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AI Live Players: the Geopolitics & Strategic Dynamics of AI, with Samo Burja of Bismarck Analysis

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In this episode of The Cognitive Revolution, Nathan interviews Samo Burja, founder of Bismarck Analysis, on the strategic dynamics of artificial intelligence through a geopolitical lens. They discuss AI's trajectory, the chip supply chain, US-China relations, and the challenges of AI safety and militarization. Samo brings both geopolitical expertise and technological sophistication to these critical topics, offering insights on balancing innovation, security, and international cooperation. Apply to join over 400 Founders and Execs in the Turpentine Network: https://www.turpentinenetwork.co/ RECOMMENDED PODCAST: Live Players with Samo Burja. The "Live Players" podcast is where Samo Burja and Erik Torenberg chart the key individuals shaping our future from first principles. Apple: https://podcasts.apple.com/us/podcast/live-players-with-samo-burja-and-erik-torenberg/id1718925188 Spotify: https://open.spotify.com/show/5fbMTkHBnom1JIBWYNVBK1 RECOMMENDED PODCAST: 1 to 100 | Hypergrowth Companies Worth Joining. Every week we sit down with the founder of a hyper-growth company you should consider joining. Our goal is to give you the inside story behind breakout, early stage companies potentially worth betting your career on. This season, discover how the founders of Modal Labs, Clay, Mercor, and more built their products, cultures, and companies. Apple: https://podcasts.apple.com/podcast/id1762756034 Spotify: https://open.spotify.com/show/70NOWtWDY995C8qDqojxGw SPONSORS: Oracle: Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds; offers one consistent price, and nobody does data better than Oracle. If you want to do more and spend less, take a free test drive of OCI at https://oracle.com/cognitive Brave: The Brave search API can be used to assemble a data set to train your AI models and help with retrieval augmentation at the time of inference. All while remaining affordable with developer first pricing, integrating the Brave search API into your workflow translates to more ethical data sourcing and more human representative data sets. Try the Brave search API for free for up to 2000 queries per month at https://bit.ly/BraveTCR Omneky: Omneky is an omnichannel creative generation platform that lets you launch hundreds of thousands of ad iterations that actually work customized across all platforms, with a click of a button. Omneky combines generative AI and real-time advertising data. Mention "Cog Rev" for 10% off https://www.omneky.com/ Squad: Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist. CHAPTERS: (00:00:00) About the Show (00:00:22) About the Episode (00:03:48) Introduction and AI Worldview (00:04:58) AI as a Test of World Models (00:06:20) Progress in AI Science and Engineering (00:07:53) Caution in AI Predictions (00:09:24) Theory of AI Progress (00:12:00) AI Scientists vs Software Engineers (00:14:43) Importance of AI Scientists (00:16:32) US-China Competition in AI (00:19:15) Identifying Key AI Scientists (00:21:12) AI Research and Academia (Part 1) (00:21:28) Sponsors: Oracle | Brave (00:23:32) AI Research and Academia (Part 2) (00:26:29) Transformers and Future AI Architectures (00:28:30) Different Forms of AI Intelligence (00:30:38) Mixture of AI Architectures (00:33:10) Sponsors: Omneky | Squad (00:34:36) US Strategy for AI Development (00:38:14) Creating an American AI Hub (00:41:57) US-China Chip Ban and Industrial Policy (00:45:33) Global AI Players and India's Potential (00:50:22) US-China AI Conflict and Cooperation (00:52:16) Avoiding an AI Arms Race (00:57:33) Risks of Weaponizing AI (01:06:19) AI Safety and Minimizing Self-Other Distinction (01:09:03) Critique of the Leopold Plan (01:16:54) Alternative Approach to US-China AI Relations (01:19:38) Personal Use of Generative AI (01:23:36) Outro SOCIAL LINKS: Website: https://www.cognitiverevolution.ai Twitter (Podcast): https://x.com/cogrev_podcast Twitter (Nathan): https://x.com/labenz LinkedIn: https://www.linkedin.com/in/nathanlabenz/ Youtube: https://www.youtube.com/@CognitiveRevolutionPodcast Apple: https://podcasts.apple.com/de/podcast/the-cognitive-revolution-ai-builders-researchers-and/id1669813431 Spotify: https://open.spotify.com/show/6yHyok3M3BjqzR0VB5MSyk

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