Quote · God Mode Podcast
EP17: The SpaceX IPO Thesis Just Flipped + Anthropic Passed OpenAI (First Time IRL, w/ Reuben Ferrante)
Where this was said
China, compute & the real moat
At 45:08 · chapter starts 44:00
Ben opens the China discussion with a provocative thesis: once Mythos goes open-source, Chinese teams will have Mythos-quality capability within months. Luca and Reuben converge on the same conclusion: if Anthropic and OpenAI don't remain at the bleeding edge, they lose their entire moat. And compute is the one thing that can't be open-sourced — even if you run a free Chinese model, you still need to pay for compute to run it. Reuben adds that China is 'not short of compute' and may actually have a better electricity position than the US for large-scale inference. The implication: the long-term AI race may be decided as much by energy infrastructure as by research talent.
China is not short on compute and may have a better electricity position than the US. Once frontier models go open-source, Chinese AI players can undercut Western labs on price. If Anthropic and OpenAI don't stay at the bleeding edge, they lose their entire moat.
