Monetary Matters with Jack Farley How China Could Dominate U.S. AI | Dr. Michael Power on Open Source and "The Three Assassins" of Moore's Law
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Jan 12, 2026 
Dr. Michael Power, a macro strategist and consultant, explores how China's open-source AI strategy may outpace the U.S. He highlights the fundamental differences in approaches: China's utility-based model versus the U.S.’s monetized systems. Power discusses the implications for global AI adoption, the evolving landscape of chip suppliers, and the potential fading of NVIDIA’s dominance. He emphasizes the advantages of Chinese architectures, economic risks in U.S. tech investments, and identifies key players like Alibaba and Tencent as future winners.
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Study Chinese Tech Sources
- Read broader sources (including South China Morning Post) to understand Chinese tech developments that Western analysts miss.
- Actively study China's open-source and edge strategies before forming investment views.
The Three Assassins Of Moore's Law
- Three 'assassins' — physics, material science, and economics — are converging to make further transistor miniaturization extremely costly and fragile.
- That convergence creates an opening for alternative architectures and lower-margin commoditized hardware.
Architecture Cuts Memory Needs Vastly
- DeepSeek introduced training-architecture advances (MLA) that cut memory needs dramatically, enabling similar performance with far fewer chips.
- That architectural leap threatens to commoditize training and collapse the economics that powered U.S. AI spends.
