David C.
17.4K posts








On Tuesday, I testified before the House Homeland Security Committee on China's strides in robotics and AI. I warned that we lost solar, batteries, and EVs -- now we're at risk of losing robotics and AI. If that happens, it would irreversibly change the balance of power. Five points: 1️⃣ China aims to win the next industrial revolution. PRC leaders believe history is shaped by industrial revolutions. The first, steam power, made Britain dominant. The second and third, electrification and mass manufacturing, made America dominant. China is determined to win the fourth. 2️⃣ In robotics, China is already winning. In 2024, China installed 300,000 new industrial robots. America installed 30,000. China now has over 2 million robots in its factories — five times more than the US. A decade ago, it imported 75% of its robots. Today it makes 60% domestically. This year alone, China may spend $400 billion on industrial policy. The entire US CHIPS Act provided $50 billion across multiple years. If we fall behind here, U.S. reindustrialization becomes farfetched. 3️⃣ In AI, we're ahead — but selling off the advantage. China has more energy, more talent, and makes the edge devices. But America still leads because of chips, according to China's own AI companies. US chips are 4-5x better than China's today. We are debating whether to surrender that edge. 4️⃣ We are inviting risks of cyberespionage and catastrophic cyberattacks. PRC law requires its companies to cooperate with intelligence services and never disclose it. Today's robots carry LiDAR, microphones, and cameras — they are mobile surveillance platforms. But the bigger risk is cyberattack. We know China has compromised our power, gas, water, telecommunications, and transportation infrastructure in preparation for cyberattack. We cannot deploy robots in sensitive facilities from the very country targeting those facilities. 5️⃣ Here's what we must do. Extend ICTS rules to cover Chinese robots. Direct CISA to audit where they're deployed in critical infrastructure. Ban federal procurement of Chinese robotics and AI. Strengthen semiconductor export controls. Stop treating American AI companies with more regulatory scrutiny than Chinese ones. And build allied scale in robotics—a trading bloc with preferential terms for the members that can rival China's scale in in the sector. Thanks to @HomelandDemsIt and @HomelandGOP for the hearing on this topic, and grateful to join @MRobbinsAUVSI and colleagues from Scale and Boston Dynamics for a great discussion.




Three Charged with Conspiring to Unlawfully Divert Cutting Edge U.S. Artificial Intelligence Technology to China “The indictment unsealed today details alleged efforts to evade U.S. export laws through false documents, staged dummy servers to mislead inspectors, and convoluted transshipment schemes, in order to obfuscate the true destination of restricted AI technology—China,” said John A. Eisenberg, Assistant Attorney General for National Security. “These chips are the product of American ingenuity, and NSD will continue to enforce our export-control laws to protect that advantage.” 🔗: justice.gov/opa/pr/three-c…


If we nominate Trump, we will get destroyed.......and we will deserve it.


👀 Watch how this works: As soon as we discuss Chinese censorship live on @CNN, China censors our broadcast feed to the entire country. They put up color bars reading "no signal please stand by." When that discussion with @ValerioCNN wraps, @CNNTheStoryIs is back on air.

















