Aaron Levie
speaker
937 appearances
2 recordings
1 series
first heard Jul 2025
last heard 5 Sep
Aaron Levie’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.
Appearances
So it's incredibly important strategically for China.
They actually have a lot of the core raw materials needed between, you know, raw human talent and and kind of industrial might uh for building chips and fabs and and and whatnot over time.
Um, you know, like the the getting the training data, you could just, you know, go hire a hundred thousand people in China to go generate an insane amount of data.
Like there's like ways of getting the data.
So at at some point, you can it's not that complex.
To think through China becoming a very, very strong player in AI.
And if they're a very strong player in AI and the world adopts their models and adopts their architecture, that obviously is going to be bad for the US economically over the long run.
So Jensen's point is instead of sort of forcing that and catalyzing that to happen even faster by the constraints that you impose, maybe we should actually be a part of the infrastructure building.
build out that that that's already going on.
And I I I actually generally kind of land on that because what's going to happen is the alternative is is that these models are still going to get trained one way or another, but now they're going to be, you know, trained on a different hardware stack.
Ultimately over time, that hardware stack can be the one that that gets deployed in sovereign clouds and and and whatnot.
And so so I think it's uh I I I I just don't think there's a scenario here where you can kind of close off completely to
China and somehow you dramatically slow them down and then and then kind of hand wavy, we just win.
Um, I just don't think that that plays out in this space.
So um uh so you know, all of the, you know, kind of a lot of the the the sort of theoretical risks of either open weights or um or or you know the infrastructure side have to have to assume that we have such such an insurmountable lead against China.
uh and that only accelerates past the point where like there's just simply no catching up.
Um and I think as we've seen recently with with you know K3 and and uh and other models, you know, that's that that gap is maybe narrowing as opposed to expanding over time.
Yeah.
That dwarcash.
That losing mindset makes no
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