According to Lee, parallel to the AI race is 'a separate, potentially more important race' to figure out how 'who can govern powerful AI without choking off innovation.' China may be slightly edging ahead of the US in that race.
大多数人认为美国在AI领域领先中国，但作者认为中国在AI治理方面可能领先美国，这是一个反直觉的观点，挑战了主流认知中美国在AI技术和监管方面都领先的看法。
Qwen3.5 397B A17B: 15.3%, DeepSeek V3.2: 14.5%, GLM-5: 14.5%, Kimi K2.5: 11.5%, MiniMax-M2.7: 10.6%
中美专业服务 Agent 的差距在这里变得具体可见：顶级美国模型 33%，中国最强开源模型（Qwen3.5、DeepSeek、GLM-5）约 14-15%，差距超过 2 倍。更值得注意的是智谱 AI 的 GLM-5 与 DeepSeek V3.2 并列，说明在专业服务 Agent 这个维度，国内头部玩家的能力相当接近。对于智谱的战略意义：这个 2 倍差距是否可以通过领域专精（比如专注于中国本土金融场景）来弥补？
Just last year, Anthropic spent over ten times more on compute than Minimax and Zhipu AI combined, and the gap is even wider for OpenAI:
这个数字对国内 AI 从业者而言极为刺耳：Anthropic 一家的算力投入就超过智谱 AI 和 MiniMax 合计的十倍以上，而与 OpenAI 相比差距更大。所谓「中美 AI 竞争激烈」的叙事背后，是一场体量悬殊的不对称战争——不是同一量级的竞争，而是大卫与歌利亚的对决。对智谱这样的公司，这既是警醒，也是生存战略的根本约束。
for - report - America's Superintelligence Project - definition - ASI - Artificial Super Intelligence
summary - What is the cost of mistrust between nation states? - The mistrust between the US and China is reaching an all-tie high and it has disastrous consequences for an AI arms race - It is driving each country to move fast and break things, which will become an existential threat to all humanity - Deep Humanity, with an important dimension of progress traps can help us navigate ASI