Sam Winter-Levy

1.4K posts

Sam Winter-Levy

Sam Winter-Levy

@SamWinterLevy

Fellow @CarnegieEndow, Technology + International Affairs. Previously poli sci PhD @ Princeton, @ForeignAffairs, @TheEconomist.

New Jersey, USA Katılım Eylül 2011
2K Takip Edilen1.3K Takipçiler
Sam Winter-Levy retweetledi
lucaslfluegel
lucaslfluegel@lucaslfluegel·
Had a great time analyzing WuXi's Empire—the US's biotech bogeyman—with Nick Corvino for ChinaTalk. There's a lot more to unpack here, so let me know what we got wrong! Link: chinatalk.media/p/the-empire-o… Thanks to @jordanschneider et al. for the opportunity! PS: First X post✅
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Herbie Bradley
Herbie Bradley@herbiebradley·
I previously vibe-coded something similar using claude code and an app on my macbook, but I stopped using it because I have little idea what I would use it for anyway like, rent dominates most costs, if I ask it to help me budget it will just tell me to stop buying so many blue bottles, and most people don't want or need a complex investment strategy
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Sam Winter-Levy
Sam Winter-Levy@SamWinterLevy·
Great piece from my colleague Lucas Fluegel on the crown jewel in China's biotech empire
Kevin A. Bryan@Afinetheorem

Fantastic from @chinatalk / Fluegel and Corvino on WuXi AppTec and the Chinese biotech sector and its historical US link. From a strategy perspective, it's surprising how many leading Chinese firms (WuXi, CATL, Foxconn, etc) are pure econ of scale/scope plays.

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Kevin A. Bryan
Kevin A. Bryan@Afinetheorem·
Fantastic from @chinatalk / Fluegel and Corvino on WuXi AppTec and the Chinese biotech sector and its historical US link. From a strategy perspective, it's surprising how many leading Chinese firms (WuXi, CATL, Foxconn, etc) are pure econ of scale/scope plays.
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Fernando 🌺🌌
Fernando 🌺🌌@zetalyrae·
New day, new post. Today is about why having a superhuman AI available at all times might not change your life much.
Fernando 🌺🌌 tweet media
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Anton Leicht
Anton Leicht@anton_d_leicht·
AI strategies everywhere hinge on widely available American frontier AI. Post-Mythos, amid compute crunches, security concerns and distillation crackdowns, that paradigm is under threat. Today, I argue the era of widespread access to frontier AI is almost over.
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Sam Winter-Levy
Sam Winter-Levy@SamWinterLevy·
"There is no Github for closing a Series B, winning a knife fight, or negotiating with Houthis."
Tom Reed@mentalgeorge

I don't think automation of AI R&D will rapidly lead to domain-general super-intelligence. I think this will be true even if AIs can do *literally everything* a human AI researcher does today. Even after the full automation of AI R&D, further capabilities progress will only happen through (1) widespread deployment of AI throughout the economy, accompanied by data collection; and/or (2) the wholesale recreation of much of the economy by AI labs. Without access to the real-world signal provided by either of the above, I think that the only thing produced by automated AI researchers would be a "Goodhart Singularity". If I'm right, this is obviously good news. I make the case for this in a new piece on my substack

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Noah Tan
Noah Tan@noahhtan·
Congress is trying to close a longstanding loophole that allows Chinese customers to remotely access restricted U.S. chips. In a new article for @CarnegieEndow, I discuss the logic behind these "cloud controls" and why they're more complicated than they seem. My takeaways below:
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Sam Winter-Levy
Sam Winter-Levy@SamWinterLevy·
Still, there are lessons here for middle powers. Most won't control a node in the semiconductor supply chain. But many can find complementary assets to frontier AI, and use those to bargain for access and influence.
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Sam Winter-Levy@SamWinterLevy·
Ukraine recently started sharing millions of drone videos with allies to train AI models. In @lawfare, @JakeASteckler and I argue it offers useful lessons for middle-power AI strategy.
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Keşfet

@jordanschneider @herbiebradley @fleetingbits @chinatalk @KaylaBlomquist3 @Scott_R_Singer @CarnegieEndow @lawfare