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World News See other World News Articles Title: Ray Dalio Warns Of Brutal AI War Between U.S. And China: 'No Country Can Lose' Billionaire investor and Bridgewater hedge fund founder Ray Dalio warned in an interview with All-In podcast co-host David Friedberg that neither the United States nor China can afford to lose the race for AI supremacy, stressing that this technological "war" is far more critical than "profits." CAPITAL @capitalnewshq . @RayDalio to @friedberg : Neither U.S. or China Can Afford To Lose AI War "I think the super scalers in this world have risk issues, think about Nvidia or others. I think that the tech war, certainly the productivity, I'm with you, but you want to invest in productivity. But there’s great disruption that’s going to take place, and there are going to be the disruptors and the disrupted. It’s not necessarily those who are producing the vehicles, but those who are implementing and changing as a result of having their big impact. I think that the tech war for the AI war is easily more important. It’s a war that no country can lose because it’s more important than profits. If you lose, if China or the U.S. really lose this war, it’s more important than profits. So, you have to play that war that way. It could be like electric vehicles, or more in terms of Chinese electric vehicles. You can produce them and I think there’s such expectations. I think we are going to see applications. I think the Chinese are a bit behind in the chips, but they’re ahead in the applications." https://twitter.com/i/status/1884317171431432300 DAVID FRIEDBERG: I'm a productive asset guy. I like owning businesses that make stuff. In this environment, where do I own a productive asset— a business that can still see its revenue and its income grow as this inflationary effect and this devaluation occurs as we get through a debt crisis like this? What would be the best kind of productive asset? Is it a mining business? Is it a commodity trading business? RAY DALIO: I’m with you. So, you know, that chart that we showed in the beginning has this line where productivity is going up. And it tends to compound on itself. And I think that’s where AI, and that is fantastic, but it depends where you’re referring to AI. I think the super scalers in this world have risk issues. You know, you think about the super scalers like Nvidia or others. I think that the tech war, certainly productivity, I’m with you man, but you want to invest in productivity. But there’s great disruption that’s going to take place, and there are going to be the disruptors and the disrupted. It’s not necessarily those who are producing the vehicles, but those who are implementing and changing as a result of having their big impact. I think that the tech war, the AI war is more important. It is actually more important. It’s a war that no country can lose because it’s more important than profits. If you lose, if China or the U.S. really lose this war, it’s more important than profits. You have to play that war that way. It could be something like electric vehicles, or more in terms of Chinese electric vehicles, where they can produce them. But I think there are such high expectations. I think we are going to see applications. I think the Chinese are a bit behind in the chips, but they’re ahead in the applications. DAVID FRIEDBERG: Did you see the DeepSeek announcement this weekend? RAY DALIO: Yes, and that was known for a little while now. The Chinese play is going to be chips—very inexpensive chips embedded into manufactured goods. You’ll see robotics. The Chinese are unbelievably [good] at making things inexpensively. They own 33% of all world- manufactured goods, which is more than the combined US, German, and Japanese manufactured goods. The Chinese produce more. You’re going to see that type of competition, and it may be like solar panels or something. Profit doesn’t matter. I think that where there’s productivity and innovation and disruptors to be. Essentially, being long those who are benefiting themselves through usage or creating the applications that are having the big effect is certainly one thing. Poster Comment: Alternative: Earth Changes flips the script for all of us. Post Comment Private Reply Ignore Thread Top • Page Up • Full Thread • Page Down • Bottom/Latest Begin Trace Mode for Comment # 1.
#1. To: Horse (#0)
China wins as long as it doesn't make its AIs pretend negroes are smart.
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