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As ChatGPT swept the world by storm in early 2023, a Chinese AI researcher would share with me a clear-eyed analysis that unraveled OpenAI’s inevitability argument. What OpenAI did never could have happened anywhere but Silicon Valley, he said. In China, which rivals the US in AI talent, no team of researchers and engineers, no matter how impressive, would get $1 billion, let alone ten times more, to develop a massively expensive technology without an articulated vision of exactly what it would look like and what it would be good for.