Person
1 episodes · 16 quoted claims
Amit Joshi says that in 2022, when the US pivoted to generative AI, Chinese companies were still focused on traditional machine learning.
“in 2022, when the US market suddenly pivoted to generative AI, China was still all in on traditional AI, machine learning, as we call it”
Amit Joshi says OpenAI built its early generative AI on existing infrastructure such as Microsoft's Azure platform and NVIDIA chips, which were not designed specifically for generative AI.
“they used the Azure platform, they used the NVIDIA chips, obviously, which were not, let's face it, they were not designed specifically for generative AI.”
Amit Joshi says Chinese companies vertically integrated their AI infrastructure so that chips, storage and data were designed for generative AI.
“let's take something that kind of vertically integrates this infrastructure, let's put it all together, and then make sure that the stack that we are building is meant for this.”
Amit Joshi says Ant Group built a healthcare-specific AI doctor, trained on hospital data, that is available to users of the Alipay app.
“The Ant Group, they said, we want to build an AI medical app, right? That's going to be available to people who have the Alipay app. So it's an AI doctor that's available on Alipay.”
Amit Joshi argues that AI is more like an economies-of-scale business than a network-effects business, so multiple providers can survive in parallel.
“this is going to be akin to an economies of scale kind of a business, rather than a network effects business”
Amit Joshi says DeepSeek is an open-source model whose weights can be modified and which can be run on a company's own servers.
“the leading Chinese model that's out there right now, which is DeepSeek, is an open-source model, which basically means I can take it, I can modify the weights, and I can put it on my servers”
Amit Joshi says Chinese AI models are trained on the Chinese internet in addition to the internet used to train Western models.
“the Chinese models have been trained on the Chinese Internet, in addition to the Internet, which the Western models are trained on.”
Amit Joshi says BMW plans to integrate DeepSeek into its vehicles for the Chinese and wider Asian markets.
“It's integrating DeepSeek, which is obviously the Chinese, uh, large language model, into its vehicles. So a lot of the AI in BMW vehicles is gonna be done by, uh, DeepSeek.”
Amit Joshi says Bosch, a major automotive supplier, finalized a high-performance computer for AI-enabled vehicles based on Chinese AI.
“Bosch, which is obviously a massive tier one supplier to automotive companies, they've just finalized a high performance computer for AI enabled vehicles”
Amit Joshi says Procter & Gamble is partnering with Douyin in China on interest-based e-commerce that combines short videos with product recommendations.
“it's partnering with Duoyin in China to do what's known as interest-based e-commerce.”
Amit Joshi says Alibaba's AI lets vendors on its B2B platform generate marketing images and descriptions for products they could not previously afford to promote.
“What I can now do is I can use Alibaba's AI to create marketing material, images, descriptions, et cetera, for the remaining forty-five.”
Amit Joshi says the Chinese government has become a massive user of Chinese AI for governance, city management and taxes.
“The government sector has now turned into a massive user of the Chinese ecosystem, of the Chinese AI ecosystem, for everything from governance to city management to taxes”
Amit Joshi says a bank he works with in Asia has used a triage engine to route queries among different language models since the early days of ChatGPT.
“there's a bank that I'm working with in Asia that has had this system in place pretty much since the early days of ChatGPT.”
Amit Joshi says that when he asked DeepSeek about the 1989 Tiananmen Square events, it answered that nothing happened.
“it says, basically, I mean, I'm I'm paraphrasing here, but it said nothing happened. It was a nice, sunny day.”
Amit Joshi compares AI to the mobile revolution, saying China's key difference was the business models built on the technology rather than the devices themselves.
“Were there mobile phones better than ours? I don't know. Maybe. Depends who you ask. Did they have significantly different business models that were based on them? 100% yes.”
Amit Joshi says Manus, an AI agent company that recently moved from China to Singapore, builds agents using a mix of Western and Chinese models.
“Look at these, look at tools like Manus, right, which is a Chinese company which recently moved to Singapore”