U.S. vs China's Race to Superintelligence | Jeremie & Edouard Harris

In this episode, Jeremie and Edouard Harris, co-founders of Gladstone AI and national security advisors, join us to break down the real score in the U.S.–China AI race.We unpack what it actually means to “win” in AI: from cutting-edge model development and compute infrastructure to data center vulnerabilities, state-sponsored espionage, and the rise of robotic warfare. The Harris brothers explain why energy is the hidden battleground, how supply chains have become strategic liabilities, and why export controls alone won’t save us.This is not just a geopolitical showdown - it’s a race for superintelligence, and the clock is ticking.------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://pod.link/1813210890https://x.com/LimitlessFT------TIMESTAMPS0:00 AI race: who's ahead?3:36 Framing AI as an arms race9:06 Gov't awareness of AI conflict16:46 AI reports feel like sci-fi20:52 China vs US: model race25:19 Shift to inference-time compute27:27 China’s software vs US hardware30:36 Open vs closed source politics35:04 China’s energy dominance39:40 America’s electric grid lag44:03 Supply chain vulnerabilities52:38 US chipmaking onshoring55:35 U.S. lead in chips58:27 DUV vs EUV bottlenecks1:02:53 Manufacturing gap in robotics1:06:20 Fear vs optimism in culture1:10:53 Coordination vs dynamism1:15:37 Bot-driven opinion warfare1:19:25 China pushing degrowth narratives?1:22:32 National security recommendations1:27:03 Co-op or conflict endgame?1:30:54 Closing------RESOURCESJeremie Harrishttps://x.com/jeremiecharrisEdouard Harrishttps://x.com/harris_edouardAmerica’s Superintelligence Projecthttps://superintelligence.gladstone.ai/------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠