Bankless LIMITLESS: U.S. vs China's Race to Superintelligence | Jeremie & Edouard Harris
22 snips
Jun 18, 2025 
Jeremie and Edouard Harris, co-founders of Gladstone AI and national security advisors, dive deep into the intense U.S.-China race for AI dominance. They discuss the stakes of this global rivalry, emphasizing the hidden battleground of energy and the vulnerabilities of supply chains. The Harris brothers highlight the implications of transitioning from a hardware-focused strategy to one centered on software, and the importance of securing semiconductor manufacturing in the face of escalating geopolitical tensions.
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Energy as AI Competitive Factor
- Data center power demands are enormous; China rapidly expands power to meet them.
- U.S. faces power and grid infrastructure challenges limiting AI scale-up.
Grid Vulnerabilities and Supply Risks
- The U.S. electrical grid relies on components often sourced from China, creating vulnerabilities.
- Supply chains for transformers and generators are fragile and long-delayed, threatening infrastructure security.
Chip Supply Chain and Onshoring
- The chip supply chain is America’s Achilles heel but efforts are underway to onshore fabrication.
- Taiwan Semiconductor leads in advanced chip nodes, and U.S. fabs progress despite unknown timelines.
