Dan Wang’s China notes. China sees LLMs as akin to social media: “technologies with little economic upside and significant political risk.” Social media apps “are not increasing TFP … they are freewheeling platforms for expression, with the potential to create political unrest.” But: “Americans are now integrating these tools into their lives. And they will start showing up in productivity statistics…. The longer that most Chinese are unable to work with them, the greater the risk that China will be left behind in some way”