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The John Batchelor Show

83: Allied AI Competition and Submarine Requests. Scott Harold examines the crucial role of allies Japan and South Korea in the AI competition against China. Japan is developing locally tailored AI models built on US technology for use in Southeast Asia. Sout

The John Batchelor Show

John Batchelor

Society & Culture, Arts, News, Books

4.52.8K Ratings

🗓️ 13 November 2025

⏱️ 10 minutes

🧾️ Download transcript

Summary

Allied AI Competition and Submarine Requests. Scott Harold examines the crucial role of allies Japan and South Korea in the AI competition against China. Japan is developing locally tailored AI models built on US technology for use in Southeast Asia. South Korea aims to become the third-largest AI power, offering reliable models to counter China's untrustworthy technology. Harold also discusses South Korea's surprising request for nuclear-powered, conventionally armed submarines to track Chinese and North Korean vessels, signaling a greater public willingness to contribute to China deterrence.



Transcript

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0:00.0

This is CBS Eye on the World.

0:08.4

Here's John Batchelor.

0:10.1

I'm John Batchel with my colleague and friend Gordon Chang at Gordon G. Chang.

0:14.9

You will all recall the President's most recent embassy to the ACN Conference of Kuala Lumpur and on to Seoul, South Korea

0:24.1

for the APEC meeting, included stops in Tokyo and then, of course, hosted by South Korea.

0:31.7

President's conversation turned on many trade matters, but at the same time, always implicit was these two very, very important

0:40.5

economies in Asia are part of the worldwide effort to resist Chinese aggression and what is to be

0:47.9

done. The contest is not only about warfare, it's also about the future. Gordon, AI is always on the mind now because there's

0:57.0

supposed to be a bubble somewhere. I'm looking for it. However, at the same time, other countries

1:02.2

are participating in the AI contest with the People's Republic of China. I believe Tokyo and Seoul

1:09.2

are part of that matrix.

1:12.7

You have a question for Scott, Gordon.

1:16.4

Well, Scott, thank you very much for that important paper,

1:22.3

because it reminds us that the AI contest in the world is not just U.S. versus China,

1:26.6

as everybody portrays it, but there are other important players,

1:29.5

such as the two that you highlight in your paper. Scott Harold. Scott Harold. Scott Harold is our longtime colleague and a senior political

1:35.5

scientist at Rand, as well as a professor of policy analysis of the Rand School of Public Policy.

1:42.8

Scott, a very good day to you. Gordon's question points to your

1:45.5

substack page. Please tell us what you've discovered. Good evening to you. Good evening, John and

1:51.6

Gordon. Thank you for the opportunity to come on as always, John. So I think one of the

1:56.5

points you let off with, Gordon, is really correct. You know, whether we're talking about the Biden-Harris

2:02.3

administration or the Trump Vance administration, both of them have recognized that allies and

...

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