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Satvik Pendyala
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Oct 30, 2026
A Coming "Tidal Wave" of Chinese AI Chips? How a Chinese AI Stack Might Compete Globally with the US
29:55

Ryan FedasiukGUEST
But I want to see if Southpac has any pushback or any different interpretation.
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30:00Satvik PendyalaGUEST
Yeah, I would say that regarding the capabilities in the open source, my initial take is just the cat's already out of the bag.
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30:08Satvik PendyalaGUEST
Capabilities already in the open source today can pose major threats to cybersecurity.
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30:16Satvik PendyalaGUEST
And since it's already in the open source, open weights, it's like closing the barn door after the horse has left.
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30:26Satvik PendyalaGUEST
The fact that these models are now in the open means that these can be used to train better models.
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30:32Satvik PendyalaGUEST
That in itself, I feel, is not always a constraint in the sense that if GLM 5.3 is already out, that means that you could distill whatever model weights that you have easier because it is an open weights model.
11 MINS LATER