“Open source in America would not exist without Jensen. Both Reflection and Thinking Machines are pushing the open source frontier in America, and both of them have massive investments in backing from NVIDIA… And if we're slamming the hammer down now on China way harder because the biggest defender against restrictions was Jensen and his team… there's going to be a lot more restrictions… I think the biggest loser is the open source ecosystem for sure.”

…in America. And both of them have massive investments in backing from NVIDIA, as do many other companies across the ecosystem. And all these application companies rely on open models, right? Whether it's the Harvey's, the Instincts, the Sierra's, they all use open models. All the inference providers, which are multiple of the $10 plus billion dollar companies, all rely on open models from China. And if we're slamming the hammer down now on China way harder because the biggest defender against restrictions was Jensen and his team, what now happens is given their credibility is out the window and they're being investigated and subpoenaed and whatever is going on on that side, then there's going to be a lot more restrictions, in which case Chinese models are, you know, do they continue to progress at this current pace? And if they do continue to progress, do they open source everything? These are real questions out there.…