“We were talking to Brett Adcock yesterday. These next training runs, including his, are billion-dollar investments in a single training run. And the result of it is a parameter file that fits on the thumb drive. There's never been an espionage opportunity that's as leveraged as that.”

…know, there's no reason to believe that either national security or NVIDIA secrets were compromised. But, you know, the interesting point, and Alex, we've talked about this before. Just like in the Binance hack, I think it was like 10 days ago, it's the human is the weak link in the chain, right?

…one company to completely pierce the PAC silica. And then billions of dollars of GPU compute ends up in China. I think the bigger story here is maybe less about the failures or foibles of one man and more about PAX silica apparently being far more porous and fallible than some would otherwise hope.

We had the other espionage of the Saudi employee at, what was it, at OpenAI or Anthropic that opened AIDS. They put their thumb drive in the back of a TV.

Yep. Yep. No, it's going to get really serious here. Also, if the CCP actually sent somebody after Jensen, they must have sent people after the executive staff, too. So the board will have to dig into, okay, well, who else has been in contact with people that are CCP that they didn't know? Because…

I think this is more an influence operation than an espionage operation. Like, I don't think Jensen is sneaking out blueprints. No, no, no. Yeah, I think, you know, maybe liking Chinese models a bit too much was my first kind of reaction.