WHY AI SAFETY WON'T MAKE AMERICA LOSE THE RACE WITH CHINA

Summary from the TLDR AI newsletter

The US holds a 10x compute advantage over China. Proposed safety regulations might add 1-2% to training costs through disclosure requirements and capability evaluations, which won't meaningfully erode the lead. What could catastrophically undermine it: chip export lobbying that would collapse the advantage to 2x or application-layer regulations that strangle deployment with compliance burdens.