# @scspai on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=hjvyH-3SGQw
- **Gondola URL:** https://gondola.cc/posts/73254656-scspai-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/6ec431e854.jpg
- **Posted:** 2026-03-28T16:00:46.000+00:00
- **Account Owner:** Special Competitive Studies Project (@scspai) — https://gondola.cc/scspai

## Caption

Washington is betting $250 million to counter Beijing's grip on critical minerals. China is wining and dining Apple, Volkswagen, and Samsung. And the founders of China's two hottest AI companies are in very different places right now — one celebrated, one grounded. Meanwhile, new data from Anthropic challenges the "AI will take your job" narrative. Here's what it actually shows.
The $1 Trillion 'Pax Silica' Fund — The State Department is committing $250 million to a new critical minerals infrastructure fund, with Japan, Singapore, and UAE sovereign wealth funds joining for a combined $1 trillion AUM. A direct response to China's chokehold on mineral supply chains. Good first step — but the details will determine whether it holds.
China Development Forum — While Pax Silica courts allied capital, Beijing hosted 80 multinational executives — more American representation than previous years, including Apple, Thermo Fisher, and Corning. Beijing's message: we're the stable market. The timing is deliberate.
Manus AI & Beijing's Exit Ban — China has over 6,200 AI companies. DeepSeek and Manus are the two that broke through globally. They have opposite business models and opposite governance philosophies — and their founders are now in very different situations. We get into why.
Anthropic Economic Index — New data on how people are actually using Claude. Usage is broadening, but the average economic value per session is dropping — more home maintenance queries, fewer enterprise workflows. Experienced users are augmenting their work, not being replaced. The adoption curve may look less like disruption and more like how Netflix changed television.

The President's Tech Brief airs live every Friday at 11:00 AM ET. Send questions on Signal: SCSP.250. Subscribe for weekly coverage of the U.S.-China tech competition.
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#CriticalMinerals #PaxSilica #ChinaTech #ManusAI #DeepSeek #Anthropic #AIEconomy #FutureOfWork #USChinaCompetition #AIPolicy #ChinaDevelopmentForum #TechPolicy #NationalSecurity #ArtificialIntelligence #PresidentsTechBrief #SCSP #SupplyChain #AIAdoption

## Stats

- **Views:** 438
- **Likes:** 14
- **Shares:** 0
- **Comments:** 0

## Tags

supplychain, paxsilica, deepseek, chinatech, anthropic, manusai, aiadoption, presidentstechbrief, futureofwork, criticalminerals, techpolicy, scsp, aieconomy, chinadevelopmentforum, uschinacompetition, nationalsecurity, aipolicy, artificialintelligence

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