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I spent a week on the ground in China visiting 14 AI labs. The more I saw, the clearer it became that export controls may have inadvertently…
I spent a week on the ground in China visiting 14 AI labs. The more I saw, the clearer it became that export controls may have inadvertently created a durable efficiency moat – Chinese labs are extrac
I spent a week on the ground in China visiting 14 AI labs. The more I saw, the clearer it became that export controls may have inadvertently created a durable efficiency moat – Chinese labs are extracting 4-7x more intelligence per unit of compute and serving it at a fraction of Western prices. https://www.exponentialview.co/p/inside-chinese-ai-labs-efficiency-moat
Source: Emad Mostaque (X) | 2026-05-14