This admin is super in favor of isolationist policies right now. Whatever can bring in the most bribes. To the detriment of 99% of the public.

Your first point is correct, but your second point doesn't follow. Lack of protectionism is based on the notion that the U.S. will always be technologically one step ahead of China because China can only copy. That's what has gotten us to where we are. Note that China itself is a protectionist economy. So in some sense protectionism is recognizing that China has a pretty good industrial policy and copying it.

China played the smart long game and took advantage of America's ignorance and short-sighted thinking. They already "won" in the sense that they outmaneuvered the U.S. because they relied on flaws in human nature (specifically, greed). Their moves around AI are just more of the same clever behavior.

I don't agree with all of their means for getting here, but to accomplish what they have in ~30 or so years [1] should blow minds far more than it does in the West. And they did it by convincing us to give them control of our manufacturing and selling us (literal) boatloads of cheap junk. Historians will look back on this era as one of the greatest demonstrations of "winning without firing a single shot."

This whole insular POV is tired, ignorant, and frankly just another indicator that America has lost the plot, shit-faced on its own arrogance.

[1] https://en.wikipedia.org/wiki/Historical_GDP_of_China

The alternative to protectionism is Chinese-style industrial policy. Which necessitates Chinese-style "we don't care if you're a billionaire, you will do as we say or men with guns will make you" levels of governmental control. Which I'm not sure any of us really want, as satisfying as it would to watch these CEOs get publicly re-educated.

They aren't patriotic and they don't really care about competing with China, they fancy themselves princes and are playing on the silents/boomers in charge being irreparably stuck in the Cold War.

It goes both ways. It has been almost 10 years since I visited the PRC but the air and water were heavily polluted with industrial waste, outside the tier 1 cities people were living in makeshift subsistence tin housing, and it wasn’t uncommon to see farmers using oxcarts.

There’s a reason China has a GDP per capita somewhere around that of Argentina.

Of course, they also have futuristic cities, maglev, and plenty of brilliant engineers and scientists, therefore it makes sense to be pragmatic. But there are a lot people talking up China because they hate the US and are bought into a massive propaganda / influencer campaign.

If anything it'll speed up their progress by forcing local solutions.

https://www.heise.de/en/news/DeepSeek-orders-160-000-Huawei-...

At the current pace of iteration from Deepseek I think this is a moot point, they'll keep building their own RL environments, and just keep RL on top of whatever flavor of model they can train/host on their Huawei SuperPods

But they're not compute starved. NVidia's kit is convenient for compute but not absolutely necessary. Chinese labs have been training with Huawei chips already. They also have a huge supply of existing Nvidia gear to use. Just because it's not the absolute latest generation isn't really important.

Also as we have seen, the Chinese labs will just buy their kit through cut outs or do training in locations where there's no embargo.