#227 – Helen Toner on the geopolitics of AI in China and the Middle East
With the US racing to develop AGI and superintelligence ahead of China, you might expect the two countries to be negotiating how they’ll deploy AI, including in the military, without coming to blows. But according to Helen Toner, director of the Center for Security and Emerging Technology in DC, “the US and Chinese governments are barely talking at all.”
In her role as a founder, and now leader, of DC’s top think tank focused on the geopolitical and military implications of AI, Helen has been closely tracking the US’s AI diplomacy since 2019.
“Over the last couple of years there have been some direct [US–China] talks on some small number of issues, but they’ve also often been completely suspended.” China knows the US wants to talk more, so “that becomes a bargaining chip for China to say, ‘We don’t want to talk to you. We’re not going to do these military-to-military talks about extremely sensitive, important issues, because we’re mad.'”
Helen isn’t sure the groundwork exists for productive dialogue in any case. “At the government level, [there’s] very little agreement” on what AGI is, whether it’s possible soon, whether it poses major risks. Without shared understanding of the problem, negotiating solutions is very difficult.
Another issue is that so far the Chinese Communist Party doesn’t seem especially “AGI-pilled.” While a few Chinese companies like DeepSeek are betting on scaling, she sees little evidence Chinese leadership shares Silicon Valley’s conviction that AGI will arrive any minute now, and export controls have made it very difficult for them to access compute to match US competitors.








