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.

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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

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*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.