China's Rise, GPT-5.2, Anthropic IPO & the Battle for AI Trust w/ Emad, Salim, Dave & AWG | EP #214

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Keywords AI, Nvidia, China, OpenAI, Google, Gemini, Transformers, Robotics, Space, Data Centers, IPO, Elon Musk, Sam Altman, Deepfake, Deepseek, Nurups, Humanoid Robots, Orbital Compute, Skilled Trades, Europe, US Policy

Short Keypoints
China is significantly increasing its AI accelerator output to achieve independence from Nvidia, planning to produce half a million accelerators by 2026.
The Nurups conference saw a surge in Chinese AI research papers, with a notable decrease in US frontier labs' publications, suggesting a shift in research dominance.
Google's Titan and Miras architectures aim to overcome context window limitations in AI, enabling models to handle significantly larger amounts of data with long-term memory capabilities.
The AI industry is characterized by an intense "rat race" with frequent model leapfrogging, leading to speculation about GPT 5.2 and Gemini 3 Pro benchmarks.
The emergence of AI data centers in low Earth orbit is being driven by companies like Cosmospace and is seen as a new frontier for AI compute and potentially a precursor to Dyson swarms.
The US faces a shortage of 450,000 skilled trade workers needed for AI data center construction, with roles like welders and electricians earning substantial salaries.
Humanoid robotics is identified as the next major frontier after AI agents, with a focus on government strategies and competition between US and Chinese firms like Tesla Optimus and Engine AI's T800.