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Masters of Scale · October 27, 2026 · 26m 34s

Eric Schmidt scores US vs. China: who’s winning the AI race?

Eric Schmidt, former Google CEO, gives a raw assessment of the US-China AI race, revealing the US lead has contracted from two years to just six months. He argues that expelling talented Chinese PhD students is a self-inflicted wound, weighs the open-source debate dividing Silicon Valley, and offers one pathway to avoid a zero-sum conflict, even as he admits the political odds are steep.

This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.

Preview

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US lead in AI race shrinks to six months
Schmidt says the US lead in AI over China has narrowed from two years to just six months.
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Expelling Chinese PhD students is a self-defeating 'own goal'
Schmidt calls America's policy of kicking out China's best PhD students one of its 'dumbest own goals,' directly harming US AI competitiveness.

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