“Open models are kind of, you can think about it as Trojan horses for the infrastructure that they bring. Because again, it's just the engine. You need the car around it. And what's the car? Well, it's the chips, right? So now, when Chinese companies go and sell open models into the Middle East or other Asian countries or Brazil or what have you, they will now also start selling chips and their data centers. And what that means is that other governments, allied nations, will start getting locked into Chinese infrastructure.”

So some enterprises are testing it out because, again, it's sort of like the demand for it is so high, but it's very rare to see Chinese open models go into production in Fortune 500. And what that means is that our domestic enterprises do not have the same competitive edge, let's say, as the startups that are able to, you know, assume the risk and don't care about it, right? So we need to provide good solutions for, you know, you can kind of think about enterprises who, like instead of renting their intelligence, they want to own it or they want to do something, they want to do a bit of both. You have to provide them a good solution. And so where we are at the market is that our largest enterprises, our public sector agencies are operating at a competitive disadvantage to Chinese companies and also to other companies within our own ecosystem who are willing to take the sort of risk around it. So it's extremely important to have something that's competitive to Chinese models to support our own companies and agencies. And then abroad, it's really important that our allies build on American technology. And this is kind of where the geopolitical part comes in: is that the world abroad will adopt whatever the best stack is, right? Whatever the best technology stack, they'll adopt it. There's a reason why Linux…