Stop Believing the AI Talent War Myth. The Real Battle Is About Smuggling Compute.
DeepSeek’s leaked transcript reveals the AI race isn’t about talentโit’s about procurement. The CEO admits a compute gap but claims the personnel gap is nonexistent. This turns the narrative on its head: China’s strategy is to rent compute through shell entities, just like Cold War titanium smuggling. The AI future hinges on supply chain loopholes, not genius.