How China Could Dominate U.S. AI | Dr. Michael Power on Open Source and "The Three Assassins" of Moore's Law - Monetary Matters with Jack Farley

Om avsnittet

Dr. Michael Power, a seasoned financial analyst, consultant, and strategist, joins Jack to discuss his recent work that predicts the Chinese A.I. industry may soon beat the U.S. at its own game. Dr. Power explains what makes the Chinese approach fundamentally different from U.S. labs like OpenAI and how it will likely affect the Chinese economy, the worldwide adoption of A.I., and the valuations of U.S. A.I. companies. As Dr. Power explains, China has the potential to not only catch up to the U.S., but to become the global leader in artificial intelligence. He and Jack get into the weeds to cut through the noise and get a read on what is really happening with Chinese A.I. Recorded on January 7th, 2026.

Read Dr. Power’s No More Moore? Essay https://tinyurl.com/hvxdubbw

Follow Dr. Power on LinkedIn https://za.linkedin.com/in/michael-power-8825473

Follow Jack Farley on Twitter https://x.com/jackfarley96

Follow Monetary Matters on:

Apple Podcasts https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

How China Could Dominate U.S. AI | Dr. Michael Power on Open Source and "The Three Assassins" of Moore's Law

Om avsnittet

Fler avsnitt

The Case for Public Markets | Cromwell Coulson on Small-Cap Capital Formation, Disclosure, and SEC Offering Reform

Too Much Compute: Why This Top Hedge Fund Manager Believes AI is Heading for a Massive Oversupply | David Orr

Structural Flows Will Support Stocks Until the U.S. Treasury Crisis in 2027 | Cem Karsan & Noel Smith | Kai Asset Management

Following the Private Credit Loan Books | Laks Ganapathi

Why This Short Seller Doesn’t Want to Short the AI Bubble | Russell Clark

Growth Expectations Are Probably Too High | Andy Constan on Post-Midterms Macro View, Bond Supply Issue, and QRA (Quarterly Refunding Announcement)

Preparing For 2027 Inflection in Global Liquidity | Michael Howell’s Bull Case For Bonds and Tepid View of Liquidity-Sensitive Assets

The Fed Better Have AI's Back Or There Will Be Problems | Dan Krausz on “Liquidity Trap Door” In AI Infrastructure and Why Policymakers Are Inclined to Support Financial Conditions

Why Compute Prices Are Still Rising | Steve Hou of Silicon Data on GPU Rental Indices, Fed Meeting, and Anthropic S-1 (LIVE)

The Fed Put Is Dead: Why Stagflation & a Bear Market Are Next | Vincent Deluard | StoneX