Jordan Schneider Thinks the Real AI Race Is About Compute, Not Models

In this episode of The Spillover, host Sebastian Mallaby sits down with Jordan Schneider, founder and editor-in-chief of the ChinaTalk podcast and newsletter, to discuss AI progress and security, as well as the U.S.-China AI rivalry. Hosts: Sebastian Mallaby, Paul A. Volcker Senior Fellow for International Economics, Council on Foreign Relations (CFR) Guest: Jordan Schneider, Founder and Editor in Chief, ChinaTalk Mentioned on the Episode: Jordan Schneider, “ChinaTalk” podcast and newsletter “DeepSeek: The Quiet Giant Leading China’s AI Race,” translation of Liang Wenfeng’s interview with Waves Want to keep up with The Spillover? Sign up to receive an email alert when new episodes are released. The Spillover is a production of the Council on Foreign Relations. The opinions expressed on the show are solely those of the hosts and guests, not of the Council, which takes no institutional positions on matters of policy.