China’s Endgame: ASI Timelines, US-China Relations, and the $1.7T AI Bubble With Alvin Graylin | 281

The mates sit down with Alvin Graylin to discuss China’s AI strategy, the escalating US-China AI race, realistic timelines for ASI, and whether the industry is heading toward a $1.7 trillion AI bubble. Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends Peter H. Diamandis, MD, is the Founder of XPRIZE, Singularity University, ZeroG, and A360 Salim Ismail is the founder of Open ExO, a GP at Exponential Venture Capital/The Organizational Singularity Fund and a sought after global speaker and thought leader. Dave Blundin is the founder & GP of Link Ventures Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified Alvin Wang Graylin is a technology pioneer, entrepreneur, executive, and thought leader with 30+ years of experience delivering innovative products in the AI, XR, cybersecurity, and semiconductor industries. He is the co-author of Our Next Reality: How the AI-powered Metaverse will Reshape the World. Chapters 00:00 - Introduction 11:14 - The US-China AI Race and Open-Weight Models 23:34 - China’s View on ASI Timelines 32:36 - How China’s Government Drives AI Innovation 47:15 - Model Distillation and the Economics of Frontier AI 54:23 - China’s Energy, Compute, and Data Center Strategy 01:03:31 - Robotics, Automation, and China’s Labor Shortage 01:09:28 - China’s AI Strategy and Global Ambitions 01:17:39 - AI’s Impact on Jobs and the Global Economy 01:24:15 - Why Smaller AI Models May Pose a Greater Risk 01:37:17 - Why China Is More Optimistic About AI 01:43:56 - Rethinking US-China AI Cooperation 01:51:36 - Is America’s AI Boom Becoming a $1.7 Trillion Bubble? 02:03:08 - Taiwan, TSMC, and the Future of Advanced Chips 02:10:49 - The Great Reckoning for the AI Industry – My companies: Apply to Dave's and my new fund: https://qr.diamandis.com/linkventureslanding Get the blueprint for generative media https://goo.gle/startupgenmedia Go to Blitzy to book a free demo and start building today: https://qr.diamandis.com/blitzy Your body is incredibly good at hiding disease. Schedule a call with Fountain Life to add healthy decades to your life, and to learn more about their Memberships: https://www.fountainlife.com/peter Join the Moonshots Mates on Sep 25th for the inaugural Moonshots LIVE. The world's greatest entrepreneurs, builders and creators, working together to build a hopeful and optimistic vision of tomorrow. Seats are limited and application only. Apply at moonshots.com before seats are sold out. _ Connect with Peter: X: https://qr.diamandis.com/twitter Instagram: https://qr.diamandis.com/instagram Substack: https://substack.com/@peterdiamandis Website: https://www.diamandis.com/ Xprize: http://www.xprize.org A360: https://www.abundance360.com/ Connect with Dave Web: https://db2.ai X: https://x.com/DaveBlundin?s=20 LinkedIn: https://www.linkedin.com/in/dave-blundin Instagram: https://www.instagram.com/dave.blundin TikTok: https://www.tiktok.com/@daveblundin Connect with Salim: Linkedin: https://www.linkedin.com/in/salimismail/ X: https://x.com/salimismail Join Salim’s 10x Shift: https://openexo.com/10x-shift?channel=moonshots Subscribe to Salim’s channel: https://www.youtube.com/@SalimIsmail Exponential Venture Capital: https://organizationalsingularity.fund Connect with Alex Web: https://www.alexwg.org LinkedIn: https://www.linkedin.com/in/alexwg/ X: https://x.com/alexwg Email: [email protected] Substack: https://theinnermostloop.substack.com/ Spotify: https://open.spotify.com/show/1thtZk5vHTXbtDHezPT7tl Threads: https://www.threads.com/@alexwissnergross Connect with Alvin LinkedIn: https://www.linkedin.com/in/agraylin/ X: https://x.com/AGraylin Instagram: https://www.instagram.com/agraylin/?hl=en Listen to MOONSHOTS: Apple: https://qr.diamandis.com/applepodcast Spotify: https://qr.diamandis.com/spotifypodcast Follow MOONSHOTS: Instagram: https://www.instagram.com/launchmoonshots/ TikTok: https://www.tiktok.com/@launchmoonshots X: https://x.com/launchmoonshots Threads: https://www.threads.com/@launchmoonshots – *Recorded on August 17th, 2026 *The views expressed by me and all guests are personal opinions and do not constitute Financial, Medical, or Legal advice.