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<div style="display: none; max-height: 0px; overflow: hidden;">Some elite Chinese AI researchers estimate that the country's chances of catching up to the US are slim in the short run due to a bottleneck in chips </div>
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<h1><strong>TLDR AI <span id="date">2026-01-16</span></strong></h1>
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<strong>Chinese AI Developers Say They Can't Beat America Without Better Chips (5 minute read)</strong>
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Some elite Chinese AI researchers estimate that the country's chances of catching up to the US are slim in the short run due to a bottleneck in chips. US rules block the direct sale of Nvidia chips to China. Chinese companies can rent Nvidia chips in third countries, but this typically leaves developers with fewer chips and more inconvenience compared with well-funded competitors in the US. The US recently unblocked sales of Nvidia's H200 chip to China, but this is not likely to be a game-changer in helping Chinese companies catch up.
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Benchmark's Eric Vishria shares his email to investors about Nvidia from 2024. Nvidia's dominance holds in training, but GenAI inference is emerging as the weak spot. Purpose-built SRAM architectures from players like Groq and Cerebras deliver order-of-magnitude faster inference than GPUs, unlocking larger models, lower latency, and new use cases. As inference becomes a growing share of spend, performance gaps could shift AI compute winners away from incumbents.
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<strong>How Scientists are Using Claude Code? (8 minute read)</strong>
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Anthropic detailed progress on Claude for Life Sciences and its AI for Science program, highlighting Claude's expanding role as a research collaborator. The update showcases Opus 4.5's improvements in scientific reasoning and new use cases across labs accelerating discovery through AI-powered experimentation and analysis.
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<strong>AI is everywhere, but nowhere in recent productivity data (5 minute read)</strong>
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Forrester's J.P. Gownder argues that AI hasn't yet boosted productivity, similar to how PCs didn't immediately impact productivity metrics. His research suggests AI could replace 6% of jobs by 2030, with many companies yet to see tangible ROI from AI projects. He contrasts AI's slow job-replacement with previous shifts like outsourcing, highlighting financial decisions rather than direct AI replacements driving current job losses.
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<strong>Two cofounders leave Thinking Machines Lab to return to OpenAI (1 minute read)</strong>
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Thinking Machines' cofounders, Barret Zoph and Luke Metz, along with Sam Schoenholz, are returning to OpenAI.
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<strong>Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage (10 minute read)</strong>
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Apple faces competition from Nvidia for TSMC's chip production capacity, as Nvidia's demand for AI chips rises with the tech boom.
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<strong>Investing in Merge Labs (2 minute read)</strong>
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OpenAI has invested in Merge Labs, a research lab with the long-term mission of bridging biological and artificial intelligence to maximize human ability, agency, and experience.
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