Andy Konwinski is concerned that the U.S. is losing its dominance in AI research to China, calling the shift an “existential” threat to democracy. Konwinski is a Databricks co-founder and the co-founder of the AI research and venture capital firm Laude.

“If you talk to PhD students at Berkeley and Stanford in AI right now, they’ll tell you that they’ve read twice as many interesting AI ideas in the last year that were from Chinese companies than American companies,” Konwinski said onstage at the Cerebral Valley AI Summit this week.

In addition to investing through Laude, the venture fund he launched last year with NEA veteran Pete Sonsini and Antimatter CEO Andrew Krioukov, Konwinski also runs the Laude Institute, an accelerator that offers grants to researchers.

Major AI labs, including OpenAI, Meta, and Anthropic, continue to innovate significantly, yet their innovations remain largely proprietary rather than open source. Moreover, these companies are sucking up top academic talent by offering multimillion-dollar salaries that dwarf what these experts can earn in universities.

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