China’s AI stocks have shed $33 billion this month. It looks like American containment working — but the bigger force is a bubble China blew itself. A valuation correction is not a capability collapse. watchchina.ai keeps the two clocks separate.
Amodei asked the world to pace AI for safety — then demanded China’s chips be cut off in the same essay. Beijing called it a Cold War playbook. And the dilemma Amodei himself admits reveals the structural tragedy of the whole race.
“BREAKING: China made it illegal for AI to take your job” is going viral. It’s wrong three ways. But the real ruling — you can’t be fired just because an AI can do your work — is quietly more significant, and no Western country has matched it.
US intelligence just named six Chinese AI firms for industrial-scale distillation, 16 days before the summit. watchchina.ai read all 3,585 words — including the fact that “theft” appears exactly zero times. What the document says, and what it pointedly doesn’t.
America outspends China five-to-one on AI compute and the gap is barely moving. When Stanford said it, it was academic. When Moody’s says it, it’s financial — and that’s the warning Wall Street can’t ignore.
“Now or never.” The US and China are preparing their first-ever AI safety talks — with a proposal that both nations’ labs police themselves on AI cyberattacks. The first real substance before the summit, and what it reveals.