“There's even a sort of ideological foundation to all this. The vision of AGI is so deeply embedded in the American AI community and Silicon Valley culture that I think there's a risk of disconnect within the US between those in the labs like Anthropic and those outside, who are like, why are we building these giant metal boxes in our backyards? Part of it is this long-standing obsession in the American AI imagination with getting to the machine God.”

…trying to not fall too far behind the U.S., but really focus a lot more on trying to get, especially these open source models out there across the Chinese economy and globally as well. And to that extent, on that metric, they seem to be doing pretty well. That to me always has seemed like the real

…compete in that dynamic, right? Where you have one very managed economy that has set a much more near-term and potentially achievable goal. And then, you know, our market system, where the incentives of the leading market players have nothing to do with the economic incentives of the rest of us.

Bringing that all back to the context of NVIDIA, Jensen Wang, Alice Wang, Megaspeed, Megaspeed is a data center provider in Southeast Asia. That's theoretically their business. They're building data centers, they're buying these chips. Shouldn't market forces just end this, right? Like the United…

an interesting question because there is ultimately market demand in China still for these NVIDIA chips. And there is a divergence here between the companies in China who still want NVIDIA chips, who still want access to them, and the government who is like, no, no, no, why don't you try Chinese…

Or by the influence of an alleged spy. Right. This is what I, because in