🌺🌌 @zetalyrae]

New day, new post. Today is about why having a superhuman AI available at all times might not change your life much.

[Anton Leicht @anton_d_leicht]

AI strategies everywhere hinge on widely available American frontier AI. Post-Mythos, amid compute crunches, security concerns and distillation crackdowns, that paradigm is under threat.

Today, I argue the era of widespread access to frontier AI is almost over.

[Sam Winter-Levy @SamWinterLevy]

"Be skeptical of AI-and-growth forecasts that don’t name a mechanism for getting past the political settlement." https://t.co/7A04h0Uot1

[Kevin Frazier @KevinTFrazier]

A timely listen and a reminder to follow @KaylaBlomquist3 and @Scott_R_Singer

[Sam Winter-Levy @SamWinterLevy]

"There is no Github for closing a Series B, winning a knife fight, or negotiating with Houthis."

[Tom Reed @mentalgeorge]

I don't think automation of AI R&D will rapidly lead to domain-general super-intelligence.

I think this will be true even if AIs can do *literally everything* a human AI researcher does today.

Even after the full automation of AI R&D, further capabilities progress will only happen through

(1) widespread deployment of AI throughout the economy, accompanied by data collection; and/or
(2) the wholesale recreation of much of the economy by AI labs.

Without access to the real-world signal provided by either of the above, I think that the only thing produced by automated AI researchers would be a "Goodhart Singularity".

If I'm right, this is obviously good news. I make the case for this in a new piece on my substack

[Noah Tan @noahhtan]

Congress is trying to close a longstanding loophole that allows Chinese customers to remotely access restricted U.S. chips.
In a new article for @CarnegieEndow, I discuss the logic behind these "cloud controls" and why they're more complicated than they seem.
My takeaways below:

[Guy Ward Jackson @guywardjackson]

For middle powers thinking about how to leverage datasets to build a stake in the AI stack (often said but vaguely explained), this piece by @SamWinterLevy is a must read: https://t.co/xgxJYgbOlA

[Nabeel S. Qureshi @nabeelqu]

New essay, some notes on what makes art great:

https://t.co/5klrXN4C0C

[Sam Winter-Levy @SamWinterLevy]

https://t.co/OwWjmv5A6e

[Sam Winter-Levy @SamWinterLevy]

Ukraine recently started sharing millions of drone videos with allies to train AI models. In @lawfare, @JakeASteckler and I argue it offers useful lessons for middle-power AI strategy.

[Sam Winter-Levy @SamWinterLevy]

Still, there are lessons here for middle powers. Most won't control a node in the semiconductor supply chain. But many can find complementary assets to frontier AI, and use those to bargain for access and influence.