Unverified50% confidenceOpinionExact time
Nathan Lambert believes China is in no way inferior to the US in AI talent, and that the real shortcoming is compute; he gives the example that an ordinary OpenAI researcher can call on roughly 5,000 H100s of compute at any time.
1
Sources
50%
Confidence
Medium-term (~90 days)
Relevance
10/25/2026
First Seen
Valid until: 1/23/2027
Sources
Can Open-Source Models Catch Up to OpenAI? Nathan Lambert's In-Depth Analysis
youtubea16z10/14/2026
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