Deepseek when it came out, it was a great win for the United States. Imagine if Deep Seek came out and it only ran on Huawei. Could you imagine if QN came out and it only worked on non-American tech stack. Could you imagine if Kim came out and it only worked on non-American tech stack.And these are the top three open models in the world today. It is downloaded hundreds of millions of times. So the fact of the matter is American tech stack all over the world being the world's standard is vital to the future ...

We both printed it out, all 23 pages. We haven't read the entirety of it, the skimmed it, but we've been talking for a while about how the focus of the document is infrastructure related, the American technology stack and the energy to support that. Is there substance to it.Well, the substance will really bear out over time, as we see a lot of administrations, not only the Trump administration, but all of its predecessors have flooded Washington with these sorts of policy directives in the past. And the cat ...

If China wins the AI race, what does it mean to win. To me, it would mean that they achieve a decisive advantage in AI such that we can't leaprog them back. An example of this might be something like 5G where Huawei leaprogged us, got to 5G first and disseminated it through the world.This is where we have to change our mindset towards diffusion. I would define winning as the whole world consolidates around the American tech stack. They use American hardware in, you know, data centers that again are are fund ...