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.
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TIMESTAMPS
0:00 AI race: who's ahead?
3:36 Framing AI as an arms race
9:06 Gov't awareness of AI conflict
16:46 AI reports feel like sci-fi
20:52 China vs US: model race
25:19 Shift to inference-time compute
27:27 China’s software vs US hardware
30:36 Open vs closed source politics
35:04 China’s energy dominance
39:40 America’s electric grid lag
44:03 Supply chain vulnerabilities
52:38 US chipmaking onshoring
55:35 U.S. lead in chips
58:27 DUV vs EUV bottlenecks
1:02:53 Manufacturing gap in robotics
1:06:20 Fear vs optimism in culture
1:10:53 Coordination vs dynamism
1:15:37 Bot-driven opinion warfare
1:19:25 China pushing degrowth narratives?
1:22:32 National security recommendations
1:27:03 Co-op or conflict endgame?
1:30:54 Closing
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RESOURCES
Jeremie Harris
https://x.com/jeremiecharris
Edouard Harris
https://x.com/harris_edouard
America’s Superintelligence Project
https://superintelligence.gladstone.ai/
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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