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Opinion from a former Meta PM.

Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-06-30

Rohan Paul amplifies a former Meta PM's warning and Perplexity CEO Aravind Srinivas's claim that US export controls may be backfiring by forcing China to build superior AI infrastructure faster.

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Extraction

Topics: us-china-ai-competitionexport-controlsai-infrastructureopen-source-ai

Claims

  • China is on track to own both the model layer and the chip layer if current trends continue.
  • US export controls alone are insufficient to prevent China from achieving AI dominance.
  • Perplexity CEO Aravind Srinivas says China faces no meaningful constraints on power, permits, labor, or expertise for data center construction.
  • The US should invest in open-source models and nuclear energy rather than relying primarily on export bans.

Key quotes

China can build data centers a lot faster. Power is not a problem. Permits are not a problem. People are not a problem. Labor is not a problem. Expertise is not a problem. — Aravind Srinivas
Export control is not the right strategy here. Simply banning 'open source from China' doesn't solve the issue here. USA must invest in open source models, hopefully get Chinese models to use NVIDIA, and invest in nuclear asap.