Since the beginning of the AI revolution, a few companies have claimed to be building the best and most powerful AI models. All of them were American. More recently, a few Chinese companies seem to have caught up, shipping models that are much cheaper and maybe also just as good. The Verge's Hayden Field and Lauren Feiner join the show to explain how China made so much progress, the threat that progress represents to US companies and the US government, and what might happen next.

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