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Chinese leadership might not be convinced by AI extinction risks. However, they might agree to a slowdown deal if they realize the US compute advantage is insurmountable in the short term. The deal offers them a chance to catch up on algorithms via transparency, avoiding a default loss.

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The justification for accelerating AI development to beat China is logically flawed. It assumes the victor wields a controllable tool. In reality, both nations are racing to build the same uncontrollable AI, making the race itself, not the competitor, the primary existential threat.

A purely cooperative approach to AI arms control with China is unlikely to work due to their inherent skepticism. A more effective realpolitik strategy may be for the U.S. to advance its AI capabilities so far and fast that China feels compelled to negotiate out of self-interest to avoid being hopelessly behind.

Author Chris Miller posits that China's relatively low AI infrastructure spending isn't a long-term strategic play, but a sign that its leadership isn't as "AGI-pilled" as the U.S. Their preference for domestic chips over superior foreign ones indicates a focus on self-reliance rather than winning the AI race at all costs.

The argument that the U.S. must race to build superintelligence before China is flawed. The Chinese Communist Party's primary goal is control. An uncontrollable AI poses a direct existential threat to their power, making them more likely to heavily regulate or halt its development rather than recklessly pursue it.

The nuclear arms race precedent suggests China will inevitably develop powerful AI. The crucial policy question is not how to block their progress, but how to manage a world where they have achieved AI parity, a concept akin to mutually assured destruction that is currently missing from the US discourse.

The AI competition is not a race to develop the most powerful technology, but a race to see which nation is better at steering and governing that power. Developing an uncontrollable 'AI bazooka' first is not a win; true advantage comes from creating systems that strengthen, rather than weaken, one's own society.

The argument for slowing down AI development for safety is consistently met with one rebuttal from US tech companies: 'because of China.' This fear of falling behind in a geopolitical race is the primary driver of speed, overriding concerns about social destabilization and risk.

Paradoxically, progress in AI alignment has made a global slowdown agreement impossible. Each side now trusts its own 'aligned' AI more than it trusts the other nation to uphold a deal. The perceived risk of being surpassed by a defector now outweighs the perceived risk of one's own AI going rogue, making a competitive race the rational choice.

A common argument against an AI development pause is that China wouldn't agree. However, since China is currently behind in the AI race, a pause is strategically beneficial for them as it stops the leader from extending their lead. This counterintuitive point suggests a pause is more geopolitically feasible than often assumed.

Jensen Huang posits that China's AI progress is inevitable due to its talent and resources, rendering US export controls ultimately ineffective. He advocates for a strategic pivot towards dialogue to establish shared safety norms, framing the problem like nuclear arms control rather than a simple technology race.