The West LOST: China’s AI & Robot Revolution is Already Unstoppable | Arnaud Bertrand

Pascal welcomes back Arnaud Bertrand for a wide talk on China’s open source AI push, US tech controls, Europe’s growing dependence, drones and humanoid robots, Southeast Asia’s balancing act, new payment rails in Asia, China’s response to US sanctions, and the wider shift in global power around Iran, finance, industry, and the fading force of Western control.

Links:

Arnaud Bertrand on X

https://x.com/RnaudBertrand

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https://arnaudbertrand.substack.com/

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Timestamps:

00:00:00 Introduction and China’s AI model

00:07:32 US control strategy and open source

00:15:51 Friendshoring Europe and the AI race

00:27:01 On-device AI and humanoid robots

00:32:17 Southeast Asia between two systems

00:35:56 Asian payments and SWIFT

00:42:40 China challenges US sanctions

00:52:24 Iran war and Europe’s decline