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Explore China Just Popped The AI BUBBLE with 684,402 views, 9,061 likes, and 765 comments. Experience the impact of this video content that has captured audience attention.

📩 Join the team: https://tally.so/r/VLQROE 👾 Discord Link: https://discord.gg/ZXehuD6a9 🎬 Work with us: [email protected] Abstract: -------------- China is giving away the most valuable technology on Earth for free. Not because it's losing the AI race - but because it's moving the fight to a layer it already won twenty years ago. Seven American companies now make up a third of the US stock market, and their valuations rest on one assumption: that intelligence stays expensive. Chinese labs like DeepSeek, Qwen, Kimi and GLM are releasing near-frontier open-source AI models for free, forcing OpenAI and Anthropic to squeeze their margins. One layer down, Huawei is building cheaper AI chips at scale and betting on inference. And underneath all of it sits the layer nobody is watching. In this video we break down how the AI race is playing out: what a large language model physically is, how distillation lets one lab copy another's model at a fraction of the cost, why the ASML export ban locked China out of frontier chips, the difference between training and inference, why Nvidia's 75% gross margin depends on having no competition, and what China's twenty-year head start in power generation means for who wins artificial intelligence. Chapters 00:00 - Intro 02:20 - The Recipe 03:56 - The Chinese Kitchen 06:22 - The Perfect Sacrifice 08:33 - The Wrong Fight 12:26 - Writing's on the Wall 16:51 - The Last Layer Watch next - how SpaceX plans to solve the energy problem by going straight to the sun: https://youtu.be/LpzZ8BnYwcw?si=SPJrK0G8CbcbkJlZ Topics Covered ------------------------- china ai, ai bubble, china ai race, us china ai, nvidia, nvidia stock, ai bubble burst, deepseek, open source models, distillation, china chips, huawei, ai race, artificial intelligence, semiconductor war, chip war, asml, export controls, ai inference, qwen, kimi, china tech, ai stocks, ai geopolitics, china electricity, ai energy, data centers, ai infrastructure, china manufacturing, tsmc, ai compute, china power grid, ai investing #AI #China #Nvidia #ArtificialIntelligence #AIBubble #OpenSource People of IDK: ---------------------- sidvro - https://x.com/sidvro notmad42 - https://x.com/notmad42 thelaazypanda - https://x.com/thelaazypanda About IDK Show: -------------------------- IDK Show is a show about the future. An honest attempt to figure out how we position ourselves today to survive tomorrow, in a world of AI, and everything that comes with it. At IDK Show, we try to answer what it means to be human in an age of machines. We don't pretend to know all the answers hence the name: IDK Show (I Don't Know Show). Because when it comes to the future, the smartest thing you can say is "IDK". @IDK_Show​

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