Everyone has a take on China and AI right now. Very few have actually been to China.
I spent last week in Beijing and Shanghai meeting most of the major model labs, researchers, VCs, and founders building Chinese AI. This trip meant a lot to me beyond the work. My parents were born and raised in Beijing. I spent my earliest years growing up in my grandparents' Xicheng district apartment. As a child, I wanted to be a diplomat because I thought US–China would be the defining relationship of the next hundred years. I got as far as spending a decade investing across both and then the two halves of my identity stopped being compatible. This was my first trip back since.
Below is a write-up of what I found. In short: there is no version of the next decade where Chinese open models don't matter.
https://t.co/gpFas0ABtC
Introducing Claude Opus 5.5, the first model in our new Claude 5.5 family.
It performs at the level of Claude Fable 5.1 for most tasks, and costs 40% less to run than Opus 5.
Sinopse de A Odisseia:
"Jason Bourne perdeu-se no mar por anos. Sua esposa, Mulher-Gato, encontra-se desolada e está sendo cobiçada pelo Batman. O filho de Bourne, Homem-Aranha, foi procurar o pai com a ajuda do Justiceiro".
Our thoughts on the importance of AI sovereignty.
1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their gain and your loss.
2. Data retention is your treasure. Transfer it at your own peril. Your ability to win is dictated by your ability to recognize and use your unique edges, and you keep winning by compounding the underlying data to generate new insights. Transferring that data hands over access to your pre-existing winning plays and yields the means of production for new ones.
3. Tokenmaxxing hijacks your value orientation and decreases your institutional fortitude and intelligence. The pursuit of high token usage incentivizes disposable scripts over robust software — with the addictive feeling of false progress. There is a reason why those selling tokens refuse to charge based on value.
4. Controlling your weights is controlling your fate. Weights are the distilled form of hard-won, accumulated institutional knowledge. If you let others control your weights, you are allowing them to migrate the alpha of your business to theirs.
5. There is no contradiction between sovereignty and alpha. The architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha.
6. Politicizing the technical issues involving sovereignty is what your adversary wants. Techno-politicization is the wellspring of false sovereignty. Techno-politicization drives decisions that seem to reduce dependency, but ultimately limit agency — especially on the battlefield in the West.
7. Real expertise is existential. Allowing politics or favoritism to determine your technical decisions rewards whoever is best at politics, not whoever is right. Listen to those closest to the problems, not those speaking most compellingly about them.
8. Learn from institutions that are winning or that have consistently delivered. Institutions facing existential threats do not have the luxury of making technical decisions based on political preferences.
9. Only listen to institutions, countries, and people who have a proven record of being right. A track record of correctness is the best and only signal for future correctness. Judging something as right or wrong based on who you like is exceedingly misguided.
because delusional american leftists who’ve never left their bedroom (except to go on state sponsored trips to dictatorships and do pr for them) think they know more about cuba than actual cubans
After decades of pulling apart, the parties now present almost exactly inverse images of each other in the House, demographically & economically., That divergence explains much of how the House does-and doesn't -function today. My take. https://t.co/AMogQ4BttY