
Bill Walton - The AI Race, China, and the Bond Market
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About this episode
Walton says federal regulation could favor large firms and create barriers for smaller innovators, especially in open-source development. He also points to hardware and data-center costs as part of the same problem, saying the AI industry has already become concentrated among a few major players. He argues that open-source models are more likely to support innovation, while heavy regulation could suppress alternative chip designs and other technical advances.