Friedberg states Chinese scientific publications went from half of US levels in 2015 to 50% more than US now.
“a statistic. In twenty fifteen, ten years ago, papers published by Chinese research labs and major scientific journals were about half of The United States. Yeah. Now 50% more than The United States.”
Friedberg states Chinese scientific publications went from half of US output in 2015 to 50% more today across all categories.
“In twenty fifteen, ten years ago, papers published by Chinese research labs and major scientific journals were about half of The United States. Yeah. Now 50% more than The United States.”
Friedberg notes China is building 400 nuclear reactors, equivalent to 60% of total US power production capacity.
“Just try to think about each one of those being one, maybe one and a half gigawatts. Suddenly, that's 60% of The US power production capacity being built right now in just nuclear by China.”
Friedberg states China is constructing 400 nuclear reactors representing 60% of total US power production capacity.
“Just try to think about each one of those being one, maybe one and a half gigawatts. Suddenly, that's 60% of The US power production capacity being built right now”
Friedberg says China has 400 nuclear reactor sites under construction, representing 60% of total US power production capacity.
“Suddenly, that's 60% of The US power production capacity being built right now in just nuclear by China.”
Friedberg notes Elon needs a terawatt of compute, equivalent to total US electricity production capacity.
“Elon this week is saying, hey, need a terawatt of compute. Terawatt is roughly the power production or the electricity production capacity of the entire United States.”
Friedberg notes US electricity capacity doubles to 2040 while China's triples from three to eight terawatts.
“Terawatt is roughly the power production or the electricity production capacity of the entire United States. US is going from one to two between now and 2040.”
Friedberg states US will add one terawatt by 2040 while China adds five terawatts, excluding gen four nuclear.
“The US is forecasted to increase its electricity production capacity from one to two terawatts by twenty forty, fifteen years from now.”
Friedberg warns China is adding five Americas worth of electricity capacity, creating huge advantage in AI era.
“So in the next fifteen years, China is adding five Americas. Yes. In electricity production capacity.”
Friedberg argues replacing China's 112 million factory workers is practically impossible given purpose-built infrastructure.
“There's about a 112,000,000 people in China that work in factories. Factories in China are purpose built. So they're built to make a thing.”
Friedberg argues China's 112 million factory workers and purpose-built facilities make replacement extremely difficult.
“There's about a 112,000,000 people in China that work in factories. Factories in China are purpose built. So they're built to make a thing. And then they got to get retooled.”
Friedberg says 112 million Chinese factory workers and purpose-built facilities make China hard to replace for U.S. production.
“Factories in China are purpose built. So they're built to make a thing, and then they gotta get retooled if you wanna make another thing.”